401(k) · DOL Form 5500 · 2023

Spinal Elements, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
121
Participants Small participant base
65th
Percentile by assets National rank
$112,898
Avg per participant Below avg balance/head
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Official DOL plan name: Spinal Elements 401(k) and Profit Sharing Plan · Sponsored by Spinal Elements, Inc. · California · Manufacturing

$14M in assets, 121 participants

Spinal Elements, Inc.'s Spinal Elements 401(k) and Profit Sharing Plan reported $14M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,960 in Manufacturing (18,722 peers)

Coverage in California

Spinal Elements 401(k) and Profit Sharing Plan covers 121 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $14M.

#9,960
in Manufacturing (18,722 peers)
+24.9%
assets growth YoY

Spinal Elements 401(k) and Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Spinal Elements 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$13,660,638 Top 35% higher than 65% 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

Spinal Elements 401(k) and Profit Sharing 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. Spinal Elements 401(k) and Profit Sharing Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spinal Elements 401(k) and Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Spinal Elements 401(k) and Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Spinal Elements 401(k) and Profit Sharing Plan reported participants fell from 133 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260894757 · Spinal Elements, Inc. PY 2023 · 401(k)

Spinal Elements 401(k) and Profit Sharing Plan · $14M · 121 · 65th

  • IND $14M
  • EOY 121
  • 5500 65th
  • ASSETS 401(k)
  • PCT near Liberty First Credit Union 401(k) Plan and Trust
  • EIN ind #9960

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 Manufacturing retirement plans → · Plans in California →

Spinal Elements 401(k) and Profit Sharing Plan in the asset neighbourhood

Spinal Elements 401(k) and Profit Sharing PlanSpinal Elements 401(k) and P…$14MLiberty First Credit Union 401(k) Plan and TrustLiberty First Credit Union 4…$14MMadison International Realty 401(k) PlanMadison International Realty…$14MAvasure 401(k) Plan$14MCombined Transport, Inc. 401(k) Profit Sharing PlanCombined Transport, Inc. 401…$14M
End-of-year total assets ($M) among Spinal Elements 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN260894757
Plan Effective Date2012-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Spinal Elements, Inc.)

Sponsor-wide plan assets over time

All Spinal Elements, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 44.04804006891804% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.9M $15.8M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 133 $11M
2023 1 121 $14M
2024 1 103 $16M

Nearby 401(k) Plans in California

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

Spinal Elements 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Spinal Elements 401(k) and Profit Sharing Plan, Total assets ($B): 0.013660638 · Participants: 121Spinal Elements 401(k) and Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Spinal Elements 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Spinal Elements 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Spinal Elements 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Liberty First Credit Union 401(k) Plan and Trust in NE ($14M); by covered participants it is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Spinal Elements 401(k) and Profit Sharing Plan assets move in 2023? ▼
Spinal Elements 401(k) and Profit Sharing Plan grew sharply - up 24.9% during 2023, from $11M to $14M. Reported net income was $3M.
How have Spinal Elements, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spinal Elements, Inc.'s sponsor-wide assets grew 44.0%, from $11M to $16M.
Which 401(k) plans are similar in size to Spinal Elements 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liberty First Credit Union 401(k) Plan and Trust in NE ($14M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Spinal Elements 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Redwood School & Rehabilitation Center, Inc. 401(k) Plan in OH (121 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 260894757.

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.