Profit Sharing · DOL Form 5500 · 2024
Spencer, Hager and Mosdell, PC Profit Sharing Plan
Data updated 2026-08-25
- $937K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $133,862
- Avg per participant Near avg balance/head
Official DOL plan name: Spencer, Hager & Mosdell Defined Contribution Plan · Sponsored by Spencer, Hager and Mosdell, PC · Virginia · Professional & Technical Services
$937K in assets, 7 participants
Spencer, Hager and Mosdell, PC's Spencer, Hager & Mosdell Defined Contribution Plan reported $937K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,552 in Professional & Technical Services (20,173 peers)
Spencer, Hager and Mosdell, PC multi-year trail
Spencer, Hager and Mosdell, PC's plans moved +54.2% in assets from 2022 to 2024; this filing shows Spencer, Hager & Mosdell Defined Contribution Plan at $937K / 7 participants.
- #3,552
- in Professional & Technical Services (20,173 peers)
- +22.6%
- assets growth YoY
Spencer, Hager & Mosdell Defined Contribution Plan among the smaller filed plans by assets
Spencer, Hager & Mosdell Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$937,035 23rd percentile higher than 23% 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, Hager & Mosdell Defined Contribution Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer, Hager & Mosdell Defined Contribution Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spencer, Hager & Mosdell Defined Contribution Plan end-of-year assets rose from $764K in the plan year 2023 filing to $937K in the plan year 2024 filing.
- Spencer, Hager & Mosdell Defined Contribution Plan reported net income rose from $157K in the plan year 2023 filing to $173K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 541467814 · Spencer, Hager and Mosdell, PC PY 2024 · Profit Sharing
Spencer, Hager & Mosdell Defined Contribution Plan · $937K · 7 · 23rd
- EBSA $937K
- EBSA 7
- EBSA 23rd
- EBSA Profit Sharing
- EBSA near Mcclintock & Bustad, Inc. Profit Sharing Plan
- EBSA ind #3552
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 Virginia →
Spencer, Hager & Mosdell Defined Contribution Plan in the asset neighbourhood
Spencer, Hager and Mosdell, PC multi-year asset trail
Sponsor-wide plan assets over time
All Spencer, Hager and Mosdell, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $937K 54.23505070473074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $608K |
| 2023 | 1 | 7 | $764K |
| 2024 | 1 | 7 | $937K |
Spencer, Hager and Mosdell, PC filing trail (2024)
| Total Assets (Beginning of Year) | $764K |
|---|---|
| Net Assets (End of Year) | $937K |
| Net Income | $173K |
| Employer EIN | 541467814 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- Carpenter Co. Profit-Sharing Plan $348M · 2,152
- American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Associated Universities Inc. Retirement Plan $205M · 585
Spencer, Hager & Mosdell Defined Contribution Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Mcclintock & Bustad, Inc. Profit Sharing Plan in CA ($938K); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($937K here).
- Mcclintock & Bustad, Inc. Profit Sharing Plan (CA) $938K · 7
- Skand Inc. Retirement Plan (TN) $938K · 1
- Collins Farm LLC Profit Sharing Plan (SC) $938K · 2
- Luther & Sons Inc. Retirement Plan (NE) $936K · 1
Similar participant headcount
Nearest other-state filings by covered participants (7 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.