401(k) · DOL Form 5500 · 2024

Spencer Gifts LLC 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
4,309
Participants Above avg headcount
88th
Percentile by assets National rank
$16,488
Avg per participant Low balance/head
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Official DOL plan name: Spencer Gifts LLC 401(k) Plan · Sponsored by Spencer Gifts LLC · New Jersey · Retail Trade

$71M in assets, 4,309 participants

Spencer Gifts LLC's Spencer Gifts LLC 401(k) Plan reported $71M in total assets and 4,309 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,494 in Retail Trade (8,048 peers)

Coverage in New Jersey

Spencer Gifts LLC 401(k) Plan covers 4,309 participants in New Jersey, 5.1x the typical New Jersey plan (state average ~844 per filing). Assets: $71M.

#7,494
in Retail Trade (8,048 peers)
+31.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Spencer Gifts LLC 401(k) Plan's outsized position by total assets

Spencer Gifts LLC 401(k) Plan vs every filed plan by assets

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

$71,048,557 Top 12% higher than 88% 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

Spencer Gifts LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spencer Gifts LLC 401(k) Plan lands in the large band (4,309 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spencer Gifts LLC 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Spencer Gifts LLC 401(k) Plan reported participants rose from 3,937 in the plan year 2023 filing to 4,309 in the plan year 2024 filing.
  • Spencer Gifts LLC 401(k) Plan reported net income rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 710878043 · Spencer Gifts LLC PY 2024 · 401(k)

Spencer Gifts LLC 401(k) Plan · $71M · 4,309 · 88th

  • IND $71M
  • IND 4,309
  • IND 88th
  • IND 401(k)
  • IND near Specialty Dental Brands 401(k) Plan
  • IND ind #7494

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 Retail Trade retirement plans → · Plans in New Jersey →

Spencer Gifts LLC 401(k) Plan in the asset neighbourhood

Specialty Dental Brands 401(k) PlanSpecialty Dental Brands 401(…$71MDandelion Payments, Inc. 401(k) PlanDandelion Payments, Inc. 401…$71MSpencer Gifts LLC 401(k) Plan$71MCeva U.S. Holdings 401(k) PlanCeva U.S. Holdings 401(k) Pl…$71MEgan Company 401(k) and Profit Sharing PlanEgan Company 401(k) and Prof…$71M
End-of-year total assets ($M) among Spencer Gifts LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$71M
Net Income$17M
Employer EIN710878043
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spencer Gifts LLC)

Sponsor-wide plan assets over time

All Spencer Gifts LLC plans reported in each filing year

Latest sponsor-wide plan assets
$71M 18.631041862125883% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $59.9M $71.1M ▲ +18.6%
Year Plans Participants Total Assets
2022 2 3,365 $60M
2023 2 4,074 $77M
2024 2 4,432 $71M

Nearby 401(k) Plans in New Jersey

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

Spencer Gifts LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Spencer Gifts LLC 401(k) Plan, Total assets ($B): 0.071048557 · Participants: 4309Spencer Gifts LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Spencer Gifts LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Spencer Gifts LLC 401(k) Plan side-by-side with 3 peers →

Spencer Gifts LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Specialty Dental Brands 401(k) Plan in TN ($71M); by covered participants it is Otis Retirement Savings Plan in CT (4,309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($71M here).

Similar participant headcount

Nearest other-state filings by covered participants (4,309 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 Spencer Gifts LLC 401(k) Plan assets move in 2024? ▼
Spencer Gifts LLC 401(k) Plan surged - up 31.1% during 2024, from $54M to $71M. Reported net income was $17M.
How have Spencer Gifts LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spencer Gifts LLC's sponsor-wide assets grew 18.6%, from $60M to $71M.
Where does Spencer Gifts LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Spencer Gifts LLC 401(k) Plan ranks in the 88th 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 Spencer Gifts LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Specialty Dental Brands 401(k) Plan in TN ($71M, 2,529 participants).
Which 401(k) plans cover a similar participant headcount to Spencer Gifts LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otis Retirement Savings Plan in CT (4,309 participants, $476M 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 710878043.

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.