Other · DOL Form 5500 · 2023

Society of Photo Optical Instrumentation Engineers Retirement Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
189
Participants Below avg headcount
87th
Percentile by assets National rank
$308,423
Avg per participant High balance/head
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Official DOL plan name: Spie Retirement Plan · Sponsored by Society of Photo Optical Instrumentation Engineers · Washington · Other Services

$58M in assets, 189 participants

Society of Photo Optical Instrumentation Engineers's Spie Retirement Plan reported $58M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,423 in Other Services (7,857 peers)

Coverage in Washington

Spie Retirement Plan covers 189 participants in Washington, about 13% of the average Washington filer (state average ~1,476 per filing). Assets: $58M.

#7,423
in Other Services (7,857 peers)
+17.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Spie Retirement Plan's outsized position by total assets

Spie Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$58,291,992 Top 13% higher than 87% of 127,068 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 2023

Spie Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spie Retirement Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spie Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Spie Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $58M in the plan year 2023 filing.
  • Spie Retirement Plan reported participants rose from 175 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952142678 · Society of Photo Optical Instrumentation Engineers PY 2023 · Other

Spie Retirement Plan · $58M · 189 · 87th

  • IND $58M
  • EOY 189
  • 5500 87th
  • ASSETS Other
  • PCT near Methodist University Retirement Plan
  • EIN ind #7423

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 Other Services retirement plans → · Plans in Washington →

Spie Retirement Plan in the asset neighbourhood

Elwyn Defined Contribution 403(b) PlanElwyn Defined Contribution 4…$58MSpie Retirement Plan$58MMethodist University Retirement PlanMethodist University Retirem…$58MThe Park School Annuity Plan$58MGovernor Dummer Academy Defined Contribution Retirement PlanGovernor Dummer Academy Defi…$58M
End-of-year total assets ($M) among Spie Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$58M
Net Income$9M
Employer EIN952142678
Plan Effective Date1973-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society of Photo Optical Instrumentation Engineers)

Sponsor-wide plan assets over time

All Society of Photo Optical Instrumentation Engineers plans reported in each filing year

Latest sponsor-wide plan assets
$64M 28.961316253287013% vs 2022
2024 filing year
$45M$50M$55M$60M$65M$70M 202220232024 $49.6M $64M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 175 $50M
2023 1 189 $58M
2024 1 185 $64M

Nearby Other Plans in Washington

Peer Other plans, same state, same plan type, ranked by total assets.

Spie Retirement Plan vs. nearby Other plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -100102030 Total assets ($B) Participants Spie Retirement Plan, Total assets ($B): 0.058291992 · Participants: 189Spie Retirement PlanA Single-Employer Plan, Total assets ($B): 26.152051943 · Participants: 1103349A Single-Employer PlanFred Hutchinson Cancer Center Retirement Savings Plan, Total assets ($B): 1.337797274 · Participants: 5646Fred Hutchinson Cancer Center Retirement Savings PlanMulticare Health System 403(b) Employee Savings Plan, Total assets ($B): 0.993747801 · Participants: 15445Multicare Health System 403(b) Employee Savings PlanIronworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust Fund, Total assets ($B): 0.560575431 · Participants: 7520Ironworkers District Council of the Pacific Nw Field Ironworkers Annuity Trust FundOverlake Hospital Medical Center 403(b)Retirement Plan, Total assets ($B): 0.547732449 · Participants: 3392Overlake Hospital Medical Center 403(b)Retirement Plan
Spie Retirement Plan vs. nearby Other plans in Washington, assets vs. participants

Spie Retirement Plan's out-of-state Other peers by assets and headcount

Outside Washington, the nearest Other by assets is Methodist University Retirement Plan in NC ($58M); by covered participants it is Sun-Maid Growers of California Defined Contribution Pension Plan in CA (189 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($58M here).

Similar participant headcount

Nearest other-state filings by covered participants (189 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.

Frequently Asked Questions

How did Spie Retirement Plan assets move in 2023?
Spie Retirement Plan grew sharply - up 17.5% during 2023, from $50M to $58M. Reported net income was $9M.
How have Society of Photo Optical Instrumentation Engineers plan assets changed over time?
Across 3 plan years on file (2022-2024), Society of Photo Optical Instrumentation Engineers's sponsor-wide assets grew 29.0%, from $50M to $64M.
Where does Spie Retirement Plan rank by assets among Form 5500 filers?
Spie Retirement Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Spie Retirement Plan?
Among Other plans in other states, the closest by assets is Methodist University Retirement Plan in NC ($58M, 385 participants).
Which Other plans cover a similar participant headcount to Spie Retirement Plan?
Among Other plans in other states, the closest by covered participants is Sun-Maid Growers of California Defined Contribution Pension Plan in CA (189 participants, N/A in assets).