401(k) · DOL Form 5500 · 2024
Bill Spitzer & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $139,013
- Avg per participant Near avg balance/head
Official DOL plan name: Bill Spitzer & Associates Thrift and Profit Sharing Plan · Sponsored by Bill Spitzer & Associates, Inc. · Texas · Other Services
$5M in assets, 35 participants
Bill Spitzer & Associates, Inc.'s Bill Spitzer & Associates Thrift and Profit Sharing Plan reported $5M in total assets and 35 participants in its 2024 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.
- #4,932 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Bill Spitzer & Associates Thrift and Profit Sharing Plan ranks #4,932 of 7,719 2024 filers by assets (413% of the sector average)-$5M for 35 participants.
- #4,932
- in Other Services (7,719 peers)
- +23.7%
- assets growth YoY
Bill Spitzer & Associates Thrift and Profit Sharing Plan's mid-pack asset rank among Other Services and all filers
Bill Spitzer & Associates Thrift and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,865,452 41st percentile higher than 41% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bill Spitzer & Associates Thrift and Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bill Spitzer & Associates Thrift and Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Bill Spitzer & Associates Thrift and Profit Sharing Plan reported net income rose from $539K in the plan year 2023 filing to $934K in the plan year 2024 filing.
- Bill Spitzer & Associates Thrift and Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Bill Spitzer & Associates Thrift and Profit Sharing Plan reported participants rose from 34 in the plan year 2023 filing to 35 in the plan year 2024 filing.
DOL schedule card
Filing strip 741996710 · Bill Spitzer & Associates, Inc. PY 2024 · 401(k)
Bill Spitzer & Associates Thrift and Profit Sharing Plan · $5M · 35 · 41st
- EOY $5M
- EOY 35
- EOY 41st
- EOY 401(k)
- EOY near Continuumrx Services, Inc. 401(k) Ps Plan
- EOY ind #4932
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 Other Services retirement plans → · Plans in Texas →
Bill Spitzer & Associates Thrift and Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $934K |
| Employer EIN | 741996710 |
| Plan Effective Date | 1992-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bill Spitzer & Associates, Inc.)
Sponsor-wide plan assets over time
All Bill Spitzer & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 43.383953628662105% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $3M |
| 2023 | 1 | 34 | $4M |
| 2024 | 1 | 35 | $5M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Bill Spitzer & Associates Thrift and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Continuumrx Services, Inc. 401(k) Ps Plan in AL ($5M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.
- Little - Morris, LLP Profit Sharing Plan (ID) 35 · 0 off
- Idaho Arthritis Center 401(k) Plan (ID) 35 · 0 off
- Dynamic Research, Inc. Retirement Plan (CA) 35 · 0 off
- Coact, Inc. 401(k) Plan (MD) 35 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.