401(k) · DOL Form 5500 · 2022
Spencer's Tv and Appliance 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 253
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $70,185
- Avg per participant Below avg balance/head
Official DOL plan name: Spencer's Tv & Appliance 401(k) Profit Sharing Plan · Sponsored by Spencer's Tv and Appliance · Arizona · Retail Trade
$18M in assets, 253 participants
Spencer's Tv and Appliance's Spencer's Tv & Appliance 401(k) Profit Sharing Plan reported $18M in total assets and 253 participants in its 2022 DOL Form 5500 filing, ranking in the 75th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #8,092 in Retail Trade (9,519 peers)
Coverage in Arizona
Spencer's Tv & Appliance 401(k) Profit Sharing Plan covers 253 participants in Arizona, about 45% of the average Arizona filer (state average ~564 per filing). Assets: $18M.
- #8,092
- in Retail Trade (9,519 peers)
- -13.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spencer's Tv & Appliance 401(k) Profit Sharing Plan's outsized position by total assets
Spencer's Tv & Appliance 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,756,716 Top 25% higher than 75% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Spencer's Tv & Appliance 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer's Tv & Appliance 401(k) Profit Sharing Plan sits mid-pack in the medium band (253 participants).
DOL schedule card
Filing strip 860292380 · Spencer's Tv and Appliance PY 2022 · 401(k)
Spencer's Tv & Appliance 401(k) Profit Sharing Plan · $18M · 253 · 75th
- BOY $18M
- BOY 253
- BOY 75th
- BOY 401(k)
- BOY near Nexgen Team, LLC 401(k) Plan
- BOY ind #8092
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Arizona →
Spencer's Tv & Appliance 401(k) Profit Sharing Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$3M |
| Employer EIN | 860292380 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spencer's Tv and Appliance)
Sponsor-wide plan assets over time
All Spencer's Tv and Appliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $438M 34.17669616247561% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 488 | $327M |
| 2023 | 2 | 505 | $334M |
| 2024 | 2 | 526 | $438M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Spencer's Tv & Appliance 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Nexgen Team, LLC 401(k) Plan in OR ($18M); by covered participants it is Hefren-Tillotson, Inc. Retirement Income Plan and Trust in PA (253 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Nexgen Team, LLC 401(k) Plan (OR) $18M · 391
- Quality Dining, Inc. Retirement Plan and Trust (IN) $18M · 1,515
- Eccleston & Wolf Savings & Deferral Plan (MD) $18M · 43
- Odw Logistics, Inc. 401(k) Retirement Plan (OH) $18M · 1,132
Similar participant headcount
Nearest other-state filings by covered participants (253 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.