Profit Sharing · DOL Form 5500 · 2022

Spiritt Family Services Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
90
Participants Small participant base
34th
Percentile by assets National rank
$21,982
Avg per participant Low balance/head
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Official DOL plan name: Spiritt Family Services 403(b) Plan · Sponsored by Spiritt Family Services · California · Healthcare & Social Assistance

$2M in assets, 90 participants

Spiritt Family Services's Spiritt Family Services 403(b) Plan reported $2M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,928 in Healthcare & Social Assistance (20,060 peers)

Spiritt Family Services multi-year trail

Spiritt Family Services's plans moved +15.1% in assets from 2022 to 2023; this filing shows Spiritt Family Services 403(b) Plan at $2M / 90 participants.

#6,928
in Healthcare & Social Assistance (20,060 peers)
+12.2%
assets growth YoY

Spiritt Family Services 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Spiritt Family Services 403(b) Plan vs every filed plan by assets

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

$1,978,341 34th percentile higher than 34% 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

Spiritt Family Services 403(b) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spiritt Family Services 403(b) Plan is a small filing (90 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 952852683 · Spiritt Family Services PY 2022 · Profit Sharing

Spiritt Family Services 403(b) Plan · $2M · 90 · 34th

  • PCT $2M
  • EIN 90
  • RANK 34th
  • PHOTO Profit Sharing
  • IND near Expressions Profit Sharing Plan
  • EOY ind #6928

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 California →

Spiritt Family Services 403(b) Plan in the asset neighbourhood

Spiritt Family Services 403(b) PlanSpiritt Family Services 403(…$2MExpressions Profit Sharing PlanExpressions Profit Sharing P…$2MBurly Seal Products, Inc. Profit Sharing PlanBurly Seal Products, Inc. Pr…$2MTrust of Dennis Kessler Simplified Profit Sharing PlanTrust of Dennis Kessler Simp…$2MV.I.L. Construction, Inc. Employees Profit Sharing PlanV.I.L. Construction, Inc. Em…$2M
End-of-year total assets ($M) among Spiritt Family Services 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Spiritt Family Services multi-year asset trail

Sponsor-wide plan assets over time

All Spiritt Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.149006162233913% vs 2022
2023 filing year
$1.9M$2M$2.1M$2.2M$2.3M$2.4M 20222023 $1.98M $2.28M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 90 $2M
2023 1 74 $2M

Spiritt Family Services filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$216K
Employer EIN952852683
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Spiritt Family Services 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Spiritt Family Services 403(b) Plan, Total assets ($B): 0.001978341 · Participants: 90Spiritt Family Services 403(b) PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Spiritt Family Services 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Spiritt Family Services 403(b) Plan side-by-side with 3 peers →

Spiritt Family Services 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Expressions Profit Sharing Plan in RI ($2M); by covered participants it is The Peoples Bankshares Ltd. Employee Stock Ownership Plan in KS (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Spiritt Family Services 403(b) Plan assets move in 2022? ▼
Spiritt Family Services 403(b) Plan grew at a solid clip - up 12.2% during 2022, from $2M to $2M. Reported net income was $216K.
How have Spiritt Family Services plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Spiritt Family Services's sponsor-wide assets grew 15.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Spiritt Family Services 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Expressions Profit Sharing Plan in RI ($2M, 185 participants).
Which Profit Sharing plans cover a similar participant headcount to Spiritt Family Services 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Peoples Bankshares Ltd. Employee Stock Ownership Plan in KS (90 participants, $7M 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 952852683.

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.