401(k) · DOL Form 5500 · 2023

Spencer's Tv and Appliance 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
252
Participants Below avg headcount
74th
Percentile by assets National rank
$84,318
Avg per participant Below avg balance/head
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Official DOL plan name: Spencer's Tv & Appliance 401(k) Profit Sharing Plan · Sponsored by Spencer's Tv and Appliance · Arizona · Retail Trade

$21M in assets, 252 participants

Spencer's Tv and Appliance's Spencer's Tv & Appliance 401(k) Profit Sharing Plan reported $21M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,025 in Retail Trade (8,414 peers)

Coverage in Arizona

Spencer's Tv & Appliance 401(k) Profit Sharing Plan covers 252 participants in Arizona, about 45% of the average Arizona filer (state average ~564 per filing). Assets: $21M.

#7,025
in Retail Trade (8,414 peers)
+19.7%
assets growth YoY

Spencer's Tv & Appliance 401(k) Profit Sharing Plan's outsized position by total assets

Spencer's Tv & Appliance 401(k) Profit Sharing Plan vs every filed plan by assets

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

$21,248,109 Top 26% higher than 74% 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's Tv & Appliance 401(k) Profit Sharing 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's Tv & Appliance 401(k) Profit Sharing Plan sits mid-pack in the medium band (252 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spencer's Tv & Appliance 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Spencer's Tv & Appliance 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860292380 · Spencer's Tv and Appliance PY 2023 · 401(k)

Spencer's Tv & Appliance 401(k) Profit Sharing Plan · $21M · 252 · 74th

  • EOY $21M
  • EOY 252
  • EOY 74th
  • EOY 401(k)
  • EOY near Redding Rancheria Enterprise 401(k) Plan
  • EOY ind #7025

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 Retail Trade retirement plans → · Plans in Arizona →

Spencer's Tv & Appliance 401(k) Profit Sharing Plan in the asset neighbourhood

Spencer's Tv & Appliance 401(k) Profit Sharing PlanSpencer's Tv & Appliance 401…$21MRedding Rancheria Enterprise 401(k) PlanRedding Rancheria Enterprise…$21MCodonics, Inc. 401(k) Profit Sharing Plan and TrustCodonics, Inc. 401(k) Profit…$21MNitsch Engineering, Inc. 401(k) PlanNitsch Engineering, Inc. 401…$21MMonterey Peninsula Engineering Retirement Savings PlanMonterey Peninsula Engineeri…$21M
End-of-year total assets ($M) among Spencer's Tv & Appliance 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN860292380
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spencer's Tv and Appliance)

Sponsor-wide plan assets over time

All Spencer's Tv and Appliance plans reported in each filing year

Latest sponsor-wide plan assets
$438M 34.17669616247561% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $327M $438M ▲ +34.2%
Year Plans Participants Total Assets
2022 2 488 $327M
2023 2 505 $334M
2024 2 526 $438M

Nearby 401(k) Plans in Arizona

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

Spencer's Tv & Appliance 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Spencer's Tv & Appliance 401(k) Profit Sharing Plan, Total assets ($B): 0.021248109 · Participants: 252Spencer's Tv & Appliance 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Spencer's Tv & Appliance 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Spencer's Tv & Appliance 401(k) Profit Sharing Plan side-by-side with 3 peers →

Spencer's Tv & Appliance 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Redding Rancheria Enterprise 401(k) Plan in CA ($21M); by covered participants it is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (252 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's Tv & Appliance 401(k) Profit Sharing Plan assets move in 2023? ▼
Spencer's Tv & Appliance 401(k) Profit Sharing Plan grew sharply - up 19.7% during 2023, from $18M to $21M. Reported net income was $3M.
How have Spencer's Tv and Appliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer's Tv and Appliance's sponsor-wide assets grew 34.2%, from $327M to $438M.
Which 401(k) plans are similar in size to Spencer's Tv & Appliance 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redding Rancheria Enterprise 401(k) Plan in CA ($21M, 453 participants).
Which 401(k) plans cover a similar participant headcount to Spencer's Tv & Appliance 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tonoga, Inc. Profit Sharing/401(k) Plan in NY (252 participants, $29M 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 860292380.

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.