401(k) · DOL Form 5500 · 2023
Spaulding Clinical Research 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 168
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $25,596
- Avg per participant Low balance/head
Official DOL plan name: Spaulding Clinical Research 401(k) Plan · Sponsored by Spaulding Clinical Research · Wisconsin · Professional & Technical Services
$4M in assets, 168 participants
Spaulding Clinical Research's Spaulding Clinical Research 401(k) Plan reported $4M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #7,932 in Professional & Technical Services (20,321 peers)
Coverage in Wisconsin
Spaulding Clinical Research 401(k) Plan covers 168 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.
- #7,932
- in Professional & Technical Services (20,321 peers)
- +54.1%
- assets growth YoY
Spaulding Clinical Research 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Spaulding Clinical Research 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,300,208 42nd percentile higher than 42% 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
Spaulding Clinical Research 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. Spaulding Clinical Research 401(k) Plan sits mid-pack in the medium band (168 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spaulding Clinical Research 401(k) Plan reported net income rose from $444K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Spaulding Clinical Research 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Spaulding Clinical Research 401(k) Plan reported participants rose from 161 in the plan year 2022 filing to 168 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 260647166 · Spaulding Clinical Research PY 2023 · 401(k)
Spaulding Clinical Research 401(k) Plan · $4M · 168 · 42nd
- ASSETS $4M
- ASSETS 168
- ASSETS 42nd
- ASSETS 401(k)
- ASSETS near Pressure Biosciences, Inc.
- ASSETS ind #7932
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 Wisconsin →
Spaulding Clinical Research 401(k) Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 260647166 |
| Plan Effective Date | 2008-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spaulding Clinical Research)
Sponsor-wide plan assets over time
All Spaulding Clinical Research plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 79.90540676631558% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 161 | $3M |
| 2023 | 1 | 168 | $4M |
| 2024 | 1 | 164 | $5M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Spaulding Clinical Research 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Pressure Biosciences, Inc. in MA ($4M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Pressure Biosciences, Inc. (MA) $4M · 15
- Bristol Id Technologies 401(k) Profit Sharing Plan (NY) $4M · 140
- Vendors Supply, Inc. Profit Sharing Plan (SC) $4M · 115
- Leostella, LLC 401(k) Plan (WA) $4M · 45
Similar participant headcount
Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.
- Jenkins Linc-Merc, Inc. 401(k) Plan (FL) 168 · 0 off
- Serving Children and Adults in Need, Inc. 401(k) Plan (TX) 168 · 0 off
- Circle Y Saddles, Inc. 401(k) Profit Sharing Plan (TX) 168 · 0 off
- Deseret-Blue Mountain 401(k) Plan (UT) 168 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.