401(k) · DOL Form 5500 · 2024

Spicer Jeffries & Co LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
104
Participants Small participant base
43rd
Percentile by assets National rank
$51,352
Avg per participant Low balance/head
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Official DOL plan name: Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Spicer Jeffries & Co LLP · Colorado · Professional & Technical Services

$5M in assets, 104 participants

Spicer Jeffries & Co LLP's Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,221 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust covers 104 participants in Colorado, about 28% of the average Colorado filer (state average ~376 per filing). Assets: $5M.

#8,221
in Professional & Technical Services (20,173 peers)
+34.9%
assets growth YoY

Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,340,636 43rd percentile higher than 43% 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

Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust 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. Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust reported net income rose from $756K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust reported participants fell from 108 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 841210311 · Spicer Jeffries & Co LLP PY 2024 · 401(k)

Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust · $5M · 104 · 43rd

  • RANK $5M
  • PHOTO 104
  • IND 43rd
  • EOY 401(k)
  • 5500 near Orange Ev LLC 401(k) Plan
  • ASSETS ind #8221

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 Colorado →

Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & TrustSpicer Jeffries & Co LLP 401…$5MOrange Ev LLC 401(k) Plan$5MFine Art Lamps 401(k) Plan$5MNew Healthworks, Inc. 401(k) PlanNew Healthworks, Inc. 401(k)…$5MMusicnotes Profit Sharing and Employee Savings PlanMusicnotes Profit Sharing an…$5M
End-of-year total assets ($M) among Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN841210311
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spicer Jeffries & Co LLP)

Sponsor-wide plan assets over time

All Spicer Jeffries & Co LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 66.77297437903982% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.2M $5.34M ▲ +66.9%
Year Plans Participants Total Assets
2022 1 104 $3M
2023 1 108 $4M
2024 1 104 $5M

Nearby 401(k) Plans in Colorado

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

Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005340636 · Participants: 104Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Orange Ev LLC 401(k) Plan in KS ($5M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust surged - up 34.9% during 2024, from $4M to $5M. Reported net income was $1M.
How have Spicer Jeffries & Co LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spicer Jeffries & Co LLP's sponsor-wide assets grew 66.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Orange Ev LLC 401(k) Plan in KS ($5M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Spicer Jeffries & Co LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, 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 841210311.

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.