401(k) · DOL Form 5500 · 2023

Spencer Ogden 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
425
Participants Below avg headcount
43rd
Percentile by assets National rank
$10,809
Avg per participant Low balance/head
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Official DOL plan name: Spencer Ogden 401(k) Profit Sharing Plan and Trust · Sponsored by Spencer Ogden · Texas · Administrative & Support Services

$5M in assets, 425 participants

Spencer Ogden's Spencer Ogden 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 425 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,868 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Spencer Ogden 401(k) Profit Sharing Plan and Trust ranks #2,868 of 4,372 2023 filers by assets (628% of the sector average)-$5M for 425 participants.

#2,868
in Administrative & Support Services (4,372 peers)
+56.5%
assets growth YoY

Spencer Ogden 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

Spencer Ogden 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,593,838 43rd percentile higher than 43% 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

Spencer Ogden 401(k) Profit Sharing Plan and Trust 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. Spencer Ogden 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (425 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spencer Ogden 401(k) Profit Sharing Plan and Trust reported net income rose from $201K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Spencer Ogden 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Spencer Ogden 401(k) Profit Sharing Plan and Trust reported participants rose from 365 in the plan year 2022 filing to 425 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 452263819 · Spencer Ogden PY 2023 · 401(k)

Spencer Ogden 401(k) Profit Sharing Plan and Trust · $5M · 425 · 43rd

  • ASSETS $5M
  • PCT 425
  • EIN 43rd
  • RANK 401(k)
  • PHOTO near Gotham Greens 401(k)
  • IND ind #2868

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 Administrative & Support Services retirement plans → · Plans in Texas →

Spencer Ogden 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Spencer Ogden 401(k) Profit Sharing Plan and TrustSpencer Ogden 401(k) Profit …$5MGotham Greens 401(k)$5MAirmatic Compressor Systems, Inc. 401(k) PlanAirmatic Compressor Systems,…$5MMonterey Peninsula General Den 401(k) Profit Sharing Plan & TrustMonterey Peninsula General D…$5MSwift Roofing of E-Town, Inc. Retirement Savings PlanSwift Roofing of E-Town, Inc…$5M
End-of-year total assets ($M) among Spencer Ogden 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN452263819
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spencer Ogden)

Sponsor-wide plan assets over time

All Spencer Ogden plans reported in each filing year

Latest sponsor-wide plan assets
$7M 127.38770741941636% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.94M $6.68M ▲ +127.2%
Year Plans Participants Total Assets
2022 1 365 $3M
2023 1 425 $5M
2024 1 466 $7M

Nearby 401(k) Plans in Texas

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

Spencer Ogden 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Spencer Ogden 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004593838 · Participants: 425Spencer Ogden 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Spencer Ogden 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Spencer Ogden 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Spencer Ogden 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Gotham Greens 401(k) in NY ($5M); by covered participants it is Restaurants of America Retirement Plan in CO (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 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 Spencer Ogden 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Spencer Ogden 401(k) Profit Sharing Plan and Trust surged - up 56.5% during 2023, from $3M to $5M. Reported net income was $2M.
How have Spencer Ogden plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Ogden's sponsor-wide assets grew 127.4%, from $3M to $7M.
Which 401(k) plans are similar in size to Spencer Ogden 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gotham Greens 401(k) in NY ($5M, 390 participants).
Which 401(k) plans cover a similar participant headcount to Spencer Ogden 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Restaurants of America Retirement Plan in CO (425 participants, $3M 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 452263819.

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.