401(k) · DOL Form 5500 · 2024

David a Spott, Md PA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
33rd
Percentile by assets National rank
$562,019
Avg per participant High balance/head
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Official DOL plan name: David a Spott, Md PA Employees' 401(k) Profit Sharing Plan · Sponsored by David a Spott, Md PA · Maryland · Healthcare & Social Assistance

$3M in assets, 5 participants

David a Spott, Md PA's David a Spott, Md PA Employees' 401(k) Profit Sharing Plan reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,607 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan holds $3M for 5 participants - about $562,019 per participant, in the lower half of filed plans by assets.

#5,607
in Healthcare & Social Assistance (16,916 peers)
-7.1%
assets change YoY

The plan reported a net loss of $214K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan among the smaller filed plans by assets

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,810,096 33rd percentile higher than 33% 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

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David a Spott, Md PA Employees' 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • David a Spott, Md PA Employees' 401(k) Profit Sharing Plan reported net income fell from $246K in the plan year 2023 filing to -$214K in the plan year 2024 filing.
  • David a Spott, Md PA Employees' 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 520912565 · David a Spott, Md PA PY 2024 · 401(k)

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan · $3M · 5 · 33rd

  • PART $3M
  • PART 5
  • PART 33rd
  • PART 401(k)
  • PART near Omega Industries, Inc. 401(k) Profit Sharing Plan & Trust
  • PART ind #5607

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 Maryland →

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan in the asset neighbourhood

David a Spott, Md PA Employees' 401(k) Profit Sharing PlanDavid a Spott, Md PA Employe…$3MOmega Industries, Inc. 401(k) Profit Sharing Plan & TrustOmega Industries, Inc. 401(k…$3MLouisiana Endowment for the Humanties 401(k) Profit SharingLouisiana Endowment for the …$3MCreative Foods Corporation 401(k) Profit Sharing PlanCreative Foods Corporation 4…$3MLibrary Interiors, Inc. Employee Savings PlanLibrary Interiors, Inc. Empl…$3M
End-of-year total assets ($M) among David a Spott, Md PA Employees' 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$214K
Employer EIN520912565
Plan Effective Date1971-09-22
Filing StatusFILING RECEIVED

Sponsor Plan History (David a Spott, Md PA)

Sponsor-wide plan assets over time

All David a Spott, Md PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 1.13413923571835% vs 2022
2024 filing year
$2.7M$2.8M$2.9M$3M$3.1M 202220232024 $2.78M $2.81M ▲ +1.1%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 5 $3M
2024 1 5 $3M

Nearby 401(k) Plans in Maryland

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

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants David a Spott, Md PA Employees' 401(k) Profit Sharing Plan, Total assets ($B): 0.002810096 · Participants: 5David a Spott, Md PA Employees' 401(k) Profit Sharing PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
David a Spott, Md PA Employees' 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare David a Spott, Md PA Employees' 401(k) Profit Sharing Plan side-by-side with 3 peers →

David a Spott, Md PA Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Omega Industries, Inc. 401(k) Profit Sharing Plan & Trust in WA ($3M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 David a Spott, Md PA Employees' 401(k) Profit Sharing Plan assets move in 2024? ▼
David a Spott, Md PA Employees' 401(k) Profit Sharing Plan pulled back noticeably - down 7.1% during 2024, from $3M to $3M. Reported net income was -$214K.
How have David a Spott, Md PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David a Spott, Md PA's sponsor-wide assets grew 1.1%, from $3M to $3M.
Which 401(k) plans are similar in size to David a Spott, Md PA Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omega Industries, Inc. 401(k) Profit Sharing Plan & Trust in WA ($3M, 101 participants).
Which 401(k) plans cover a similar participant headcount to David a Spott, Md PA Employees' 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 520912565.

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.