401(k) · DOL Form 5500 · 2023

Kirwan & Spellacy, PA Dba Kirwan Spellacy & Danner, P.a. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
70
Participants Small participant base
41st
Percentile by assets National rank
$60,954
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kirwan & Spellacy, PA 401(k) Plan · Sponsored by Kirwan & Spellacy, PA Dba Kirwan Spellacy & Danner, P.a. · Florida · Professional & Technical Services

$4M in assets, 70 participants

Kirwan & Spellacy, PA Dba Kirwan Spellacy & Danner, P.a.'s Kirwan & Spellacy, PA 401(k) Plan reported $4M in total assets and 70 participants in its 2023 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.

  • #7,906 in Professional & Technical Services (20,321 peers)

Kirwan & Spellacy, PA Dba Kirwan Spellacy & Danner, P.a. multi-year trail

Kirwan & Spellacy, PA Dba Kirwan Spellacy & Danner, P.a.'s plans moved -17.6% in assets from 2022 to 2024; this filing shows Kirwan & Spellacy, PA 401(k) Plan at $4M / 70 participants.

#7,906
in Professional & Technical Services (20,321 peers)
+17.1%
assets growth YoY

Kirwan & Spellacy, PA 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kirwan & Spellacy, PA 401(k) Plan vs every filed plan by assets

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

$4,266,772 41st percentile higher than 41% 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

Kirwan & Spellacy, PA 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kirwan & Spellacy, PA 401(k) Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kirwan & Spellacy, PA 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $622K in the plan year 2023 filing.
  • Kirwan & Spellacy, PA 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kirwan & Spellacy, PA 401(k) Plan reported participants rose from 62 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 331057544 · Kirwan & Spellacy, PA Dba Kirwan Spellacy & Danner, P.a. PY 2023 · 401(k)

Kirwan & Spellacy, PA 401(k) Plan · $4M · 70 · 41st

  • IND $4M
  • EOY 70
  • 5500 41st
  • ASSETS 401(k)
  • PCT near Cambridge Education Group Retirement Plan
  • EIN ind #7906

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 Florida →

Kirwan & Spellacy, PA 401(k) Plan in the asset neighbourhood

Kirwan & Spellacy, PA 401(k) PlanKirwan & Spellacy, PA 401(k)…$4MCambridge Education Group Retirement PlanCambridge Education Group Re…$4MCalhoun Construction Services 401(k) PlanCalhoun Construction Service…$4MMichael O'brien Dds 401(k) PlanMichael O'brien Dds 401(k) P…$4MCaptain George's Seafood Restaurant 401(k) PlanCaptain George's Seafood Res…$4M
End-of-year total assets ($M) among Kirwan & Spellacy, PA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kirwan & Spellacy, PA Dba Kirwan Spellacy & Danner, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Kirwan & Spellacy, PA Dba Kirwan Spellacy & Danner, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.628561487694558% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.64M $3M ▼ -17.6%
Year Plans Participants Total Assets
2022 1 62 $4M
2023 1 70 $4M
2024 1 64 $3M

Kirwan & Spellacy, PA Dba Kirwan Spellacy & Danner, P.a. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$622K
Employer EIN331057544
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Kirwan & Spellacy, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kirwan & Spellacy, PA 401(k) Plan, Total assets ($B): 0.004266772 · Participants: 70Kirwan & Spellacy, PA 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Kirwan & Spellacy, PA 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kirwan & Spellacy, PA 401(k) Plan side-by-side with 3 peers →

Kirwan & Spellacy, PA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cambridge Education Group Retirement Plan in MA ($4M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

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 Kirwan & Spellacy, PA 401(k) Plan assets move in 2023? ▼
Kirwan & Spellacy, PA 401(k) Plan grew sharply - up 17.1% during 2023, from $4M to $4M. Reported net income was $622K.
How have Kirwan & Spellacy, PA Dba Kirwan Spellacy & Danner, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kirwan & Spellacy, PA Dba Kirwan Spellacy & Danner, P.a.'s sponsor-wide assets declined 17.6%, from $4M to $3M.
Which 401(k) plans are similar in size to Kirwan & Spellacy, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cambridge Education Group Retirement Plan in MA ($4M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Kirwan & Spellacy, PA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M 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 331057544.

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.