401(k) · DOL Form 5500 · 2024

Spencer Ogden 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
466
Participants Below avg headcount
47th
Percentile by assets National rank
$14,327
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spencer Ogden 401(k) Profit Sharing Plan and Trust · Sponsored by Spencer Ogden · Texas · Administrative & Support Services

$7M in assets, 466 participants

Spencer Ogden's Spencer Ogden 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 466 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,018 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Spencer Ogden 401(k) Profit Sharing Plan and Trust ranks #3,018 of 4,368 2024 filers by assets (432% of the sector average)-$7M for 466 participants.

#3,018
in Administrative & Support Services (4,368 peers)
+45.3%
assets growth YoY

Spencer Ogden 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Administrative & Support Services and all filers

Spencer Ogden 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$6,676,285 47th percentile higher than 47% 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

Spencer Ogden 401(k) Profit Sharing Plan and Trust 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. Spencer Ogden 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (466 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spencer Ogden 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Spencer Ogden 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Spencer Ogden 401(k) Profit Sharing Plan and Trust reported participants rose from 425 in the plan year 2023 filing to 466 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 452263819 · Spencer Ogden PY 2024 · 401(k)

Spencer Ogden 401(k) Profit Sharing Plan and Trust · $7M · 466 · 47th

  • 5500 $7M
  • 5500 466
  • 5500 47th
  • 5500 401(k)
  • 5500 near Medical Data Systems, Inc. 401(k) Plan
  • 5500 ind #3018

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 Administrative & Support Services retirement plans → · Plans in Texas →

Spencer Ogden 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Spencer Ogden 401(k) Profit Sharing Plan and TrustSpencer Ogden 401(k) Profit …$7MMedical Data Systems, Inc. 401(k) PlanMedical Data Systems, Inc. 4…$7MPolly's Food Service & Affiliates Employees' Retirement PlanPolly's Food Service & Affil…$7MR.C. Fabricators, Inc. 401(k) Retirement PlanR.C. Fabricators, Inc. 401(k…$7MLeppink's Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Spencer Ogden 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN452263819
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spencer Ogden)

Sponsor-wide plan assets over time

All Spencer Ogden plans reported in each filing year

Latest sponsor-wide plan assets
$7M 127.38770741941636% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.94M $6.68M ▲ +127.2%
Year Plans Participants Total Assets
2022 1 365 $3M
2023 1 425 $5M
2024 1 466 $7M

Nearby 401(k) Plans in Texas

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

Spencer Ogden 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Spencer Ogden 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.006676285 · Participants: 466Spencer Ogden 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Spencer Ogden 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Spencer Ogden 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Spencer Ogden 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Medical Data Systems, Inc. 401(k) Plan in FL ($7M); by covered participants it is Iroquois Industrial Group LLC 401(k) Profit Sharing Plan & Trust in IL (466 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Spencer Ogden 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Spencer Ogden 401(k) Profit Sharing Plan and Trust surged - up 45.3% during 2024, from $5M to $7M. Reported net income was $2M.
How have Spencer Ogden plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Ogden's sponsor-wide assets grew 127.4%, from $3M to $7M.
Which 401(k) plans are similar in size to Spencer Ogden 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Medical Data Systems, Inc. 401(k) Plan in FL ($7M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Spencer Ogden 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Iroquois Industrial Group LLC 401(k) Profit Sharing Plan & Trust in IL (466 participants, $8M 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 452263819.

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.