401(k) · DOL Form 5500 · 2023

William Spurgin Development Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 3
Participants Small participant base: 30th
Percentile by assets National rank: $664,058
Avg per participant High balance/head

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Official DOL plan name: William Spurgin Development Co · Sponsored by William Spurgin Development Company · California · Real Estate

$2M in assets, 3 participants

William Spurgin Development Company's William Spurgin Development Co reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#2,356 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, William Spurgin Development Co ranks #2,356 of 4,727 2023 filers by assets (1303% of the sector average)-$2M for 3 participants.

#2,356
in Real Estate (4,727 peers): +20.6%
assets growth YoY

William Spurgin Development Co among the smaller filed plans by assets

William Spurgin Development Co vs every filed plan by assets

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

$1,992,175 30th percentile higher than 30% 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

William Spurgin Development Co among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William Spurgin Development Co is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

William Spurgin Development Co reported net income rose from -$1K in the plan year 2022 filing to $341K in the plan year 2023 filing.
William Spurgin Development Co end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953648146 · William Spurgin Development Company PY 2023 · 401(k)

William Spurgin Development Co · $2M · 3 · 30th

IND $2M
EOY 3
5500 30th
ASSETS 401(k)
PCT near American Pasteurization Company, LLC 401(k) Plan
EIN ind #2356

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 Real Estate retirement plans → · Plans in California →

End-of-year total assets ($M) among William Spurgin Development Co and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$341K
Employer EIN	953648146
Plan Effective Date	1981-07-15
Filing Status	FILING RECEIVED

Sponsor Plan History (William Spurgin Development Company)

Latest sponsor-wide plan assets: $2M 17.85035682669473% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$2M
2023	1	3	$2M
2024	1	3	$2M

Nearby 401(k) Plans in California

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

William Spurgin Development Co vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare William Spurgin Development Co side-by-side with 3 peers →

William Spurgin Development Co's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Pasteurization Company, LLC 401(k) Plan in WI ($2M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

American Pasteurization Company, LLC 401(k) Plan (WI) $2M · 168
Touchpoint Integrated Communications 401(k) Profit Sharing Plan and Trust (CT) $2M · 15
Reston Sunrise Dentistry PC 401(k) Plan (VA) $2M · 3
Weyauwega Cheese, LLC 401(k) Plan (WI) $2M · 121

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
J K B Solutions Retirement Plan (TX) 3 · 0 off

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 William Spurgin Development Co assets move in 2023? ▼

William Spurgin Development Co grew sharply - up 20.6% during 2023, from $2M to $2M. Reported net income was $341K.

How have William Spurgin Development Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), William Spurgin Development Company's sponsor-wide assets grew 17.9%, from $2M to $2M.

Which 401(k) plans are similar in size to William Spurgin Development Co? ▼

Among 401(k) plans in other states, the closest by assets is American Pasteurization Company, LLC 401(k) Plan in WI ($2M, 168 participants).

Which 401(k) plans cover a similar participant headcount to William Spurgin Development Co? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 953648146.