401(k) · DOL Form 5500 · 2023

Spencer Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
374
Participants Below avg headcount
59th
Percentile by assets National rank
$26,627
Avg per participant Low balance/head
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Official DOL plan name: Spencer Technologies, Inc. 401(k) and Profit Sharing Plan · Sponsored by Spencer Technologies, Inc. · Massachusetts · Professional & Technical Services

$10M in assets, 374 participants

Spencer Technologies, Inc.'s Spencer Technologies, Inc. 401(k) and Profit Sharing Plan reported $10M in total assets and 374 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,600 in Professional & Technical Services (20,321 peers)

Spencer Technologies, Inc. multi-year trail

Spencer Technologies, Inc.'s plans moved +21.1% in assets from 2022 to 2024; this filing shows Spencer Technologies, Inc. 401(k) and Profit Sharing Plan at $10M / 374 participants.

#11,600
in Professional & Technical Services (20,321 peers)
+10.1%
assets growth YoY

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$9,958,347 Top 41% higher than 59% 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 Technologies, Inc. 401(k) and 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 Technologies, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (374 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spencer Technologies, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $915K in the plan year 2023 filing.
  • Spencer Technologies, Inc. 401(k) and Profit Sharing Plan reported participants rose from 325 in the plan year 2022 filing to 374 in the plan year 2023 filing.
  • Spencer Technologies, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050499679 · Spencer Technologies, Inc. PY 2023 · 401(k)

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan · $10M · 374 · 59th

  • NET $10M
  • NET 374
  • NET 59th
  • NET 401(k)
  • NET near Medspeed, LLC 401(k) Profit Sharing Plan & Trust
  • NET ind #11600

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 Massachusetts →

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Spencer Technologies, Inc. 401(k) and Profit Sharing PlanSpencer Technologies, Inc. 4…$10MMedspeed, LLC 401(k) Profit Sharing Plan & TrustMedspeed, LLC 401(k) Profit …$10MChandler Exhibits, Inc. 401(k) Retirement PlanChandler Exhibits, Inc. 401(…$10MJerry Pate Company Retirement PlanJerry Pate Company Retiremen…$10MKingsisle Entertainment, Inc. 401(k) PlanKingsisle Entertainment, Inc…$10M
End-of-year total assets ($M) among Spencer Technologies, Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Spencer Technologies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spencer Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 21.10787461513318% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.04M $11M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 325 $9M
2023 1 374 $10M
2024 1 412 $11M

Spencer Technologies, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$915K
Employer EIN050499679
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Spencer Technologies, Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.009958347 · Participants: 374Spencer Technologies, Inc. 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Spencer Technologies, Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Spencer Technologies, Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Spencer Technologies, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Medspeed, LLC 401(k) Profit Sharing Plan & Trust in IL ($10M); by covered participants it is Sizzling Steak Concepts 401(k) Plan in GA (374 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (374 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 Technologies, Inc. 401(k) and Profit Sharing Plan assets move in 2023? ▼
Spencer Technologies, Inc. 401(k) and Profit Sharing Plan grew at a solid clip - up 10.1% during 2023, from $9M to $10M. Reported net income was $915K.
How have Spencer Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Technologies, Inc.'s sponsor-wide assets grew 21.1%, from $9M to $11M.
Which 401(k) plans are similar in size to Spencer Technologies, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medspeed, LLC 401(k) Profit Sharing Plan & Trust in IL ($10M, 3,174 participants).
Which 401(k) plans cover a similar participant headcount to Spencer Technologies, Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sizzling Steak Concepts 401(k) Plan in GA (374 participants, $14M 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 050499679.

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.