401(k) · DOL Form 5500 · 2023

I Spiewak & Sons Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 79
Participants Small participant base: 33rd
Percentile by assets National rank: $30,984
Avg per participant Low balance/head

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Official DOL plan name: I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust · Sponsored by I Spiewak & Sons Inc · New York · Manufacturing

$2M in assets, 79 participants

I Spiewak & Sons Inc's I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

#3,164 in Manufacturing (18,722 peers)

2023 asset change

I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably 11.8% in 2023 ($3M → $2M) for 79 participants.

#3,164
in Manufacturing (18,722 peers): -11.8%
assets change YoY

The plan reported a net loss of $327K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$2,447,764 33rd percentile higher than 33% 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

I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust is a small filing (79 participants) on this national headcount ladder.

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%)

EBSA filing schedule strip

Filing strip 221297130 · I Spiewak & Sons Inc PY 2023 · 401(k)

I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust · $2M · 79 · 33rd

5500 $2M
5500 79
5500 33rd
5500 401(k)
5500 near Wcpc Union Retirement Plan
5500 ind #3164

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 Manufacturing retirement plans → · Plans in New York →

End-of-year total assets ($M) among I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

I Spiewak & Sons Inc years around the 2023 move

Latest sponsor-wide plan assets: $3M 2.8616954139709123% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	78	$3M
2023	1	79	$2M
2024	1	98	$3M

2023 asset-move particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$2M
Net Income	-$327K
Employer EIN	221297130
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wcpc Union Retirement Plan in OH ($2M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Wcpc Union Retirement Plan (OH) $2M · 37
Geo 401(k) (NC) $2M · 12
Bell Media 401(k) Plan (AL) $2M · 108
Andropogon Associates, Ltd. 401(k) Plan (PA) $2M · 15

Similar participant headcount

Nearest other-state filings by covered participants (79 participants); asset peers above are excluded.

Heart of America Beverage Company, LLC 401(k) Plan (MO) 79 · 0 off
Findaway 401(k) (OH) 79 · 0 off
Dignified Home Loans LLC 401(k) Profit Sharing Plan (CA) 79 · 0 off
Palmetto State Bank Profit Sharing Plan (SC) 79 · 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 I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 11.8% during 2023, from $3M to $2M. Reported net income was -$327K.

How have I Spiewak & Sons Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), I Spiewak & Sons Inc's sponsor-wide assets grew 2.9%, from $3M to $3M.

Which 401(k) plans are similar in size to I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Wcpc Union Retirement Plan in OH ($2M, 37 participants).

Which 401(k) plans cover a similar participant headcount to I Spiewak & Sons Inc 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants, $9M 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 221297130.