401(k) · DOL Form 5500 · 2023
Ssi (U.S.) Inc. Dba Spencer Stuart 401(k) Plan
Data updated 2026-08-11
- $568M
- Total assets
- 1,127
- Participants
- 98th
- Percentile by assets
- $504,378
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $568M
- total plan assets (2023 EOY)
- 1,127
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $504,378
- avg assets per participant
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.
Spencer Stuart Retirement Benefits Plan vs the 2023 asset distribution
By assets, Spencer Stuart Retirement Benefits Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $437M |
|---|---|
| Net Assets (End of Year) | $568M |
| Net Income | $131M |
| Employer EIN | 363538416 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ssi (U.S.) Inc. Dba Spencer Stuart)
| 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
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Spencer Stuart Retirement Benefits Plan by total assets, not by location.
- Scholastic Corporation 401(k) Savings and Retirement Plan (NY) $569M · 5,156
- Vista Outdoor Inc. 401(k) Plan (MN) $568M · 5,748
- Rga Savings Plan (MO) $568M · 1,916
- Plains All American 401(k) Plan (TX) $570M · 2,984
Frequently Asked Questions
How did Spencer Stuart Retirement Benefits Plan assets move in 2023? ▼
How have Ssi (U.S.) Inc. Dba Spencer Stuart plan assets changed over time? ▼
Where does Spencer Stuart Retirement Benefits Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Spencer Stuart Retirement Benefits Plan? ▼
Next read for Spencer Stuart Retirement Benefits Plan
Scale reading
Ways to act on Spencer Stuart Retirement Benefits Plan's numbers.
- By total assets, Spencer Stuart Retirement Benefits Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Ssi (U.S.) Inc. Dba Spencer Stuart's sponsor-wide assets have grown 44.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans