401(k) · DOL Form 5500 · 2024
Spagnolo/Gisness & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 82
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $124,039
- Avg per participant Near avg balance/head
Official DOL plan name: Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan · Sponsored by Spagnolo/Gisness & Associates, Inc. · Massachusetts · Professional & Technical Services
$10M in assets, 82 participants
Spagnolo/Gisness & Associates, Inc.'s Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan reported $10M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #10,967 in Professional & Technical Services (20,173 peers)
2024 asset change
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan grew at a solid clip 9.8% in 2024 ($9M → $10M) for 82 participants.
- #10,967
- in Professional & Technical Services (20,173 peers)
- +9.8%
- assets growth YoY
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,171,203 Top 44% higher than 56% 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
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing 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. Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan is a small filing (82 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan reported net income rose from -$460K in the plan year 2023 filing to $905K in the plan year 2024 filing.
- Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan reported participants fell from 123 in the plan year 2023 filing to 82 in the plan year 2024 filing.
- Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
DOL schedule card
Filing strip 043110104 · Spagnolo/Gisness & Associates, Inc. PY 2024 · 401(k)
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan · $10M · 82 · 56th
- VS-ST $10M
- BOY 82
- SCH 56th
- EBSA 401(k)
- PART near Lalor Dental LLC 401(k) Profit Sharing Plan
- TYPE ind #10967
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 Massachusetts →
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan in the asset neighbourhood
Spagnolo/Gisness & Associates, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Spagnolo/Gisness & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 4.571807505763878% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $10M |
| 2023 | 1 | 123 | $9M |
| 2024 | 1 | 82 | $10M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $905K |
| Employer EIN | 043110104 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Spagnolo/Gisness & Associates, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Lalor Dental LLC 401(k) Profit Sharing Plan in NY ($10M); by covered participants it is Infopaginas 1081.01(D) Plan in PR (82 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (82 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.