401(k) · DOL Form 5500 · 2023

Spear Education, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 272
Participants Below avg headcount: 64th
Percentile by assets National rank: $46,997
Avg per participant Low balance/head

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Official DOL plan name: Spear Education 401(k) Plan · Sponsored by Spear Education, LLC · Arizona · Professional & Technical Services

$13M in assets, 272 participants

Spear Education, LLC's Spear Education 401(k) Plan reported $13M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

#12,807 in Professional & Technical Services (20,321 peers)

Coverage in Arizona

Spear Education 401(k) Plan covers 272 participants in Arizona, about 48% of the average Arizona filer (state average ~564 per filing). Assets: $13M.

#12,807
in Professional & Technical Services (20,321 peers): +24.5%
assets growth YoY

Spear Education 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Spear Education 401(k) Plan vs every filed plan by assets

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

$12,783,310 Top 36% higher than 64% 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

Spear Education 401(k) 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. Spear Education 401(k) Plan sits mid-pack in the medium band (272 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Spear Education 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Spear Education 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Spear Education 401(k) Plan reported participants fell from 279 in the plan year 2022 filing to 272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208610060 · Spear Education, LLC PY 2023 · 401(k)

Spear Education 401(k) Plan · $13M · 272 · 64th

PHOTO $13M
IND 272
EOY 64th
5500 401(k)
ASSETS near Banner Solutions 401(k) Retirement Savings Plan
PCT ind #12807

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 Arizona →

End-of-year total assets ($M) among Spear Education 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$13M
Net Income	$3M
Employer EIN	208610060
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Spear Education, LLC)

Latest sponsor-wide plan assets: $14M 32.144806768047175% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	279	$10M
2023	1	272	$13M
2024	1	210	$14M

Nearby 401(k) Plans in Arizona

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

Spear Education 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Spear Education 401(k) Plan side-by-side with 3 peers →

Spear Education 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Banner Solutions 401(k) Retirement Savings Plan in IL ($13M); by covered participants it is Feesers, Inc. Profit Sharing Plan in PA (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Banner Solutions 401(k) Retirement Savings Plan (IL) $13M · 280
Asps 401(k) Plan (IL) $13M · 99
Av Squad, LP 401(k) Plan (CA) $13M · 151
Vino Farms, LLC Retirement Plan (CA) $13M · 252

Similar participant headcount

Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.

Feesers, Inc. Profit Sharing Plan (PA) 272 · 0 off
Magnificus Corporation 401(k) Plan (MD) 272 · 0 off
Keystone Pacific 401(k) Plan (CA) 272 · 0 off
Mouser Cabinetry LLC (KY) 272 · 0 off

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 Spear Education 401(k) Plan assets move in 2023? ▼

Spear Education 401(k) Plan grew sharply - up 24.5% during 2023, from $10M to $13M. Reported net income was $3M.

How have Spear Education, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Spear Education, LLC's sponsor-wide assets grew 32.1%, from $10M to $14M.

Which 401(k) plans are similar in size to Spear Education 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Banner Solutions 401(k) Retirement Savings Plan in IL ($13M, 280 participants).

Which 401(k) plans cover a similar participant headcount to Spear Education 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Feesers, Inc. Profit Sharing Plan in PA (272 participants, N/A 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 208610060.