401(k) · DOL Form 5500 · 2024

Spaulding Clinical Research 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
164
Participants Small participant base
42nd
Percentile by assets National rank
$30,609
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spaulding Clinical Research 401(k) Plan · Sponsored by Spaulding Clinical Research · Wisconsin · Professional & Technical Services

$5M in assets, 164 participants

Spaulding Clinical Research's Spaulding Clinical Research 401(k) Plan reported $5M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,984 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

Spaulding Clinical Research 401(k) Plan covers 164 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $5M.

#7,984
in Professional & Technical Services (20,173 peers)
+16.7%
assets growth YoY

Spaulding Clinical Research 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Spaulding Clinical Research 401(k) Plan vs every filed plan by assets

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

$5,019,834 42nd percentile higher than 42% 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

Spaulding Clinical Research 401(k) 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. Spaulding Clinical Research 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spaulding Clinical Research 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $720K in the plan year 2024 filing.
  • Spaulding Clinical Research 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Spaulding Clinical Research 401(k) Plan reported participants fell from 168 in the plan year 2023 filing to 164 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 260647166 · Spaulding Clinical Research PY 2024 · 401(k)

Spaulding Clinical Research 401(k) Plan · $5M · 164 · 42nd

  • IND $5M
  • IND 164
  • IND 42nd
  • IND 401(k)
  • IND near Brinco 401(k) Retirement & Profit Sharing Plan
  • IND ind #7984

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 Wisconsin →

Spaulding Clinical Research 401(k) Plan in the asset neighbourhood

Spaulding Clinical Research 401(k) PlanSpaulding Clinical Research …$5MBrinco 401(k) Retirement & Profit Sharing PlanBrinco 401(k) Retirement & P…$5MMcmanis & Monsalve Associates Profit Sharing PlanMcmanis & Monsalve Associate…$5MAdvex Corporation Employee Profit Sharing Retirement PlanAdvex Corporation Employee P…$5MAlbie's Food Products, LLC 401(k) PlanAlbie's Food Products, LLC 4…$5M
End-of-year total assets ($M) among Spaulding Clinical Research 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$720K
Employer EIN260647166
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spaulding Clinical Research)

Sponsor-wide plan assets over time

All Spaulding Clinical Research plans reported in each filing year

Latest sponsor-wide plan assets
$5M 79.90540676631558% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.79M $5.02M ▲ +79.9%
Year Plans Participants Total Assets
2022 1 161 $3M
2023 1 168 $4M
2024 1 164 $5M

Nearby 401(k) Plans in Wisconsin

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

Spaulding Clinical Research 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Spaulding Clinical Research 401(k) Plan, Total assets ($B): 0.005019834 · Participants: 164Spaulding Clinical Research 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Spaulding Clinical Research 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Spaulding Clinical Research 401(k) Plan side-by-side with 3 peers →

Spaulding Clinical Research 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Brinco 401(k) Retirement & Profit Sharing Plan in NY ($5M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Spaulding Clinical Research 401(k) Plan assets move in 2024? ▼
Spaulding Clinical Research 401(k) Plan grew sharply - up 16.7% during 2024, from $4M to $5M. Reported net income was $720K.
How have Spaulding Clinical Research plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spaulding Clinical Research's sponsor-wide assets grew 79.9%, from $3M to $5M.
Which 401(k) plans are similar in size to Spaulding Clinical Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brinco 401(k) Retirement & Profit Sharing Plan in NY ($5M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Spaulding Clinical Research 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M 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 260647166.

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.