Profit Sharing · DOL Form 5500 · 2023
William G. Spears Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $6.3M
- Avg per participant High balance/head
Official DOL plan name: William G. Spears Profit Sharing Trust · Sponsored by William G. Spears · New York · Finance & Insurance
$6M in assets, 1 participants
William G. Spears's William G. Spears Profit Sharing Trust reported $6M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #3,107 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
William G. Spears Profit Sharing Trust holds $6M for 1 participant - about $6.3M per participant, in the lower half of filed plans by assets.
- #3,107
- in Finance & Insurance (8,869 peers)
- +6.5%
- assets growth YoY
William G. Spears Profit Sharing Trust's mid-pack asset rank among Finance & Insurance and all filers
William G. Spears Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,300,383 49th percentile higher than 49% 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 G. Spears Profit Sharing 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. William G. Spears Profit Sharing Trust is a micro filing (1 participant), the leftmost band.
EBSA filing schedule strip
Filing strip 133930697 · William G. Spears PY 2023 · Profit Sharing
William G. Spears Profit Sharing Trust · $6M · 1 · 49th
- EIN $6M
- RANK 1
- PHOTO 49th
- IND Profit Sharing
- EOY near W. F. Bolin Employees Profit Sharing Plan
- 5500 ind #3107
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 Finance & Insurance retirement plans → · Plans in New York →
William G. Spears Profit Sharing Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $385K |
| Employer EIN | 133930697 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William G. Spears)
Sponsor-wide plan assets over time
All William G. Spears plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 2.1319021399175258% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $6M |
| 2024 | 1 | 1 | $6M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
William G. Spears Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is W. F. Bolin Employees Profit Sharing Plan in OH ($6M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.