Profit Sharing · DOL Form 5500 · 2023

Spiegel & Demars Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
40th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Spiegel & Demars Self-Employed Retirement Plan & Trust · Sponsored by Spiegel & Demars · Illinois · Professional & Technical Services

$4M in assets, 3 participants

Spiegel & Demars's Spiegel & Demars Self-Employed Retirement Plan & Trust reported $4M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,500 in Professional & Technical Services (20,321 peers)

2023 asset change

Spiegel & Demars Self-Employed Retirement Plan & Trust grew at a solid clip 9.9% in 2023 ($4M → $4M) for 3 participants.

#7,500
in Professional & Technical Services (20,321 peers)
+9.9%
assets growth YoY

Spiegel & Demars Self-Employed Retirement Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Spiegel & Demars Self-Employed Retirement Plan & Trust vs every filed plan by assets

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

$3,847,818 40th percentile higher than 40% 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

Spiegel & Demars Self-Employed Retirement Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spiegel & Demars Self-Employed Retirement Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spiegel & Demars Self-Employed Retirement Plan & Trust reported net income rose from -$673K in the plan year 2022 filing to $346K in the plan year 2023 filing.
  • Spiegel & Demars Self-Employed Retirement Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 366545687 · Spiegel & Demars PY 2023 · Profit Sharing

Spiegel & Demars Self-Employed Retirement Plan & Trust · $4M · 3 · 40th

  • RANK $4M
  • RANK 3
  • RANK 40th
  • RANK Profit Sharing
  • RANK near Hugh Rogers & Company Profit Sharing Plan
  • RANK ind #7500

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 Professional & Technical Services retirement plans → · Plans in Illinois →

Spiegel & Demars Self-Employed Retirement Plan & Trust in the asset neighbourhood

Spiegel & Demars Self-Employed Retirement Plan & TrustSpiegel & Demars Self-Employ…$4MHugh Rogers & Company Profit Sharing PlanHugh Rogers & Company Profit…$4MProfit Sharing Retirement Plan of Stuart M. Perry, Inc.Profit Sharing Retirement Pl…$4MMaurice Reisman P.C. Pension Plan and TrustMaurice Reisman P.C. Pension…$4MJ. E. & J. W. Hudson Rental, Inc. Profit Sharing PlanJ. E. & J. W. Hudson Rental,…$4M
End-of-year total assets ($M) among Spiegel & Demars Self-Employed Retirement Plan & Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Spiegel & Demars years around the 2023 move

Sponsor-wide plan assets over time

All Spiegel & Demars plans reported in each filing year

Latest sponsor-wide plan assets
$4M 9.872455688438604% vs 2022
2023 filing year
$3.4M$3.6M$3.8M$4M 20222023 $3.5M $3.85M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $4M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$346K
Employer EIN366545687
Plan Effective Date1983-04-20
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Spiegel & Demars Self-Employed Retirement Plan & Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Spiegel & Demars Self-Employed Retirement Plan & Trust, Total assets ($B): 0.003847818 · Participants: 3Spiegel & Demars Self-Employed Retirement Plan & TrustW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 3.454274218 · Participants: 18524W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 3.245353634 · Participants: 23108Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.733520068 · Participants: 4366Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.788799198 · Participants: 16214Mid-America Carpenters Regional Council Supplemental Retirement PlanCarle Foundation Hospital and Affiliates Matching Tsa Plan, Total assets ($B): 1.173752843 · Participants: 15604Carle Foundation Hospital and Affiliates Matching Tsa Plan
Spiegel & Demars Self-Employed Retirement Plan & Trust vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Spiegel & Demars Self-Employed Retirement Plan & Trust side-by-side with 3 peers →

Spiegel & Demars Self-Employed Retirement Plan & Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Hugh Rogers & Company Profit Sharing Plan in CA ($4M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Spiegel & Demars Self-Employed Retirement Plan & Trust assets move in 2023? ▼
Spiegel & Demars Self-Employed Retirement Plan & Trust grew at a solid clip - up 9.9% during 2023, from $4M to $4M. Reported net income was $346K.
How have Spiegel & Demars plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Spiegel & Demars's sponsor-wide assets grew 9.9%, from $4M to $4M.
Which Profit Sharing plans are similar in size to Spiegel & Demars Self-Employed Retirement Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Hugh Rogers & Company Profit Sharing Plan in CA ($4M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Spiegel & Demars Self-Employed Retirement Plan & Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 366545687.

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.