401(k) · DOL Form 5500 · 2024

Speer Financial Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
41st
Percentile by assets National rank
$357,081
Avg per participant High balance/head
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Official DOL plan name: Speer Financial Inc. 401(k) Profit Sharing Plan · Sponsored by Speer Financial Inc. · Illinois · Finance & Insurance

$5M in assets, 13 participants

Speer Financial Inc.'s Speer Financial Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 13 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.

  • #2,329 in Finance & Insurance (8,549 peers)

Speer Financial Inc. multi-year trail

Speer Financial Inc.'s plans moved +21.7% in assets from 2022 to 2024; this filing shows Speer Financial Inc. 401(k) Profit Sharing Plan at $5M / 13 participants.

#2,329
in Finance & Insurance (8,549 peers)
+14.6%
assets growth YoY

Speer Financial Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Speer Financial Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,642,050 41st percentile higher than 41% 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

Speer Financial Inc. 401(k) 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. Speer Financial Inc. 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Speer Financial Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Speer Financial Inc. 401(k) Profit Sharing Plan reported participants fell from 15 in the plan year 2023 filing to 13 in the plan year 2024 filing.
  • Speer Financial Inc. 401(k) Profit Sharing Plan reported net income fell from $630K in the plan year 2023 filing to $590K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 362515109 · Speer Financial Inc. PY 2024 · 401(k)

Speer Financial Inc. 401(k) Profit Sharing Plan · $5M · 13 · 41st

  • SCH $5M
  • SCH 13
  • SCH 41st
  • SCH 401(k)
  • SCH near Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan
  • SCH ind #2329

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 Finance & Insurance retirement plans → · Plans in Illinois →

Speer Financial Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Speer Financial Inc. 401(k) Profit Sharing PlanSpeer Financial Inc. 401(k) …$5MAnthony C Broccoli, Dmd, Inc. Profit Sharing PlanAnthony C Broccoli, Dmd, Inc…$5MAp Sound, LLC. 401(k) Profit Sharing PlanAp Sound, LLC. 401(k) Profit…$5MAmerican Advanced Management, Inc. 401(k) PlanAmerican Advanced Management…$5MEbryit, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Speer Financial Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Speer Financial Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Speer Financial Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 21.678045663836436% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.3M $6.45M ▲ +21.7%
Year Plans Participants Total Assets
2022 2 28 $5M
2023 2 30 $6M
2024 2 27 $6M

Speer Financial Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$590K
Employer EIN362515109
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Speer Financial Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Speer Financial Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00464205 · Participants: 13Speer Financial Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Speer Financial Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Speer Financial Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Speer Financial Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan in MA ($5M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Speer Financial Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Speer Financial Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.6% during 2024, from $4M to $5M. Reported net income was $590K.
How have Speer Financial Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Speer Financial Inc.'s sponsor-wide assets grew 21.7%, from $5M to $6M.
Which 401(k) plans are similar in size to Speer Financial Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anthony C Broccoli, Dmd, Inc. Profit Sharing Plan in MA ($5M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Speer Financial Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A 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 362515109.

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.