401(k) · DOL Form 5500 · 2023

Ssi (U.S.) Inc. Dba Spencer Stuart 401(k) Plan

Data updated 2026-08-25

$568M
Total assets Above avg plan size
1,127
Participants Near avg headcount
98th
Percentile by assets National rank
$504,378
Avg per participant High balance/head
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Official DOL plan name: Spencer Stuart Retirement Benefits Plan · Sponsored by Ssi (U.S.) Inc. Dba Spencer Stuart · Illinois · Professional & Technical Services

$568M in assets, 1,127 participants

Ssi (U.S.) Inc. Dba Spencer Stuart's Spencer Stuart Retirement Benefits Plan reported $568M in total assets and 1,127 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #20,003 in Professional & Technical Services (20,321 peers)

Where Spencer Stuart Retirement Benefits Plan sits by assets

Spencer Stuart Retirement Benefits Plan sits in the top 5% of all filed plans by assets, $568M for 1,127 participants (~$504,378/participant), up 30.0% in 2023.

#20,003
in Professional & Technical Services (20,321 peers)
+30.0%
assets growth YoY
5.7×
vs typical plan assets (national mean)

Spencer Stuart Retirement Benefits Plan's outsized position by total assets

Spencer Stuart Retirement Benefits Plan vs every filed plan by assets

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

$568,433,535 Top 2% higher than 98% 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 Stuart Retirement Benefits Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer Stuart Retirement Benefits Plan lands in the large band (1,127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spencer Stuart Retirement Benefits Plan reported net income rose from $50M in the plan year 2022 filing to $131M in the plan year 2023 filing.
  • Spencer Stuart Retirement Benefits Plan end-of-year assets rose from $437M in the plan year 2022 filing to $568M in the plan year 2023 filing.
  • Spencer Stuart Retirement Benefits Plan reported participants fell from 1,189 in the plan year 2022 filing to 1,127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363538416 · Ssi (U.S.) Inc. Dba Spencer Stuart PY 2023 · 401(k)

Spencer Stuart Retirement Benefits Plan · $568M · 1,127 · 98th

  • NET $568M
  • BOOK 1,127
  • VS-ST 98th
  • BOY 401(k)
  • SCH near Scholastic Corporation 401(k) Savings and Retirement Plan
  • EBSA ind #20003

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 Illinois →

Spencer Stuart Retirement Benefits Plan in the asset neighbourhood

Plains All American 401(k) PlanPlains All American 401(k) P…$570MScholastic Corporation 401(k) Savings and Retirement PlanScholastic Corporation 401(k…$569MSpencer Stuart Retirement Benefits PlanSpencer Stuart Retirement Be…$568MVista Outdoor Inc. 401(k) PlanVista Outdoor Inc. 401(k) Pl…$568MRga Savings Plan$568M
End-of-year total assets ($M) among Spencer Stuart Retirement Benefits Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$437M
Net Assets (End of Year)$568M
Net Income$131M
Employer EIN363538416
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ssi (U.S.) Inc. Dba Spencer Stuart)

Sponsor-wide plan assets over time

All Ssi (U.S.) Inc. Dba Spencer Stuart plans reported in each filing year

Latest sponsor-wide plan assets
$633M 44.8483081582438% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $437M $633M ▲ +44.8%
Year Plans Participants Total Assets
2022 1 1,189 $437M
2023 1 1,127 $568M
2024 1 1,051 $633M

Nearby 401(k) Plans in Illinois

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

Spencer Stuart Retirement Benefits Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Spencer Stuart Retirement Benefits Plan, Total assets ($B): 0.568433535 · Participants: 1127Spencer Stuart Retirement Benefits PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Spencer Stuart Retirement Benefits Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Spencer Stuart Retirement Benefits Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Scholastic Corporation 401(k) Savings and Retirement Plan in NY ($569M); by covered participants it is Efsc Incentive Savings Plan in MO (1,127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($568M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,127 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 Stuart Retirement Benefits Plan assets move in 2023? ▼
Spencer Stuart Retirement Benefits Plan surged - up 30.0% during 2023, from $437M to $568M. Reported net income was $131M.
How have Ssi (U.S.) Inc. Dba Spencer Stuart plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ssi (U.S.) Inc. Dba Spencer Stuart's sponsor-wide assets grew 44.8%, from $437M to $633M.
Where does Spencer Stuart Retirement Benefits Plan rank by assets among Form 5500 filers? ▼
Spencer Stuart Retirement Benefits Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Spencer Stuart Retirement Benefits Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scholastic Corporation 401(k) Savings and Retirement Plan in NY ($569M, 5,156 participants).
Which 401(k) plans cover a similar participant headcount to Spencer Stuart Retirement Benefits Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Efsc Incentive Savings Plan in MO (1,127 participants, $160M 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 363538416.

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.