401(k) · DOL Form 5500 · 2022

Spencer Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
325
Participants Below avg headcount
63rd
Percentile by assets National rank
$27,826
Avg per participant Low balance/head
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Official DOL plan name: Spencer Technologies, Inc. 401(k) and Profit Sharing Plan · Sponsored by Spencer Technologies, Inc. · Massachusetts · Construction

$9M in assets, 325 participants

Spencer Technologies, Inc.'s Spencer Technologies, Inc. 401(k) and Profit Sharing Plan reported $9M in total assets and 325 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,197 in Construction (9,927 peers)

Coverage in Massachusetts

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan covers 325 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#6,197
in Construction (9,927 peers)
-19.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,043,388 Top 37% higher than 63% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Spencer Technologies, Inc. 401(k) and 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 Technologies, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (325 participants).

EBSA filing schedule strip

Filing strip 050499679 · Spencer Technologies, Inc. PY 2022 · 401(k)

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan · $9M · 325 · 63rd

  • IND $9M
  • EOY 325
  • 5500 63rd
  • ASSETS 401(k)
  • PCT near The Mcalear Group, Inc. Retirement Plan
  • EIN ind #6197

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 Construction retirement plans → · Plans in Massachusetts →

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Spencer Technologies, Inc. 401(k) and Profit Sharing PlanSpencer Technologies, Inc. 4…$9MThe Mcalear Group, Inc. Retirement PlanThe Mcalear Group, Inc. Reti…$9MHeart & Mind Strategies, LLC 401(k) PlanHeart & Mind Strategies, LLC…$9MR.L. Adams Plastics, Inc. Profit Sharing & 401(k) PlanR.L. Adams Plastics, Inc. Pr…$9MBlur Studio Inc 401(k) Plan$9M
End-of-year total assets ($M) among Spencer Technologies, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN050499679
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spencer Technologies, Inc.)

Sponsor-wide plan assets over time

All Spencer Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 21.10787461513318% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.04M $11M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 325 $9M
2023 1 374 $10M
2024 1 412 $11M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Spencer Technologies, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.009043388 · Participants: 325Spencer Technologies, Inc. 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Spencer Technologies, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Spencer Technologies, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Mcalear Group, Inc. Retirement Plan in OH ($9M); by covered participants it is Tegra118 401(k) Retirement Plan in NJ (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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.

Frequently Asked Questions

How did Spencer Technologies, Inc. 401(k) and Profit Sharing Plan assets move in 2022? ▼
Spencer Technologies, Inc. 401(k) and Profit Sharing Plan declined sharply - down 19.7% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Spencer Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Technologies, Inc.'s sponsor-wide assets grew 21.1%, from $9M to $11M.
Which 401(k) plans are similar in size to Spencer Technologies, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Mcalear Group, Inc. Retirement Plan in OH ($9M, 373 participants).
Which 401(k) plans cover a similar participant headcount to Spencer Technologies, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tegra118 401(k) Retirement Plan in NJ (325 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 050499679.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.