401(k) · DOL Form 5500 · 2023
Nash, Spindler, Grimstad & Mccracken 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $485,775
- Avg per participant High balance/head
Official DOL plan name: Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan · Sponsored by Nash, Spindler, Grimstad & Mccracken · Wisconsin · Professional & Technical Services
$5M in assets, 10 participants
Nash, Spindler, Grimstad & Mccracken's Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan reported $5M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #8,446 in Professional & Technical Services (20,321 peers)
Nash, Spindler, Grimstad & Mccracken multi-year trail
Nash, Spindler, Grimstad & Mccracken's plans moved +37.7% in assets from 2022 to 2024; this filing shows Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan at $5M / 10 participants.
- #8,446
- in Professional & Technical Services (20,321 peers)
- +22.9%
- assets growth YoY
Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,857,753 44th percentile higher than 44% 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
Nash, Spindler, Grimstad & Mccracken Retirement Savings 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. Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan reported net income rose from -$901K in the plan year 2022 filing to $905K in the plan year 2023 filing.
- Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan reported participants fell from 12 in the plan year 2022 filing to 10 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390803893 · Nash, Spindler, Grimstad & Mccracken PY 2023 · 401(k)
Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan · $5M · 10 · 44th
- ASSETS $5M
- PCT 10
- EIN 44th
- RANK 401(k)
- PHOTO near Nice Healthcare 401(k) Plan
- IND ind #8446
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan in the asset neighbourhood
Nash, Spindler, Grimstad & Mccracken multi-year asset trail
Sponsor-wide plan assets over time
All Nash, Spindler, Grimstad & Mccracken plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 37.68241730887543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $4M |
| 2023 | 1 | 10 | $5M |
| 2024 | 1 | 10 | $5M |
Nash, Spindler, Grimstad & Mccracken filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $905K |
| Employer EIN | 390803893 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Nash, Spindler, Grimstad & Mccracken Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Nice Healthcare 401(k) Plan in MN ($5M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.