Profit Sharing · DOL Form 5500 · 2024

Spearfish Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$530K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$265,171
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spearfish Investments, Inc. Retirement Plan · Sponsored by Spearfish Investments, Inc. · Texas · Real Estate

$530K in assets, 2 participants

Spearfish Investments, Inc.'s Spearfish Investments, Inc. Retirement Plan reported $530K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,429 in Real Estate (4,605 peers)

Spearfish Investments, Inc. multi-year trail

Spearfish Investments, Inc.'s plans moved +85.0% in assets from 2022 to 2024; this filing shows Spearfish Investments, Inc. Retirement Plan at $530K / 2 participants.

#1,429
in Real Estate (4,605 peers)
+50.3%
assets growth YoY

Spearfish Investments, Inc. Retirement Plan among the smaller filed plans by assets

Spearfish Investments, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$530,341 18th percentile higher than 18% of 123,620 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 2024

Spearfish Investments, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spearfish Investments, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spearfish Investments, Inc. Retirement Plan reported net income rose from $66K in the plan year 2023 filing to $177K in the plan year 2024 filing.
  • Spearfish Investments, Inc. Retirement Plan end-of-year assets rose from $353K in the plan year 2023 filing to $530K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 842769420 · Spearfish Investments, Inc. PY 2024 · Profit Sharing

Spearfish Investments, Inc. Retirement Plan · $530K · 2 · 18th

  • EOY $530K
  • 5500 2
  • ASSETS 18th
  • PCT Profit Sharing
  • EIN near Rock Solid Music, Inc. Retirement Plan
  • RANK ind #1429

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 Real Estate retirement plans → · Plans in Texas →

Spearfish Investments, Inc. Retirement Plan in the asset neighbourhood

Spearfish Investments, Inc. Retirement PlanSpearfish Investments, Inc. …$530KRock Solid Music, Inc. Retirement PlanRock Solid Music, Inc. Retir…$530KBp and Ij Corp. Profit Sharing PlanBp and Ij Corp. Profit Shari…$530KRenal Medical Care, Csp Retirement PlanRenal Medical Care, Csp Reti…$530KNewman Brothers Capital Corporation Retirement PlanNewman Brothers Capital Corp…$531K
End-of-year total assets ($M) among Spearfish Investments, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Spearfish Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Spearfish Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$530K 85.03925194515195% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.29M $0.53M ▲ +82.8%
Year Plans Participants Total Assets
2022 1 2 $287K
2023 1 2 $353K
2024 1 2 $530K

Spearfish Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$353K
Net Assets (End of Year)$530K
Net Income$177K
Employer EIN842769420
Plan Effective Date2019-10-17
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Spearfish Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Spearfish Investments, Inc. Retirement Plan, Total assets ($B): 0.000530341 · Participants: 2Spearfish Investments, Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Spearfish Investments, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Spearfish Investments, Inc. Retirement Plan side-by-side with 3 peers →

Spearfish Investments, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Rock Solid Music, Inc. Retirement Plan in NY ($530K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Spearfish Investments, Inc. Retirement Plan assets move in 2024? ▼
Spearfish Investments, Inc. Retirement Plan surged - up 50.3% during 2024, from $353K to $530K. Reported net income was $177K.
How have Spearfish Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spearfish Investments, Inc.'s sponsor-wide assets grew 85.0%, from $287K to $530K.
Where does Spearfish Investments, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Spearfish Investments, Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Spearfish Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rock Solid Music, Inc. Retirement Plan in NY ($530K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Spearfish Investments, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 842769420.

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.