401(k) · DOL Form 5500 · 2023
Spencer Fane LLP 401(k) Plan
Data updated 2026-08-11
- $211M
- Total assets
- 621
- Participants
- 95th
- Percentile by assets
- $339,771
- Avg per participant
Official DOL plan name: Spencer Fane Retirement Plan · Sponsored by Spencer Fane LLP · Missouri · Professional & Technical Services
$211M in assets, 621 participants
Spencer Fane LLP's Spencer Fane Retirement Plan reported $211M in total assets and 621 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #19,530 in Professional & Technical Services (20,321 peers)
Where Spencer Fane Retirement Plan sits by assets
Spencer Fane Retirement Plan sits in the top 5% of all filed plans by assets, $211M for 621 participants (~$339,771/participant), up 30.4% in 2023.
- $211M
- total plan assets (2023 EOY)
- 621
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $339,771
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spencer Fane Retirement Plan reported net income rose from -$29M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- Spencer Fane Retirement Plan end-of-year assets rose from $162M in the plan year 2022 filing to $211M in the plan year 2023 filing.
- Spencer Fane Retirement Plan reported participants rose from 580 in the plan year 2022 filing to 621 in the plan year 2023 filing.
Spencer Fane Retirement Plan vs the 2023 asset distribution
By assets, Spencer Fane Retirement Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $211M |
| Net Income | $48M |
| Employer EIN | 440561981 |
| Plan Effective Date | 1967-11-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spencer Fane LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 580 | $162M |
| 2023 | 1 | 621 | $211M |
| 2024 | 2 | 838 | $270M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Spencer Fane Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Spencer Fane Retirement Plan by total assets, not by location.
- Border States Electric Supply 401(k) Plan (ND) $211M · 2,880
- Employer Flexible 401(k) Plan (TX) $211M · 9,830
- Unity Technologies 401(k) Plan (CA) $211M · 1,887
- My Savings Plan (Union) (KY) $211M · 4,258
Frequently Asked Questions
How did Spencer Fane Retirement Plan assets move in 2023? ▼
How have Spencer Fane LLP plan assets changed over time? ▼
Where does Spencer Fane Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Spencer Fane Retirement Plan? ▼
Next read for Spencer Fane Retirement Plan
Scale reading
Ways to act on Spencer Fane Retirement Plan's numbers.
- By total assets, Spencer Fane Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Spencer Fane LLP's sponsor-wide assets have grown 66.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans