401(k) · DOL Form 5500 · 2022

David a Spott, Md PA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
39th
Percentile by assets National rank
$555,717
Avg per participant High balance/head
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Official DOL plan name: David a Spott, Md PA Employees' 401(k) Profit Sharing Plan · Sponsored by David a Spott, Md PA · Maryland · Healthcare & Social Assistance

$3M in assets, 5 participants

David a Spott, Md PA's David a Spott, Md PA Employees' 401(k) Profit Sharing Plan reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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 Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan holds $3M for 5 participants - about $555,717 per participant, in the lower half of filed plans by assets.

#8,446
in Healthcare & Social Assistance (20,060 peers)
-5.9%
assets change YoY

The plan reported a net loss of $173K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,778,583 39th percentile higher than 39% of 139,123 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 2022

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David a Spott, Md PA Employees' 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 520912565 · David a Spott, Md PA PY 2022 · 401(k)

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan · $3M · 5 · 39th

  • NET $3M
  • BOOK 5
  • VS-ST 39th
  • BOY 401(k)
  • SCH near Chicago Magnesium Casting Co. 401(k) Plan
  • EBSA 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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

David a Spott, Md PA Employees' 401(k) Profit Sharing PlanDavid a Spott, Md PA Employe…$3MChicago Magnesium Casting Co. 401(k) PlanChicago Magnesium Casting Co…$3MEden Health, Inc. 401(k) Plan$3MBlume Capital Management, Inc. Profit Sharing/401(k) PlanBlume Capital Management, In…$3MForesight Mental Health 401(k) PlanForesight Mental Health 401(…$3M
End-of-year total assets ($M) among David a Spott, Md PA Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$173K
Employer EIN520912565
Plan Effective Date1971-09-22
Filing StatusFILING RECEIVED

Sponsor Plan History (David a Spott, Md PA)

Sponsor-wide plan assets over time

All David a Spott, Md PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.13413923571835% vs 2022
2024 filing year
$2.7M$2.8M$2.9M$3M$3.1M 202220232024 $2.78M $2.81M ▲ +1.1%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $3M
2024 1 5 $3M

Nearby 401(k) Plans in Maryland

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

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants David a Spott, Md PA Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.002778583 · Participants: 5David a Spott, Md PA Employees' 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
David a Spott, Md PA Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare David a Spott, Md PA Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Chicago Magnesium Casting Co. 401(k) Plan in IL ($3M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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.

Frequently Asked Questions

How did David a Spott, Md PA Employees' 401(k) Profit Sharing Plan assets move in 2022? ▼
David a Spott, Md PA Employees' 401(k) Profit Sharing Plan pulled back noticeably - down 5.9% during 2022, from $3M to $3M. Reported net income was -$173K.
How have David a Spott, Md PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David a Spott, Md PA's sponsor-wide assets grew 1.1%, from $3M to $3M.
Which 401(k) plans are similar in size to David a Spott, Md PA Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chicago Magnesium Casting Co. 401(k) Plan in IL ($3M, 107 participants).
Which 401(k) plans cover a similar participant headcount to David a Spott, Md PA Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520912565.

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.