401(k) · DOL Form 5500 · 2023

David a Spott, Md PA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
36th
Percentile by assets National rank
$604,833
Avg per participant High balance/head
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Official DOL plan name: David a Spott, Md PA Employees' 401(k) Profit Sharing Plan · Sponsored by David a Spott, Md PA · Maryland · Healthcare & Social Assistance

$3M in assets, 5 participants

David a Spott, Md PA's David a Spott, Md PA Employees' 401(k) Profit Sharing Plan reported $3M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,513 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan grew at a solid clip 8.8% in 2023 ($3M → $3M) for 5 participants.

#6,513
in Healthcare & Social Assistance (17,684 peers)
+8.8%
assets growth YoY

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,024,166 36th percentile higher than 36% 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

David a Spott, Md PA Employees' 401(k) 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. David a Spott, Md PA Employees' 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • David a Spott, Md PA Employees' 401(k) Profit Sharing Plan reported net income rose from -$173K in the plan year 2022 filing to $246K in the plan year 2023 filing.
  • David a Spott, Md PA Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520912565 · David a Spott, Md PA PY 2023 · 401(k)

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan · $3M · 5 · 36th

  • 5500 $3M
  • 5500 5
  • 5500 36th
  • 5500 401(k)
  • 5500 near Addiction Campuses 401(k) Plan
  • 5500 ind #6513

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 Maryland →

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

David a Spott, Md PA Employees' 401(k) Profit Sharing PlanDavid a Spott, Md PA Employe…$3MAddiction Campuses 401(k) PlanAddiction Campuses 401(k) Pl…$3MSympatec E401(k)$3MNgg Ltd., Inc. 401(k) Plan$3MTrillium Brewing Company 401(k) PlanTrillium Brewing Company 401…$3M
End-of-year total assets ($M) among David a Spott, Md PA Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

David a Spott, Md PA years around the 2023 move

Sponsor-wide plan assets over time

All David a Spott, Md PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.13413923571835% vs 2022
2024 filing year
$2.7M$2.8M$2.9M$3M$3.1M 202220232024 $2.78M $2.81M ▲ +1.1%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $3M
2024 1 5 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$246K
Employer EIN520912565
Plan Effective Date1971-09-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants David a Spott, Md PA Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.003024166 · Participants: 5David a Spott, Md PA Employees' 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
David a Spott, Md PA Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare David a Spott, Md PA Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Addiction Campuses 401(k) Plan in TX ($3M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 David a Spott, Md PA Employees' 401(k) Profit Sharing Plan assets move in 2023? ▼
David a Spott, Md PA Employees' 401(k) Profit Sharing Plan grew at a solid clip - up 8.8% during 2023, from $3M to $3M. Reported net income was $246K.
How have David a Spott, Md PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David a Spott, Md PA's sponsor-wide assets grew 1.1%, from $3M to $3M.
Which 401(k) plans are similar in size to David a Spott, Md PA Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Addiction Campuses 401(k) Plan in TX ($3M, 196 participants).
Which 401(k) plans cover a similar participant headcount to David a Spott, Md PA Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 520912565.

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.