401(k) · DOL Form 5500 · 2023

Spectra a/D Acquisition, Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
100
Participants Small participant base
55th
Percentile by assets National rank
$84,760
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spectra Aerospace and Defense 401(k) Plan · Sponsored by Spectra a/D Acquisition, Inc · New Mexico · Manufacturing

$8M in assets, 100 participants

Spectra a/D Acquisition, Inc's Spectra Aerospace and Defense 401(k) Plan reported $8M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,561 in Manufacturing (18,722 peers)

Coverage in New Mexico

Spectra Aerospace and Defense 401(k) Plan covers 100 participants in New Mexico, about 27% of the average New Mexico filer (state average ~365 per filing). Assets: $8M.

#7,561
in Manufacturing (18,722 peers)
-7.1%
assets change YoY

The plan reported a net loss of $643K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Spectra Aerospace and Defense 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Spectra Aerospace and Defense 401(k) Plan vs every filed plan by assets

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

$8,476,005 Top 45% higher than 55% 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

Spectra Aerospace and Defense 401(k) 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. Spectra Aerospace and Defense 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spectra Aerospace and Defense 401(k) Plan reported participants rose from 34 in the plan year 2022 filing to 100 in the plan year 2023 filing.
  • Spectra Aerospace and Defense 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$643K in the plan year 2023 filing.
  • Spectra Aerospace and Defense 401(k) Plan end-of-year assets fell from $9M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 861905528 · Spectra a/D Acquisition, Inc PY 2023 · 401(k)

Spectra Aerospace and Defense 401(k) Plan · $8M · 100 · 55th

  • BOOK $8M
  • VS-ST 100
  • BOY 55th
  • SCH 401(k)
  • EBSA near Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan
  • PART ind #7561

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 Mexico →

Spectra Aerospace and Defense 401(k) Plan in the asset neighbourhood

Spectra Aerospace and Defense 401(k) PlanSpectra Aerospace and Defens…$8MMorrison, Ekre & Bart Management Services, Inc. 401(k) PlanMorrison, Ekre & Bart Manage…$8MInfrastripe, LLC 401(k) Profit Sharing PlanInfrastripe, LLC 401(k) Prof…$8MCustomized Distribution Services, Inc. 401(k) PlanCustomized Distribution Serv…$8MPrice, Meese, Shulman & Darminio, PC 401(k) PlanPrice, Meese, Shulman & Darm…$8M
End-of-year total assets ($M) among Spectra Aerospace and Defense 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$643K
Employer EIN861905528
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spectra a/D Acquisition, Inc)

Sponsor-wide plan assets over time

All Spectra a/D Acquisition, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 9.356323449925503% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $9.12M $9.97M ▲ +9.3%
Year Plans Participants Total Assets
2022 1 34 $9M
2023 1 100 $8M
2024 1 104 $10M

Nearby 401(k) Plans in New Mexico

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

Spectra Aerospace and Defense 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Spectra Aerospace and Defense 401(k) Plan, Total assets ($B): 0.008476005 · Participants: 100Spectra Aerospace and Defense 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Spectra Aerospace and Defense 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Spectra Aerospace and Defense 401(k) Plan side-by-side with 3 peers →

Spectra Aerospace and Defense 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan in AZ ($8M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Spectra Aerospace and Defense 401(k) Plan assets move in 2023? ▼
Spectra Aerospace and Defense 401(k) Plan pulled back noticeably - down 7.1% during 2023, from $9M to $8M. Reported net income was -$643K.
How have Spectra a/D Acquisition, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectra a/D Acquisition, Inc's sponsor-wide assets grew 9.4%, from $9M to $10M.
Which 401(k) plans are similar in size to Spectra Aerospace and Defense 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morrison, Ekre & Bart Management Services, Inc. 401(k) Plan in AZ ($8M, 621 participants).
Which 401(k) plans cover a similar participant headcount to Spectra Aerospace and Defense 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (100 participants, $370K 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 861905528.

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.