Profit Sharing · DOL Form 5500 · 2023

Spiritt Family Services Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
74
Participants Small participant base
32nd
Percentile by assets National rank
$30,784
Avg per participant Low balance/head
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Official DOL plan name: Spiritt Family Services 403(b) Plan · Sponsored by Spiritt Family Services · California · Healthcare & Social Assistance

$2M in assets, 74 participants

Spiritt Family Services's Spiritt Family Services 403(b) Plan reported $2M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,540 in Healthcare & Social Assistance (17,684 peers)

Spiritt Family Services multi-year trail

Spiritt Family Services's plans moved +15.1% in assets from 2022 to 2023; this filing shows Spiritt Family Services 403(b) Plan at $2M / 74 participants.

#5,540
in Healthcare & Social Assistance (17,684 peers)
+15.1%
assets growth YoY

Spiritt Family Services 403(b) Plan among the smaller filed plans by assets

Spiritt Family Services 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,278,040 32nd percentile higher than 32% of 127,068 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 2023

Spiritt Family Services 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Spiritt Family Services 403(b) Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Spiritt Family Services 403(b) Plan reported net income rose from $216K in the plan year 2022 filing to $300K in the plan year 2023 filing.
  • Spiritt Family Services 403(b) Plan reported participants fell from 90 in the plan year 2022 filing to 74 in the plan year 2023 filing.
  • Spiritt Family Services 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952852683 · Spiritt Family Services PY 2023 · Profit Sharing

Spiritt Family Services 403(b) Plan · $2M · 74 · 32nd

  • IND $2M
  • EOY 74
  • 5500 32nd
  • ASSETS Profit Sharing
  • PCT near Innovative Offerings, Inc. Profit Sharing Plan & Trust
  • EIN ind #5540

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Spiritt Family Services 403(b) Plan in the asset neighbourhood

Spiritt Family Services 403(b) PlanSpiritt Family Services 403(…$2MInnovative Offerings, Inc. Profit Sharing Plan & TrustInnovative Offerings, Inc. P…$2MUSA Softball Profit Sharing PlanUSA Softball Profit Sharing …$2MFreda & Suriano Orthodontics, P.a. - Profit Sharing PlanFreda & Suriano Orthodontics…$2MLakeshore Legal Aid 403(b) PlanLakeshore Legal Aid 403(b) P…$2M
End-of-year total assets ($M) among Spiritt Family Services 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Spiritt Family Services multi-year asset trail

Sponsor-wide plan assets over time

All Spiritt Family Services plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.149006162233913% vs 2022
2023 filing year
$1.9M$2M$2.1M$2.2M$2.3M$2.4M 20222023 $1.98M $2.28M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 90 $2M
2023 1 74 $2M

Spiritt Family Services filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$300K
Employer EIN952852683
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Spiritt Family Services 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Spiritt Family Services 403(b) Plan, Total assets ($B): 0.00227804 · Participants: 74Spiritt Family Services 403(b) PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Spiritt Family Services 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Spiritt Family Services 403(b) Plan side-by-side with 3 peers →

Spiritt Family Services 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Innovative Offerings, Inc. Profit Sharing Plan & Trust in NY ($2M); by covered participants it is Siam 403(b) in PA (74 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Spiritt Family Services 403(b) Plan assets move in 2023? ▼
Spiritt Family Services 403(b) Plan grew sharply - up 15.1% during 2023, from $2M to $2M. Reported net income was $300K.
How have Spiritt Family Services plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Spiritt Family Services's sponsor-wide assets grew 15.1%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Spiritt Family Services 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Innovative Offerings, Inc. Profit Sharing Plan & Trust in NY ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Spiritt Family Services 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Siam 403(b) in PA (74 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952852683.

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.