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
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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

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

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.

See the national 2022→2023 release diff →

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

Action-Housing, Inc. Employee Retirement PlanAction-Housing, Inc. Employe…$4MRichard I Spiro Profit Sharing PlanRichard I Spiro Profit Shari…$4MBarc Developmental Services Money Purchase Pension Plan (Mppp)Barc Developmental Services …$4MLandy & Landy P.C. Employees' Pension PlanLandy & Landy P.C. Employees…$4MCatholic Charities of the Diocese of Pittsburgh, Inc. and It's Subsidiary Corporations Money Purchase PlanCatholic Charities of the Di…$4M
End-of-year total assets ($M) among Richard I Spiro Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

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
$2M$3M$4M$5M$6M 202220232024 $3.18M $5.37M ▲ +68.9%
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 EIN043255736
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Richard I Spiro Profit Sharing Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Richard I Spiro Profit Sharing Plan, Total assets ($B): 0.004228926 · Participants: 1Richard I Spiro Profit Sharing PlanThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Richard I Spiro Profit Sharing Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants

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.

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 Richard I Spiro Profit Sharing Plan assets move in 2023?
Richard I Spiro Profit Sharing Plan surged - up 33.1% during 2023, from $3M to $4M. Reported net income was $1M.
How have Richard I Spiro, M.D. plan assets changed over time?
Across 3 plan years on file (2022-2024), Richard I Spiro, M.D.'s sponsor-wide assets grew 68.9%, from $3M to $5M.
Which Money Purchase plans are similar in size to Richard I Spiro Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by assets is Barc Developmental Services Money Purchase Pension Plan (Mppp) in PA ($4M, 187 participants).
Which Money Purchase plans cover a similar participant headcount to Richard I Spiro Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K in assets).