401(k) · DOL Form 5500 · 2022
Carriveau-Spencer, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $355,196
- Avg per participant High balance/head
Official DOL plan name: Carriveau-Spencer, Inc. Profit Sharing Plan · Sponsored by Carriveau-Spencer, Inc. · California · Retail Trade
$4M in assets, 12 participants
Carriveau-Spencer, Inc.'s Carriveau-Spencer, Inc. Profit Sharing Plan reported $4M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #5,407 in Retail Trade (9,519 peers)
What the 2022 filing shows
Carriveau-Spencer, Inc. Profit Sharing Plan holds $4M for 12 participants - about $355,196 per participant, in the lower half of filed plans by assets.
- #5,407
- in Retail Trade (9,519 peers)
- -5.7%
- assets change YoY
The plan reported a net loss of $256K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carriveau-Spencer, Inc. Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Carriveau-Spencer, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,262,356 47th percentile higher than 47% 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
Carriveau-Spencer, Inc. Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carriveau-Spencer, Inc. Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 770316224 · Carriveau-Spencer, Inc. PY 2022 · 401(k)
Carriveau-Spencer, Inc. Profit Sharing Plan · $4M · 12 · 47th
- IND $4M
- EOY 12
- 5500 47th
- ASSETS 401(k)
- PCT near Level Ex, Inc. 401(k) Plan
- EIN ind #5407
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 California →
Carriveau-Spencer, Inc. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$256K |
| Employer EIN | 770316224 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Carriveau-Spencer, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Level Ex, Inc. 401(k) Plan in IL ($4M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.