401(k) · DOL Form 5500 · 2023
Spagnolo/Gisness & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $75,337
- Avg per participant Below avg balance/head
Official DOL plan name: Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan · Sponsored by Spagnolo/Gisness & Associates, Inc. · Massachusetts · Professional & Technical Services
$9M in assets, 123 participants
Spagnolo/Gisness & Associates, Inc.'s Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan reported $9M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #11,255 in Professional & Technical Services (20,321 peers)
Coverage in Massachusetts
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan covers 123 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.
- #11,255
- in Professional & Technical Services (20,321 peers)
- -4.7%
- assets change YoY
The plan reported a net loss of $460K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,266,459 Top 43% higher than 57% 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
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing 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. Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan sits mid-pack in the medium band (123 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan reported net income rose from -$777K in the plan year 2022 filing to -$460K in the plan year 2023 filing.
- Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan reported participants rose from 98 in the plan year 2022 filing to 123 in the plan year 2023 filing.
- Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan end-of-year assets fell from $10M in the plan year 2022 filing to $9M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 043110104 · Spagnolo/Gisness & Associates, Inc. PY 2023 · 401(k)
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan · $9M · 123 · 57th
- TYPE $9M
- NET 123
- BOOK 57th
- VS-ST 401(k)
- BOY near Warshauer Electric Supply Comp 401(k) Profit Sharing Plan & Trust
- SCH ind #11255
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 Massachusetts →
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$460K |
| Employer EIN | 043110104 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spagnolo/Gisness & Associates, Inc.)
Sponsor-wide plan assets over time
All Spagnolo/Gisness & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 4.571807505763878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $10M |
| 2023 | 1 | 123 | $9M |
| 2024 | 1 | 82 | $10M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Warshauer Electric Supply Comp 401(k) Profit Sharing Plan & Trust in NJ ($9M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Sunchase Salary Savings Plan (NC) 123 · 0 off
- Integral Group 401(k) Plan (CA) 123 · 0 off
- The Jane Pauley Community Health (IN) 123 · 0 off
- Ellicott Dredge Group Plan (WI) 123 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.