Money Purchase · DOL Form 5500 · 2024

Richard I Spiro, M.D. Money Purchase Plan

Data updated 2026-08-11

$5M
Total assets
1
Participants
43rd
Percentile by assets
$5.4M
Avg per participant
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Official DOL plan name: Richard I Spiro Profit Sharing Plan · Sponsored by Richard I Spiro, M.D. · Massachusetts · Healthcare & Social Assistance

$5M in assets, 1 participants

Richard I Spiro, M.D.'s Richard I Spiro Profit Sharing Plan reported $5M in total assets and 1 participant 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.

  • 43rd percentile by assets (of 123,622 plans)
  • #7,878 in Healthcare & Social Assistance (16,916 peers)

Richard I Spiro, M.D. multi-year trail

Richard I Spiro, M.D.'s plans moved +68.9% in assets from 2022 to 2024; this filing shows Richard I Spiro Profit Sharing Plan at $5M / 1 participant.

$5M
total plan assets (2024 EOY)
1
covered participants
43rd
percentile by assets (of 123,622 plans)
$5.4M
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard I Spiro Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Richard I Spiro Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Richard I Spiro, M.D. across 3 plan years on file

Across the 3 plan years Richard I Spiro, M.D. has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $5M, a gain of 68.9%, while reported participants moved from 1 to 1 (+0.0%). Peak year by sponsor assets: 2024 ($5M); trough: 2022 ($3M).

Richard I Spiro, M.D. multi-year asset trail

$2M$3M$4M$5M$6M 202220232024 $3.18M $5.37M ▲ +68.9%
Total plan assets by year, all Richard I Spiro, M.D. plans on file
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $4M
2024 1 1 $5M

Richard I Spiro, M.D. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN043255736
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Massachusetts

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Richard I Spiro Profit Sharing Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants

Richard I Spiro Profit Sharing Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Richard I Spiro Prof…Retirement Income Pl…Massachusetts Labore…Harvard University D…Electrical Workers D…Tufts University Bas…
Richard I Spiro Profit Sharing Plan vs. nearby Money Purchase plans in Massachusetts, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Richard I Spiro Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Richard I Spiro Profit Sharing Plan assets move in 2024?
Richard I Spiro Profit Sharing Plan grew sharply - up 26.9% during 2024, from $4M to $5M. Reported net income was $1M.
How have Richard I Spiro, M.D. plan assets changed over time?
Across 3 plan years on file (2022-2024), Richard I Spiro, M.D.'s sponsor-wide assets grew 68.9%, from $3M to $5M.
Which Money Purchase plans are similar in size to Richard I Spiro Profit Sharing Plan?
Among Money Purchase plans in other states, the closest by assets is Max Kade Foundation Inc Retirement Plan for Employees with Tiaa & Cref in NY ($5M, 3 participants).

Multi-year trail

Ways to act on Richard I Spiro Profit Sharing Plan's numbers.