401(k) · DOL Form 5500 · 2023

Spitzer Management, Inc. 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
712
Participants Below avg headcount
90th
Percentile by assets National rank
$125,269
Avg per participant Near avg balance/head
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Official DOL plan name: Spitzer Management Inc Profit Sharing and Savings Plan · Sponsored by Spitzer Management, Inc. · Ohio · Professional & Technical Services

$89M in assets, 712 participants

Spitzer Management, Inc.'s Spitzer Management Inc Profit Sharing and Savings Plan reported $89M in total assets and 712 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,630 in Professional & Technical Services (20,321 peers)

Where Spitzer Management Inc Profit Sharing and Savings Plan sits by assets

Spitzer Management Inc Profit Sharing and Savings Plan sits in the top 10% of all filed plans by assets, $89M for 712 participants (~$125,269/participant), up 16.1% in 2023.

#18,630
in Professional & Technical Services (20,321 peers)
+16.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Spitzer Management Inc Profit Sharing and Savings Plan's outsized position by total assets

Spitzer Management Inc Profit Sharing and Savings Plan vs every filed plan by assets

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

$89,191,387 Top 10% higher than 90% 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

Spitzer Management Inc Profit Sharing and Savings 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. Spitzer Management Inc Profit Sharing and Savings Plan sits mid-pack in the medium band (712 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spitzer Management Inc Profit Sharing and Savings Plan reported net income rose from -$33M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Spitzer Management Inc Profit Sharing and Savings Plan end-of-year assets rose from $77M in the plan year 2022 filing to $89M in the plan year 2023 filing.
  • Spitzer Management Inc Profit Sharing and Savings Plan reported participants rose from 632 in the plan year 2022 filing to 712 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340795747 · Spitzer Management, Inc. PY 2023 · 401(k)

Spitzer Management Inc Profit Sharing and Savings Plan · $89M · 712 · 90th

  • EOY $89M
  • EOY 712
  • EOY 90th
  • EOY 401(k)
  • EOY near Propharma Group 401(k) Plan
  • EOY ind #18630

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Spitzer Management Inc Profit Sharing and Savings Plan in the asset neighbourhood

Spitzer Management Inc Profit Sharing and Savings PlanSpitzer Management Inc Profi…$89MPropharma Group 401(k) Plan$89MCamfil USA, Inc. 401(k) Plan$89MMka International, Inc. 401(k) Profit Sharing PlanMka International, Inc. 401(…$89MGranger Medical Clinic, P.C. 401(k) and Profit Sharing PlanGranger Medical Clinic, P.C.…$89M
End-of-year total assets ($M) among Spitzer Management Inc Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$89M
Net Income$12M
Employer EIN340795747
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spitzer Management, Inc.)

Sponsor-wide plan assets over time

All Spitzer Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$107M 38.732469982958726% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $76.8M $107M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 632 $77M
2023 1 712 $89M
2024 1 781 $107M

Nearby 401(k) Plans in Ohio

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

Spitzer Management Inc Profit Sharing and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Spitzer Management Inc Profit Sharing and Savings Plan, Total assets ($B): 0.089191387 · Participants: 712Spitzer Management Inc Profit Sharing and Savings PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Spitzer Management Inc Profit Sharing and Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Spitzer Management Inc Profit Sharing and Savings Plan side-by-side with 3 peers →

Spitzer Management Inc Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Propharma Group 401(k) Plan in NC ($89M); by covered participants it is Rpa Retirement Plan in CA (712 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($89M here).

Similar participant headcount

Nearest other-state filings by covered participants (712 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 Spitzer Management Inc Profit Sharing and Savings Plan assets move in 2023? ▼
Spitzer Management Inc Profit Sharing and Savings Plan grew sharply - up 16.1% during 2023, from $77M to $89M. Reported net income was $12M.
How have Spitzer Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spitzer Management, Inc.'s sponsor-wide assets grew 38.7%, from $77M to $107M.
Where does Spitzer Management Inc Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
Spitzer Management Inc Profit Sharing and Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Spitzer Management Inc Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Propharma Group 401(k) Plan in NC ($89M, 1,591 participants).
Which 401(k) plans cover a similar participant headcount to Spitzer Management Inc Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rpa Retirement Plan in CA (712 participants, $112M 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 340795747.

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.