Profit Sharing · DOL Form 5500 · 2024

Eric H Spellman Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
33rd
Percentile by assets National rank
$2.7M
Avg per participant High balance/head
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Official DOL plan name: Eric H Spellman Dds Keogh Profit Sharing Plan Op · Sponsored by Eric H Spellman · New York · Healthcare & Social Assistance

$3M in assets, 1 participants

Eric H Spellman's Eric H Spellman Dds Keogh Profit Sharing Plan Op reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,494 in Healthcare & Social Assistance (16,916 peers)

Eric H Spellman multi-year trail

Eric H Spellman's plans moved +23.0% in assets from 2022 to 2024; this filing shows Eric H Spellman Dds Keogh Profit Sharing Plan Op at $3M / 1 participant.

#5,494
in Healthcare & Social Assistance (16,916 peers)
+11.3%
assets growth YoY

Eric H Spellman Dds Keogh Profit Sharing Plan Op among the smaller filed plans by assets

Eric H Spellman Dds Keogh Profit Sharing Plan Op vs every filed plan by assets

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

$2,709,151 33rd percentile higher than 33% 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

Eric H Spellman Dds Keogh Profit Sharing Plan Op among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eric H Spellman Dds Keogh Profit Sharing Plan Op is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Eric H Spellman Dds Keogh Profit Sharing Plan Op reported net income rose from $231K in the plan year 2023 filing to $276K in the plan year 2024 filing.
  • Eric H Spellman Dds Keogh Profit Sharing Plan Op end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133319495 · Eric H Spellman PY 2024 · Profit Sharing

Eric H Spellman Dds Keogh Profit Sharing Plan Op · $3M · 1 · 33rd

  • PART $3M
  • TYPE 1
  • NET 33rd
  • BOOK Profit Sharing
  • VS-ST near Gould Enterprises, Inc. Retirement Plan
  • BOY ind #5494

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 New York →

Eric H Spellman Dds Keogh Profit Sharing Plan Op in the asset neighbourhood

Eric H Spellman Dds Keogh Profit Sharing Plan OpEric H Spellman Dds Keogh Pr…$3MGould Enterprises, Inc. Retirement PlanGould Enterprises, Inc. Reti…$3MCoastal Rec Ventures Inc. Retirement PlanCoastal Rec Ventures Inc. Re…$3MThe Nikols Company Profit Sharing PlanThe Nikols Company Profit Sh…$3MTarget Constructors, Inc. Profit Sharing PlanTarget Constructors, Inc. Pr…$3M
End-of-year total assets ($M) among Eric H Spellman Dds Keogh Profit Sharing Plan Op and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Eric H Spellman multi-year asset trail

Sponsor-wide plan assets over time

All Eric H Spellman plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.023056114731563% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.2M $2.71M ▲ +23.2%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 1 $2M
2024 1 1 $3M

Eric H Spellman filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$276K
Employer EIN133319495
Plan Effective Date1999-10-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Eric H Spellman Dds Keogh Profit Sharing Plan Op vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Eric H Spellman Dds Keogh Profit Sharing Plan Op, Total assets ($B): 0.002709151 · Participants: 1Eric H Spellman Dds Keogh Profit Sharing Plan OpAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Eric H Spellman Dds Keogh Profit Sharing Plan Op vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Eric H Spellman Dds Keogh Profit Sharing Plan Op side-by-side with 3 peers →

Eric H Spellman Dds Keogh Profit Sharing Plan Op's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Gould Enterprises, Inc. Retirement Plan in TN ($3M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Eric H Spellman Dds Keogh Profit Sharing Plan Op assets move in 2024? ▼
Eric H Spellman Dds Keogh Profit Sharing Plan Op grew at a solid clip - up 11.3% during 2024, from $2M to $3M. Reported net income was $276K.
How have Eric H Spellman plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eric H Spellman's sponsor-wide assets grew 23.0%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Eric H Spellman Dds Keogh Profit Sharing Plan Op? ▼
Among Profit Sharing plans in other states, the closest by assets is Gould Enterprises, Inc. Retirement Plan in TN ($3M, 45 participants).
Which Profit Sharing plans cover a similar participant headcount to Eric H Spellman Dds Keogh Profit Sharing Plan Op? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, 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 133319495.

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.