401(k) · DOL Form 5500 · 2024
Spitzer Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 781
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $136,498
- Avg per participant Near avg balance/head
Official DOL plan name: Spitzer Management Inc Profit Sharing and Savings Plan · Sponsored by Spitzer Management, Inc. · Ohio · Professional & Technical Services
$107M in assets, 781 participants
Spitzer Management, Inc.'s Spitzer Management Inc Profit Sharing and Savings Plan reported $107M in total assets and 781 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #18,569 in Professional & Technical Services (20,173 peers)
Where Spitzer Management Inc Profit Sharing and Savings Plan sits by assets
Spitzer Management Inc Profit Sharing and Savings Plan sits in the top 10% of all filed plans by assets, $107M for 781 participants (~$136,498/participant), up 19.5% in 2024.
- #18,569
- in Professional & Technical Services (20,173 peers)
- +19.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Spitzer Management Inc Profit Sharing and Savings Plan's outsized position by total assets
Spitzer Management Inc Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$106,605,175 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Spitzer Management Inc Profit Sharing and Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spitzer Management Inc Profit Sharing and Savings Plan sits mid-pack in the medium band (781 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spitzer Management Inc Profit Sharing and Savings Plan reported net income rose from $12M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Spitzer Management Inc Profit Sharing and Savings Plan end-of-year assets rose from $89M in the plan year 2023 filing to $107M in the plan year 2024 filing.
- Spitzer Management Inc Profit Sharing and Savings Plan reported participants rose from 712 in the plan year 2023 filing to 781 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 340795747 · Spitzer Management, Inc. PY 2024 · 401(k)
Spitzer Management Inc Profit Sharing and Savings Plan · $107M · 781 · 91st
- PART $107M
- PART 781
- PART 91st
- PART 401(k)
- PART near Ghafari Companies 401(k) Plan
- PART ind #18569
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 Ohio →
Spitzer Management Inc Profit Sharing and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $106M |
| Net Income | $17M |
| Employer EIN | 340795747 |
| Plan Effective Date | 1973-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spitzer Management, Inc.)
Sponsor-wide plan assets over time
All Spitzer Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $107M 38.732469982958726% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 632 | $77M |
| 2023 | 1 | 712 | $89M |
| 2024 | 1 | 781 | $107M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Spitzer Management Inc Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Ghafari Companies 401(k) Plan in MI ($107M); by covered participants it is Noom, Inc. 401(k) Plan in NJ (781 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Ghafari Companies 401(k) Plan (MI) $107M · 601
- California Dairies, Inc. 401(k) Savings Plan (CA) $107M · 883
- Trion Solutions, Inc. 401(k) Profit Sharing Plan (MI) $107M · 12,255
- Maxim Crane Works LP 401(k) Plan (PA) $107M · 680
Similar participant headcount
Nearest other-state filings by covered participants (781 participants); asset peers above are excluded.
- Noom, Inc. 401(k) Plan (NJ) 781 · 0 off
- Diligent Corporation 401(k) Plan (NY) 781 · 0 off
- Pattern Energy Group 401(k) Plan (CA) 781 · 0 off
- Global Iid 401(k) Plan (TX) 781 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.