Profit Sharing · DOL Form 5500 · 2024

William G. Spears Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1
Participants Small participant base
47th
Percentile by assets National rank
$6.4M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: William G. Spears Profit Sharing Trust · Sponsored by William G. Spears · New York · Finance & Insurance

$6M in assets, 1 participants

William G. Spears's William G. Spears Profit Sharing Trust reported $6M in total assets and 1 participant 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.

  • #2,730 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

William G. Spears Profit Sharing Trust holds $6M for 1 participant - about $6.4M per participant, in the lower half of filed plans by assets.

#2,730
in Finance & Insurance (8,549 peers)
+2.1%
assets growth YoY

William G. Spears Profit Sharing Trust's mid-pack asset rank among Finance & Insurance and all filers

William G. Spears Profit Sharing Trust vs every filed plan by assets

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

$6,434,701 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

William G. Spears Profit Sharing Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William G. Spears Profit Sharing Trust is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • William G. Spears Profit Sharing Trust reported net income fell from $385K in the plan year 2023 filing to $92K in the plan year 2024 filing.
  • William G. Spears Profit Sharing Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133930697 · William G. Spears PY 2024 · Profit Sharing

William G. Spears Profit Sharing Trust · $6M · 1 · 47th

  • VS-ST $6M
  • BOY 1
  • SCH 47th
  • EBSA Profit Sharing
  • PART near Cape Cod Surgeons Profit Sharing Plan
  • TYPE ind #2730

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 Finance & Insurance retirement plans → · Plans in New York →

William G. Spears Profit Sharing Trust in the asset neighbourhood

Cape Cod Surgeons Profit Sharing PlanCape Cod Surgeons Profit Sha…$6MRobinson & Max Dermatology, P.a. Profit Sharing PlanRobinson & Max Dermatology, …$6MKirschner Brothers Co Restated Employee Profit Sharing PlanKirschner Brothers Co Restat…$6MWilliam G. Spears Profit Sharing TrustWilliam G. Spears Profit Sha…$6MSerralles Hotel, Inc Retirement Savings PlanSerralles Hotel, Inc Retirem…$6M
End-of-year total assets ($M) among William G. Spears Profit Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$92K
Employer EIN133930697
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William G. Spears)

Sponsor-wide plan assets over time

All William G. Spears plans reported in each filing year

Latest sponsor-wide plan assets
$6M 2.1319021399175258% vs 2023
2024 filing year
$6.25M$6.3M$6.35M$6.4M$6.45M 20232024 $6.3M $6.43M ▲ +2.1%
Year Plans Participants Total Assets
2023 1 1 $6M
2024 1 1 $6M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

William G. Spears Profit Sharing Trust vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants William G. Spears Profit Sharing Trust, Total assets ($B): 0.006434701 · Participants: 1William G. Spears Profit Sharing TrustAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
William G. Spears Profit Sharing Trust vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare William G. Spears Profit Sharing Trust side-by-side with 3 peers →

William G. Spears Profit Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Cape Cod Surgeons Profit Sharing Plan in MA ($6M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 William G. Spears Profit Sharing Trust assets move in 2024? ▼
William G. Spears Profit Sharing Trust edged up modestly - up 2.1% during 2024, from $6M to $6M. Reported net income was $92K.
How have William G. Spears plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), William G. Spears's sponsor-wide assets grew 2.1%, from $6M to $6M.
Which Profit Sharing plans are similar in size to William G. Spears Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Cape Cod Surgeons Profit Sharing Plan in MA ($6M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to William G. Spears Profit Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 133930697.

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.