401(k) · DOL Form 5500 · 2023

Spencer Fane LLP 401(k) Plan

Data updated 2026-08-25

$211M
Total assets Near avg plan size
621
Participants Below avg headcount
95th
Percentile by assets National rank
$339,771
Avg per participant High balance/head
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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.

  • #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.

#19,530
in Professional & Technical Services (20,321 peers)
+30.4%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Spencer Fane Retirement Plan's outsized position by total assets

Spencer Fane Retirement Plan vs every filed plan by assets

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

$210,997,653 Top 5% higher than 95% 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

Spencer Fane Retirement 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. Spencer Fane Retirement Plan sits mid-pack in the medium band (621 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 440561981 · Spencer Fane LLP PY 2023 · 401(k)

Spencer Fane Retirement Plan · $211M · 621 · 95th

  • EIN $211M
  • RANK 621
  • PHOTO 95th
  • IND 401(k)
  • EOY near Border States Electric Supply 401(k) Plan
  • 5500 ind #19530

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 Missouri →

Spencer Fane Retirement Plan in the asset neighbourhood

Unity Technologies 401(k) PlanUnity Technologies 401(k) Pl…$211MEmployer Flexible 401(k) Plan$211MBorder States Electric Supply 401(k) PlanBorder States Electric Suppl…$211MSpencer Fane Retirement Plan$211MMy Savings Plan (Union)$211M
End-of-year total assets ($M) among Spencer Fane Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$162M
Net Assets (End of Year)$211M
Net Income$48M
Employer EIN440561981
Plan Effective Date1967-11-24
Filing StatusFILING RECEIVED

Sponsor Plan History (Spencer Fane LLP)

Sponsor-wide plan assets over time

All Spencer Fane LLP plans reported in each filing year

Latest sponsor-wide plan assets
$270M 66.66049438230355% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $162M $270M ▲ +66.7%
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 Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Spencer Fane Retirement Plan, Total assets ($B): 0.210997653 · Participants: 621Spencer Fane Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Spencer Fane Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Spencer Fane Retirement Plan side-by-side with 3 peers →

Spencer Fane Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Border States Electric Supply 401(k) Plan in ND ($211M); by covered participants it is Chapman & Prime 401(k) Profit Sharing Plan in AL (621 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($211M here).

Similar participant headcount

Nearest other-state filings by covered participants (621 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 Spencer Fane Retirement Plan assets move in 2023? ▼
Spencer Fane Retirement Plan surged - up 30.4% during 2023, from $162M to $211M. Reported net income was $48M.
How have Spencer Fane LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Fane LLP's sponsor-wide assets grew 66.7%, from $162M to $270M.
Where does Spencer Fane Retirement Plan rank by assets among Form 5500 filers? ▼
Spencer Fane Retirement Plan ranks in the 95th 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 Spencer Fane Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Border States Electric Supply 401(k) Plan in ND ($211M, 2,880 participants).
Which 401(k) plans cover a similar participant headcount to Spencer Fane Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chapman & Prime 401(k) Profit Sharing Plan in AL (621 participants, $3M 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 440561981.

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.