401(k) · DOL Form 5500 · 2024
Spencer's Tv and Appliance 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 263
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $89,890
- Avg per participant Below avg balance/head
Official DOL plan name: Spencer's Tv & Appliance 401(k) Profit Sharing Plan · Sponsored by Spencer's Tv and Appliance · Arizona · Retail Trade
$24M in assets, 263 participants
Spencer's Tv and Appliance's Spencer's Tv & Appliance 401(k) Profit Sharing Plan reported $24M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,697 in Retail Trade (8,048 peers)
Coverage in Arizona
Spencer's Tv & Appliance 401(k) Profit Sharing Plan covers 263 participants in Arizona, about 47% of the average Arizona filer (state average ~564 per filing). Assets: $24M.
- #6,697
- in Retail Trade (8,048 peers)
- +11.3%
- assets growth YoY
Spencer's Tv & Appliance 401(k) Profit Sharing Plan's outsized position by total assets
Spencer's Tv & Appliance 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,641,036 Top 27% higher than 73% 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
Spencer's Tv & Appliance 401(k) Profit Sharing 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. Spencer's Tv & Appliance 401(k) Profit Sharing Plan sits mid-pack in the medium band (263 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spencer's Tv & Appliance 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Spencer's Tv & Appliance 401(k) Profit Sharing Plan end-of-year assets rose from $21M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Spencer's Tv & Appliance 401(k) Profit Sharing Plan reported participants rose from 252 in the plan year 2023 filing to 263 in the plan year 2024 filing.
DOL schedule card
Filing strip 860292380 · Spencer's Tv and Appliance PY 2024 · 401(k)
Spencer's Tv & Appliance 401(k) Profit Sharing Plan · $24M · 263 · 73rd
- EIN $24M
- RANK 263
- PHOTO 73rd
- IND 401(k)
- EOY near Plumbers Local 360 Pension Plan Supplemental
- 5500 ind #6697
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 Retail Trade retirement plans → · Plans in Arizona →
Spencer's Tv & Appliance 401(k) Profit Sharing Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 860292380 |
| Plan Effective Date | 1982-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spencer's Tv and Appliance)
Sponsor-wide plan assets over time
All Spencer's Tv and Appliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $438M 34.17669616247561% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 488 | $327M |
| 2023 | 2 | 505 | $334M |
| 2024 | 2 | 526 | $438M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Spencer's Tv & Appliance 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Plumbers Local 360 Pension Plan Supplemental in IL ($24M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Plumbers Local 360 Pension Plan Supplemental (IL) $24M · 135
- Hecla Mining Co/Lucky Friday Hourly Savings Plan (ID) $24M · 281
- Springfield, Inc. 401(k) Profit Sharing Plan (IL) $24M · 341
- Snyk, Inc. 401(k) Plan (MA) $24M · 402
Similar participant headcount
Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.
- Cansortium Holdings 401(k) Plan (FL) 263 · 0 off
- Rocket Lawyer 401(k) Plan (CA) 263 · 0 off
- First National Bank Savings and Investment Plan (ME) 263 · 0 off
- Yanka Industries, Inc. Retirement Plan (CA) 263 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.