401(k) · DOL Form 5500 · 2023
Spencer Medical Solutions LLC 401(k) Plan
Data updated 2026-08-25
- $197K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $98,584
- Avg per participant Below avg balance/head
Official DOL plan name: Spencer Medical Solutions Safe Harbor 401(k) Plan · Sponsored by Spencer Medical Solutions LLC · South Carolina · Healthcare & Social Assistance
$197K in assets, 2 participants
Spencer Medical Solutions LLC's Spencer Medical Solutions Safe Harbor 401(k) Plan reported $197K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,294 in Healthcare & Social Assistance (17,684 peers)
Spencer Medical Solutions LLC multi-year trail
Spencer Medical Solutions LLC's plans moved +85.6% in assets from 2022 to 2024; this filing shows Spencer Medical Solutions Safe Harbor 401(k) Plan at $197K / 2 participants.
- #1,294
- in Healthcare & Social Assistance (17,684 peers)
- +44.0%
- assets growth YoY
Spencer Medical Solutions Safe Harbor 401(k) Plan among the smaller filed plans by assets
Spencer Medical Solutions Safe Harbor 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$197,168 11th percentile higher than 11% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Spencer Medical Solutions Safe Harbor 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer Medical Solutions Safe Harbor 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spencer Medical Solutions Safe Harbor 401(k) Plan reported net income rose from $12K in the plan year 2022 filing to $60K in the plan year 2023 filing.
- Spencer Medical Solutions Safe Harbor 401(k) Plan end-of-year assets rose from $137K in the plan year 2022 filing to $197K in the plan year 2023 filing.
DOL schedule card
Filing strip 463534436 · Spencer Medical Solutions LLC PY 2023 · 401(k)
Spencer Medical Solutions Safe Harbor 401(k) Plan · $197K · 2 · 11th
- PART $197K
- PART 2
- PART 11th
- PART 401(k)
- PART near Cali Kind Clothing Co 401(k) Profit Sharing Plan & Trust
- PART ind #1294
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 Healthcare & Social Assistance retirement plans → · Plans in South Carolina →
Spencer Medical Solutions Safe Harbor 401(k) Plan in the asset neighbourhood
Spencer Medical Solutions LLC multi-year asset trail
Sponsor-wide plan assets over time
All Spencer Medical Solutions LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $254K 85.64762412461023% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $137K |
| 2023 | 1 | 2 | $197K |
| 2024 | 1 | 2 | $254K |
Spencer Medical Solutions LLC filing trail (2023)
| Total Assets (Beginning of Year) | $137K |
|---|---|
| Net Assets (End of Year) | $197K |
| Net Income | $60K |
| Employer EIN | 463534436 |
| Plan Effective Date | 2018-09-14 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.1B · 14,439
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.5B · 8,661
- Sonoco Retirement & Savings Plan $1.6B · 11,311
- Sonoco Retirement & Savings Plan $1.3B · 10,614
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.3B · 11,348
Spencer Medical Solutions Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Cali Kind Clothing Co 401(k) Profit Sharing Plan & Trust in CA ($197K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($197K here).
- Cali Kind Clothing Co 401(k) Profit Sharing Plan & Trust (CA) $197K · 4
- Dw Automotive Services, Inc. 401(k) Plan (FL) $197K · 6
- Ellie O, Co. 401(k) Plan (AZ) $197K · 3
- Ajk Investments Inc. 401(k) Plan (KY) $197K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.