401(k) · DOL Form 5500 · 2024

Spellman High Voltage Electronics Corporation 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
357
Participants Below avg headcount
88th
Percentile by assets National rank
$197,210
Avg per participant Above avg balance/head
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Official DOL plan name: Spellman 401(k) Savings Plan · Sponsored by Spellman High Voltage Electronics Corporation · New York · Utilities

$70M in assets, 357 participants

Spellman High Voltage Electronics Corporation's Spellman 401(k) Savings Plan reported $70M in total assets and 357 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.

  • #411 in Utilities (732 peers)

Coverage in New York

Spellman 401(k) Savings Plan covers 357 participants in New York, about 45% of the average New York filer (state average ~798 per filing). Assets: $70M.

#411
in Utilities (732 peers)
+15.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Spellman 401(k) Savings Plan's outsized position by total assets

Spellman 401(k) Savings Plan vs every filed plan by assets

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

$70,403,800 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

Spellman 401(k) Savings 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. Spellman 401(k) Savings Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spellman 401(k) Savings Plan end-of-year assets rose from $61M in the plan year 2023 filing to $70M in the plan year 2024 filing.
  • Spellman 401(k) Savings Plan reported participants rose from 328 in the plan year 2023 filing to 357 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 132607577 · Spellman High Voltage Electronics Corporation PY 2024 · 401(k)

Spellman 401(k) Savings Plan · $70M · 357 · 88th

  • NET $70M
  • BOOK 357
  • VS-ST 88th
  • BOY 401(k)
  • SCH near Lor, Inc. 401(k) Plan
  • EBSA ind #411

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 Utilities retirement plans → · Plans in New York →

Spellman 401(k) Savings Plan in the asset neighbourhood

Southern Bank 401(k) Retirement PlanSouthern Bank 401(k) Retirem…$70MThe Langdale Company Retirement Savings PlanThe Langdale Company Retirem…$70MSpellman 401(k) Savings Plan$70MLor, Inc. 401(k) Plan$70MModern Forge Companies Employee Retirement Benefit PlanModern Forge Companies Emplo…$70M
End-of-year total assets ($M) among Spellman 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$70M
Net Income$9M
Employer EIN132607577
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spellman High Voltage Electronics Corporation)

Sponsor-wide plan assets over time

All Spellman High Voltage Electronics Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$70M 36.72951903812091% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.5M $70.4M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 383 $51M
2023 1 328 $61M
2024 1 357 $70M

Nearby 401(k) Plans in New York

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

Spellman 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Spellman 401(k) Savings Plan, Total assets ($B): 0.0704038 · Participants: 357Spellman 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Spellman 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Spellman 401(k) Savings Plan side-by-side with 3 peers →

Spellman 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lor, Inc. 401(k) Plan in GA ($70M); by covered participants it is Fidelity Bank 401(k) Retirement Plan in LA (357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Spellman 401(k) Savings Plan assets move in 2024? ▼
Spellman 401(k) Savings Plan grew sharply - up 15.6% during 2024, from $61M to $70M. Reported net income was $9M.
How have Spellman High Voltage Electronics Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spellman High Voltage Electronics Corporation's sponsor-wide assets grew 36.7%, from $51M to $70M.
Where does Spellman 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Spellman 401(k) Savings 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 Spellman 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lor, Inc. 401(k) Plan in GA ($70M, 556 participants).
Which 401(k) plans cover a similar participant headcount to Spellman 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fidelity Bank 401(k) Retirement Plan in LA (357 participants, $33M 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 132607577.

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.