401(k) · DOL Form 5500 · 2024

Spencer Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
17
Participants Small participant base
34th
Percentile by assets National rank
$170,385
Avg per participant Above avg balance/head
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Official DOL plan name: Spencer Corporation 401(k) Plan · Sponsored by Spencer Corporation · California · Manufacturing

$3M in assets, 17 participants

Spencer Corporation's Spencer Corporation 401(k) Plan reported $3M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,078 in Manufacturing (17,777 peers)

Spencer Corporation multi-year trail

Spencer Corporation's plans moved +48.8% in assets from 2022 to 2024; this filing shows Spencer Corporation 401(k) Plan at $3M / 17 participants.

#3,078
in Manufacturing (17,777 peers)
+18.7%
assets growth YoY

Spencer Corporation 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Spencer Corporation 401(k) Plan vs every filed plan by assets

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

$2,896,539 34th percentile higher than 34% 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

Spencer Corporation 401(k) 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. Spencer Corporation 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spencer Corporation 401(k) Plan reported participants rose from 14 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Spencer Corporation 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Spencer Corporation 401(k) Plan reported net income fell from $494K in the plan year 2023 filing to $455K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770504175 · Spencer Corporation PY 2024 · 401(k)

Spencer Corporation 401(k) Plan · $3M · 17 · 34th

  • PART $3M
  • PART 17
  • PART 34th
  • PART 401(k)
  • PART near Sunset Logistics, LLC 401(k) Plan
  • PART ind #3078

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 Manufacturing retirement plans → · Plans in California →

Spencer Corporation 401(k) Plan in the asset neighbourhood

Spencer Corporation 401(k) PlanSpencer Corporation 401(k) P…$3MSunset Logistics, LLC 401(k) PlanSunset Logistics, LLC 401(k)…$3MTucker Law Group LLC 401(k) Profit Sharing Plan TrustTucker Law Group LLC 401(k) …$3MJames M. Cooper D.D.S., PC Employees' 401(k) Profit Sharing PlanJames M. Cooper D.D.S., PC E…$3MTrust Management Network, LLC 401(k) PlanTrust Management Network, LL…$3M
End-of-year total assets ($M) among Spencer Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Spencer Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Spencer Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 48.800366178052535% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.95M $2.9M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 14 $2M
2024 1 17 $3M

Spencer Corporation filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$455K
Employer EIN770504175
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Spencer Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Spencer Corporation 401(k) Plan, Total assets ($B): 0.002896539 · Participants: 17Spencer Corporation 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Spencer Corporation 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Spencer Corporation 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Sunset Logistics, LLC 401(k) Plan in IL ($3M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Spencer Corporation 401(k) Plan assets move in 2024? ▼
Spencer Corporation 401(k) Plan grew sharply - up 18.7% during 2024, from $2M to $3M. Reported net income was $455K.
How have Spencer Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Corporation's sponsor-wide assets grew 48.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Spencer Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunset Logistics, LLC 401(k) Plan in IL ($3M, 26 participants).
Which 401(k) plans cover a similar participant headcount to Spencer Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 770504175.

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.