401(k) · DOL Form 5500 · 2023

Systems Planning and Analysis, Inc. 401(k) Plan

Data updated 2026-08-11

$341M
Total assets
989
Participants
96th
Percentile by assets
$344,786
Avg per participant
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Official DOL plan name: Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust · Sponsored by Systems Planning and Analysis, Inc. · Virginia · Professional & Technical Services

$341M in assets, 989 participants

Systems Planning and Analysis, Inc.'s Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust reported $341M in total assets and 989 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #19,807 in Professional & Technical Services (20,321 peers)

Where Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust sits by assets

Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust sits in the top 5% of all filed plans by assets, $341M for 989 participants (~$344,786/participant), up 59.6% in 2023.

$341M
total plan assets (2023 EOY)
989
covered participants
96th
percentile by assets (of 127,072 plans)
$344,786
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust reported net income rose from -$45M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $214M in the plan year 2022 filing to $341M in the plan year 2023 filing.
  • Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust reported participants rose from 657 in the plan year 2022 filing to 989 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust vs the 2023 asset distribution

By assets, Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$341M
Net Income$67M
Employer EIN520956951
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Systems Planning and Analysis, Inc.)

$100M$200M$300M$400M$500M 202220232024 $214M $428M ▲ +100.5%
Total plan assets by year, all Systems Planning and Analysis, Inc. plans on file
Year Plans Participants Total Assets
2022 1 657 $214M
2023 1 989 $341M
2024 1 1,542 $428M

Nearby 401(k) Plans in Virginia

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

Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants

Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Systems Planning and…Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Leidos, Inc. Retirem…Bae Systems Employee…
Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust assets move in 2023?
Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust surged - up 59.6% during 2023, from $214M to $341M. Reported net income was $67M.
How have Systems Planning and Analysis, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Systems Planning and Analysis, Inc.'s sponsor-wide assets grew 100.5%, from $214M to $428M.
Where does Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Systems Planning and Analysis, Inc. Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Banc of California, Inc. 401(k) Plan in CA ($341M, 733 participants).

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