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S.P.E.A.R. Physical and Occupational Therapy, LLC: who to call about your old retirement account

S.P.E.A.R. Physical and Occupational Therapy, LLC Cash Balance Plan. NEW YORK, NY. From the plan’s 2024 filing with the U.S. Department of Labor.

Good news: this plan is still running.

It filed for 2024, so if you left money in it, the account should still be there under your name. One phone call usually finds it.

Is this your plan?

From the plan’s public filings. Check that it sounds like the place you worked.

Employer: S.P.E.A.R. Physical and Occupational Therapy, LLC
Address on file: 102 Madison Avenue · New York, NY · 10016
Industry: Health Care & Social Assistance
Plan: S.P.E.A.R. Physical and Occupational Therapy, LLC Cash Balance PlanCash balance pension plan
When: Start date on the filing: 2018 (some plans give the date of their latest rewrite, so it may be older)Still running: latest filing is for 2024Has filed since 2018
Size: about 160 people in the plan, about $3 million in total14 of them no longer work there and are still owed a benefit from it. Leaving a job does not cancel a pension you earned.
You may remember: • The company put money into employees’ accounts

Not the right one? S.P.E.A.R. Physical and Occupational Therapy, LLC has 2 other retirement plans:

Spear Physical Therapy PLLC 401(K) Plan · 401(k) plan · about 990 people · filed 2024
S.P.E.A.R. Physical and Occupational Therapy, LLC Profit Sharing Plan · Profit-sharing plan · about 210 people · filed 2024

Doesn’t sound like it? Search again. Try the company’s legal name, or the name it had when you worked there.

Get this plan’s contact details, free

Tell us where to send them and we’ll email you a link that opens:

✓ The phone number on the plan’s filing
✓ What to say on the call, word for word
✓ The plan ID numbers they will ask you for

If nobody can find you

These official and non-profit registries are free:

DOL Abandoned Plan Search ↗
plans wound down by a custodian after the employer walked away
DOL Retirement Savings Lost & Found ↗
the Department of Labor’s registry of accounts owed to former participants
National Registry of Unclaimed Retirement Benefits ↗
employers and plan administrators list balances they could not deliver
Your state’s unclaimed property office ↗
uncashed distribution checks often end up here

Want a licensed advisor to help?

Optional, free, and no obligation. An advisor can help you track the account down, then roll it into an IRA or your current employer’s plan and keep it invested. You do not need this to use anything above.

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401kHunter is not affiliated with, endorsed by, or connected to S.P.E.A.R. PHYSICAL AND OCCUPATIONAL THERAPY, LLC. Plan figures on this page come from public U.S. Department of Labor Form 5500 filings and reflect the plan’s final reported year. This page is educational and is not investment, tax, or legal advice.