401(k) · DOL Form 5500 · 2023

Spear Physical Therapy PLLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
467
Participants Below avg headcount
61st
Percentile by assets National rank
$23,464
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spear Physical Therapy PLLC 401(k) Plan · Sponsored by Spear Physical Therapy PLLC · New York · Healthcare & Social Assistance

$11M in assets, 467 participants

Spear Physical Therapy PLLC's Spear Physical Therapy PLLC 401(k) Plan reported $11M in total assets and 467 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,682 in Healthcare & Social Assistance (17,684 peers)

Spear Physical Therapy PLLC multi-year trail

Spear Physical Therapy PLLC's plans moved +118.5% in assets from 2022 to 2024; this filing shows Spear Physical Therapy PLLC 401(k) Plan at $11M / 467 participants.

#11,682
in Healthcare & Social Assistance (17,684 peers)
+44.7%
assets growth YoY

Spear Physical Therapy PLLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Spear Physical Therapy PLLC 401(k) Plan vs every filed plan by assets

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

$10,957,839 Top 39% higher than 61% 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

Spear Physical Therapy PLLC 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. Spear Physical Therapy PLLC 401(k) Plan sits mid-pack in the medium band (467 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spear Physical Therapy PLLC 401(k) Plan reported net income rose from -$117K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Spear Physical Therapy PLLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Spear Physical Therapy PLLC 401(k) Plan reported participants rose from 344 in the plan year 2022 filing to 467 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202775993 · Spear Physical Therapy PLLC PY 2023 · 401(k)

Spear Physical Therapy PLLC 401(k) Plan · $11M · 467 · 61st

  • NET $11M
  • NET 467
  • NET 61st
  • NET 401(k)
  • NET near Community Loans of America Group 401(k) Plan
  • NET ind #11682

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Spear Physical Therapy PLLC 401(k) Plan in the asset neighbourhood

Spear Physical Therapy PLLC 401(k) PlanSpear Physical Therapy PLLC …$11MCommunity Loans of America Group 401(k) PlanCommunity Loans of America G…$11MInternational Thermal Systems LLC 401(k) Retirement PlanInternational Thermal System…$11MDeep Well Services 401(k) Profit Sharing PlanDeep Well Services 401(k) Pr…$11MGebruder Weiss, Inc 401(k) PlanGebruder Weiss, Inc 401(k) P…$11M
End-of-year total assets ($M) among Spear Physical Therapy PLLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Spear Physical Therapy PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Spear Physical Therapy PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 118.52749032906922% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.57M $16.5M ▲ +118.5%
Year Plans Participants Total Assets
2022 1 344 $8M
2023 1 467 $11M
2024 2 711 $17M

Spear Physical Therapy PLLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN202775993
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Spear Physical Therapy PLLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Spear Physical Therapy PLLC 401(k) Plan, Total assets ($B): 0.010957839 · Participants: 467Spear Physical Therapy PLLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Spear Physical Therapy PLLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Spear Physical Therapy PLLC 401(k) Plan side-by-side with 3 peers →

Spear Physical Therapy PLLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Community Loans of America Group 401(k) Plan in GA ($11M); by covered participants it is United Fashions of Texas 401(k) Plan in TX (467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (467 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 Spear Physical Therapy PLLC 401(k) Plan assets move in 2023? ▼
Spear Physical Therapy PLLC 401(k) Plan surged - up 44.7% during 2023, from $8M to $11M. Reported net income was $3M.
How have Spear Physical Therapy PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spear Physical Therapy PLLC's sponsor-wide assets grew 118.5%, from $8M to $17M.
Which 401(k) plans are similar in size to Spear Physical Therapy PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Loans of America Group 401(k) Plan in GA ($11M, 1,008 participants).
Which 401(k) plans cover a similar participant headcount to Spear Physical Therapy PLLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Fashions of Texas 401(k) Plan in TX (467 participants, $9M 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 202775993.

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.