401(k) · DOL Form 5500 · 2024
Spencer Fane LLP 401(k) Plan
Data updated 2026-08-25
- $264M
- Total assets Near avg plan size
- 721
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $365,881
- Avg per participant High balance/head
Official DOL plan name: Spencer Fane Retirement Plan · Sponsored by Spencer Fane LLP · Missouri · Professional & Technical Services
$264M in assets, 721 participants
Spencer Fane LLP's Spencer Fane Retirement Plan reported $264M in total assets and 721 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,453 in Professional & Technical Services (20,173 peers)
Where Spencer Fane Retirement Plan sits by assets
Spencer Fane Retirement Plan sits in the top 5% of all filed plans by assets, $264M for 721 participants (~$365,881/participant), up 25.0% in 2024.
- #19,453
- in Professional & Technical Services (20,173 peers)
- +25.0%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Spencer Fane Retirement Plan's outsized position by total assets
Spencer Fane Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$263,800,079 Top 5% higher than 95% 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 Fane Retirement Plan 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. Spencer Fane Retirement Plan sits mid-pack in the medium band (721 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spencer Fane Retirement Plan end-of-year assets rose from $211M in the plan year 2023 filing to $264M in the plan year 2024 filing.
- Spencer Fane Retirement Plan reported participants rose from 621 in the plan year 2023 filing to 721 in the plan year 2024 filing.
- Spencer Fane Retirement Plan reported net income rose from $48M in the plan year 2023 filing to $51M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 440561981 · Spencer Fane LLP PY 2024 · 401(k)
Spencer Fane Retirement Plan · $264M · 721 · 95th
- NET $264M
- NET 721
- NET 95th
- NET 401(k)
- NET near Kohler Co. 401(k) Savings Plan
- NET ind #19453
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 Missouri →
Spencer Fane Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $211M |
|---|---|
| Net Assets (End of Year) | $264M |
| Net Income | $51M |
| Employer EIN | 440561981 |
| Plan Effective Date | 1967-11-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spencer Fane LLP)
Sponsor-wide plan assets over time
All Spencer Fane LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $270M 66.66049438230355% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 580 | $162M |
| 2023 | 1 | 621 | $211M |
| 2024 | 2 | 838 | $270M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Spencer Fane Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Kohler Co. 401(k) Savings Plan in WI ($264M); by covered participants it is Just Salad LLC 401(k) & Ps Plan in NY (721 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($264M here).
- Kohler Co. 401(k) Savings Plan (WI) $264M · 5,995
- Curriculum Associates 401(k) Plan (MA) $264M · 2,261
- Onto Innovation, Inc. 401(k) Savings Plan (NJ) $264M · 928
- Etsy, Inc. 401(k) Plan (NY) $264M · 1,849
Similar participant headcount
Nearest other-state filings by covered participants (721 participants); asset peers above are excluded.
- Just Salad LLC 401(k) & Ps Plan (NY) 721 · 0 off
- Penhall International Corp. and Affiliated Companies Employees' Profit (TX) 721 · 0 off
- Pacira Biosciences, Inc 401(k) Salary Savings Plan (NJ) 721 · 0 off
- Gmi Holding, Inc. 401(k) Plan (SC) 721 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.