401(k) · DOL Form 5500 · 2023

Spinal Group, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
115
Participants Small participant base
62nd
Percentile by assets National rank
$103,368
Avg per participant Below avg balance/head
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Official DOL plan name: Spinal Group, Inc. 401(k) Plan · Sponsored by Spinal Group, Inc. · Massachusetts · Manufacturing

$12M in assets, 115 participants

Spinal Group, Inc.'s Spinal Group, Inc. 401(k) Plan reported $12M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,260 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Spinal Group, Inc. 401(k) Plan covers 115 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#9,260
in Manufacturing (18,722 peers)
+6.1%
assets growth YoY

Spinal Group, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Spinal Group, Inc. 401(k) Plan vs every filed plan by assets

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

$11,887,351 Top 38% higher than 62% 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

Spinal Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spinal Group, Inc. 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spinal Group, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $682K in the plan year 2023 filing.
  • Spinal Group, Inc. 401(k) Plan reported participants rose from 101 in the plan year 2022 filing to 115 in the plan year 2023 filing.
  • Spinal Group, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043440041 · Spinal Group, Inc. PY 2023 · 401(k)

Spinal Group, Inc. 401(k) Plan · $12M · 115 · 62nd

  • RANK $12M
  • RANK 115
  • RANK 62nd
  • RANK 401(k)
  • RANK near Harrison Inn Sixty-Six, Inc. Safe Harbor Plan
  • RANK ind #9260

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 Massachusetts →

Spinal Group, Inc. 401(k) Plan in the asset neighbourhood

Spinal Group, Inc. 401(k) PlanSpinal Group, Inc. 401(k) Pl…$12MHarrison Inn Sixty-Six, Inc. Safe Harbor PlanHarrison Inn Sixty-Six, Inc.…$12MCampbell Taylor Washburn 401(k) Profit Sharing PlanCampbell Taylor Washburn 401…$12MAdvanced Resource Technologies, Inc. 401(k) Profit Sharing Plan and TrustAdvanced Resource Technologi…$12MApplied Concepts, Inc. 401(k) Retirement PlanApplied Concepts, Inc. 401(k…$12M
End-of-year total assets ($M) among Spinal Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$682K
Employer EIN043440041
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spinal Group, Inc.)

Sponsor-wide plan assets over time

All Spinal Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 6.08579085840031% vs 2022
2023 filing year
$11M$11.5M$12M 20222023 $11.2M $11.9M ▲ +6.1%
Year Plans Participants Total Assets
2022 1 101 $11M
2023 2 115 $12M

Nearby 401(k) Plans in Massachusetts

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

Spinal Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Spinal Group, Inc. 401(k) Plan, Total assets ($B): 0.011887351 · Participants: 115Spinal Group, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Spinal Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Spinal Group, Inc. 401(k) Plan side-by-side with 3 peers →

Spinal Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Harrison Inn Sixty-Six, Inc. Safe Harbor Plan in MD ($12M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Spinal Group, Inc. 401(k) Plan assets move in 2023? ▼
Spinal Group, Inc. 401(k) Plan grew at a solid clip - up 6.1% during 2023, from $11M to $12M. Reported net income was $682K.
How have Spinal Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Spinal Group, Inc.'s sponsor-wide assets grew 6.1%, from $11M to $12M.
Which 401(k) plans are similar in size to Spinal Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harrison Inn Sixty-Six, Inc. Safe Harbor Plan in MD ($12M, 393 participants).
Which 401(k) plans cover a similar participant headcount to Spinal Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants, N/A 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 043440041.

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.