Money Purchase · DOL Form 5500 · 2023
Richard I Spiro, M.D. Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $4.2M
- Avg per participant High balance/head
Official DOL plan name: Richard I Spiro Profit Sharing Plan · Sponsored by Richard I Spiro, M.D. · Massachusetts · Healthcare & Social Assistance
$4M in assets, 1 participants
Richard I Spiro, M.D.'s Richard I Spiro Profit Sharing Plan reported $4M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,826 in Healthcare & Social Assistance (17,684 peers)
Richard I Spiro, M.D. multi-year trail
Richard I Spiro, M.D.'s plans moved +68.9% in assets from 2022 to 2024; this filing shows Richard I Spiro Profit Sharing Plan at $4M / 1 participant.
- #7,826
- in Healthcare & Social Assistance (17,684 peers)
- +33.1%
- assets growth YoY
Richard I Spiro Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Richard I Spiro Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,228,926 41st percentile higher than 41% 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
Richard I Spiro Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard I Spiro Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Richard I Spiro Profit Sharing Plan reported net income rose from -$985K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Richard I Spiro Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
DOL schedule card
Filing strip 043255736 · Richard I Spiro, M.D. PY 2023 · Money Purchase
Richard I Spiro Profit Sharing Plan · $4M · 1 · 41st
- RANK $4M
- PHOTO 1
- IND 41st
- EOY Money Purchase
- 5500 near Barc Developmental Services Money Purchase Pension Plan (Mppp)
- ASSETS ind #7826
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 Massachusetts →
Richard I Spiro Profit Sharing Plan in the asset neighbourhood
Richard I Spiro, M.D. multi-year asset trail
Sponsor-wide plan assets over time
All Richard I Spiro, M.D. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 68.87748198282964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $3M |
| 2023 | 1 | 1 | $4M |
| 2024 | 1 | 1 | $5M |
Richard I Spiro, M.D. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 043255736 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Qualified Retirement Plan $2.6B · 12,551
- Retirement Income Plan for Teaching Faculty of Harvard University $2.2B · 2,687
- Massachusetts Laborers' Annuity Fund $2.2B · 11,709
- Harvard University Defined Contribution Retirement Plan $1.8B · 13,259
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.6B · 8,337
Richard I Spiro Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is Barc Developmental Services Money Purchase Pension Plan (Mppp) in PA ($4M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Barc Developmental Services Money Purchase Pension Plan (Mppp) (PA) $4M · 187
- Landy & Landy P.C. Employees' Pension Plan (NJ) $4M · N/A
- Action-Housing, Inc. Employee Retirement Plan (PA) $4M · 106
- Catholic Charities of the Diocese of Pittsburgh, Inc. and It's Subsidiary Corporations Money Purchase Plan (PA) $4M · 71
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Lmr Retirement Plan (PR) 1 · 0 off
- Steven R. Goldberg Esq. Money Purchase Plan (NJ) 1 · 0 off
- Jose Hernandez Retirement Plan (PR) 1 · 0 off
- Trinity Episcopal Church Money Purchase Plan (CT) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.