401(k) · DOL Form 5500 · 2023

Spectrum Equity Management, Inc. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
70
Participants Small participant base
86th
Percentile by assets National rank
$752,027
Avg per participant High balance/head
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Official DOL plan name: Spectrum Equity Management, Inc. Profit Sharing Retirement Plan · Sponsored by Spectrum Equity Management, Inc. · California · Finance & Insurance

$53M in assets, 70 participants

Spectrum Equity Management, Inc.'s Spectrum Equity Management, Inc. Profit Sharing Retirement Plan reported $53M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,958 in Finance & Insurance (8,869 peers)

Where Spectrum Equity Management, Inc. Profit Sharing Retirement Plan sits by assets

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan sits in the top quartile of all filed plans by assets, $53M for 70 participants (~$752,027/participant), up 20.3% in 2023.

#6,958
in Finance & Insurance (8,869 peers)
+20.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan's outsized position by total assets

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan vs every filed plan by assets

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

$52,641,876 Top 14% higher than 86% 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

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spectrum Equity Management, Inc. Profit Sharing Retirement Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spectrum Equity Management, Inc. Profit Sharing Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Spectrum Equity Management, Inc. Profit Sharing Retirement Plan end-of-year assets rose from $44M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Spectrum Equity Management, Inc. Profit Sharing Retirement Plan reported participants rose from 64 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043190022 · Spectrum Equity Management, Inc. PY 2023 · 401(k)

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan · $53M · 70 · 86th

  • EIN $53M
  • RANK 70
  • PHOTO 86th
  • IND 401(k)
  • EOY near The Contractors Retirement Plan
  • 5500 ind #6958

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 California →

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan in the asset neighbourhood

Avma Life Trust, LLC 401(k) PlanAvma Life Trust, LLC 401(k) …$53MSyntax 401(k) Savings Plan$53MSpectrum Equity Management, Inc. Profit Sharing Retirement PlanSpectrum Equity Management, …$53MThe Contractors Retirement PlanThe Contractors Retirement P…$53MSouthwoods Health 401(k) Plan$53M
End-of-year total assets ($M) among Spectrum Equity Management, Inc. Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$53M
Net Income$9M
Employer EIN043190022
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spectrum Equity Management, Inc.)

Sponsor-wide plan assets over time

All Spectrum Equity Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 52.867860058632644% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.8M $66.9M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 64 $44M
2023 1 70 $53M
2024 1 72 $67M

Nearby 401(k) Plans in California

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

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Spectrum Equity Management, Inc. Profit Sharing Retirement Plan, Total assets ($B): 0.052641876 · Participants: 70Spectrum Equity Management, Inc. Profit Sharing Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Spectrum Equity Management, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Spectrum Equity Management, Inc. Profit Sharing Retirement Plan side-by-side with 3 peers →

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Contractors Retirement Plan in TX ($53M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

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 Spectrum Equity Management, Inc. Profit Sharing Retirement Plan assets move in 2023? ▼
Spectrum Equity Management, Inc. Profit Sharing Retirement Plan grew sharply - up 20.3% during 2023, from $44M to $53M. Reported net income was $9M.
How have Spectrum Equity Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectrum Equity Management, Inc.'s sponsor-wide assets grew 52.9%, from $44M to $67M.
Where does Spectrum Equity Management, Inc. Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Spectrum Equity Management, Inc. Profit Sharing Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Spectrum Equity Management, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Contractors Retirement Plan in TX ($53M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Spectrum Equity Management, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M 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 043190022.

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.