401(k) · DOL Form 5500 · 2024

Spectrum Equity Management, Inc. 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
72
Participants Small participant base
87th
Percentile by assets National rank
$928,878
Avg per participant High balance/head
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Official DOL plan name: Spectrum Equity Management, Inc. Profit Sharing Retirement Plan · Sponsored by Spectrum Equity Management, Inc. · California · Finance & Insurance

$67M in assets, 72 participants

Spectrum Equity Management, Inc.'s Spectrum Equity Management, Inc. Profit Sharing Retirement Plan reported $67M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,852 in Finance & Insurance (8,549 peers)

Where Spectrum Equity Management, Inc. Profit Sharing Retirement Plan sits by assets

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan sits in the top quartile of all filed plans by assets, $67M for 72 participants (~$928,878/participant), up 27.0% in 2024.

#6,852
in Finance & Insurance (8,549 peers)
+27.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan's outsized position by total assets

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan vs every filed plan by assets

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

$66,879,221 Top 13% higher than 87% 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

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spectrum Equity Management, Inc. Profit Sharing Retirement Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spectrum Equity Management, Inc. Profit Sharing Retirement Plan reported net income rose from $9M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Spectrum Equity Management, Inc. Profit Sharing Retirement Plan end-of-year assets rose from $53M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • Spectrum Equity Management, Inc. Profit Sharing Retirement Plan reported participants rose from 70 in the plan year 2023 filing to 72 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043190022 · Spectrum Equity Management, Inc. PY 2024 · 401(k)

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan · $67M · 72 · 87th

  • PART $67M
  • TYPE 72
  • NET 87th
  • BOOK 401(k)
  • VS-ST near Image First Holdings, LLC Retirement Savings Plan
  • BOY ind #6852

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 California →

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan in the asset neighbourhood

Spectrum Equity Management, Inc. Profit Sharing Retirement PlanSpectrum Equity Management, …$67MImage First Holdings, LLC Retirement Savings PlanImage First Holdings, LLC Re…$67MPfizer Pharmaceuticals LLC Profit Sharing Employee Savings PlanPfizer Pharmaceuticals LLC P…$67MGeospace Technologies Corporation Employees' 401(k) Retirement PlanGeospace Technologies Corpor…$67MRubin and Rudman LLP 401(k) Profit Sharing PlanRubin and Rudman LLP 401(k) …$67M
End-of-year total assets ($M) among Spectrum Equity Management, Inc. Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$67M
Net Income$14M
Employer EIN043190022
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spectrum Equity Management, Inc.)

Sponsor-wide plan assets over time

All Spectrum Equity Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 52.867860058632644% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.8M $66.9M ▲ +52.9%
Year Plans Participants Total Assets
2022 1 64 $44M
2023 1 70 $53M
2024 1 72 $67M

Nearby 401(k) Plans in California

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

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Spectrum Equity Management, Inc. Profit Sharing Retirement Plan, Total assets ($B): 0.066879221 · Participants: 72Spectrum Equity Management, Inc. Profit Sharing Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Spectrum Equity Management, Inc. Profit Sharing Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Spectrum Equity Management, Inc. Profit Sharing Retirement Plan side-by-side with 3 peers →

Spectrum Equity Management, Inc. Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Image First Holdings, LLC Retirement Savings Plan in PA ($67M); by covered participants it is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Spectrum Equity Management, Inc. Profit Sharing Retirement Plan assets move in 2024? ▼
Spectrum Equity Management, Inc. Profit Sharing Retirement Plan grew sharply - up 27.0% during 2024, from $53M to $67M. Reported net income was $14M.
How have Spectrum Equity Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spectrum Equity Management, Inc.'s sponsor-wide assets grew 52.9%, from $44M to $67M.
Where does Spectrum Equity Management, Inc. Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Spectrum Equity Management, Inc. Profit Sharing Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Spectrum Equity Management, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Image First Holdings, LLC Retirement Savings Plan in PA ($67M, 4,016 participants).
Which 401(k) plans cover a similar participant headcount to Spectrum Equity Management, Inc. Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants, $5M 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 043190022.

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.