Profit Sharing · DOL Form 5500 · 2022

Robert F Siegert Md Ltd Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
38th
Percentile by assets National rank
$2.6M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert F Siegert Md Ltd Profit Sharing Plan · Sponsored by Robert F Siegert Md Ltd · Wisconsin · Healthcare & Social Assistance

$3M in assets, 1 participants

Robert F Siegert Md Ltd's Robert F Siegert Md Ltd Profit Sharing Plan reported $3M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,112 in Healthcare & Social Assistance (20,060 peers)

Robert F Siegert Md Ltd multi-year trail

Robert F Siegert Md Ltd's plans moved +11.7% in assets from 2022 to 2024; this filing shows Robert F Siegert Md Ltd Profit Sharing Plan at $3M / 1 participant.

#8,112
in Healthcare & Social Assistance (20,060 peers)
-22.0%
assets change YoY

The plan reported a net loss of $728K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert F Siegert Md Ltd Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert F Siegert Md Ltd Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,585,541 38th percentile higher than 38% of 139,123 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 2022

Robert F Siegert Md Ltd Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert F Siegert Md Ltd Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 391373484 · Robert F Siegert Md Ltd PY 2022 · Profit Sharing

Robert F Siegert Md Ltd Profit Sharing Plan · $3M · 1 · 38th

  • EIN $3M
  • EIN 1
  • EIN 38th
  • EIN Profit Sharing
  • EIN near John L. Zinkel, M.D., P.C. Profit Sharing Plan
  • EIN ind #8112

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 Wisconsin →

Robert F Siegert Md Ltd Profit Sharing Plan in the asset neighbourhood

Robert F Siegert Md Ltd Profit Sharing PlanRobert F Siegert Md Ltd Prof…$3MDavid M. Hirsh Md PC Employees Profit Sharing PlanDavid M. Hirsh Md PC Employe…$3MWard-Boland Associates, Inc. Employee Stock Ownership Plan and Profit Sharing PlanWard-Boland Associates, Inc.…$3MJohn L. Zinkel, M.D., P.C. Profit Sharing PlanJohn L. Zinkel, M.D., P.C. P…$3MCitizens State Financial Corp PspCitizens State Financial Cor…$3M
End-of-year total assets ($M) among Robert F Siegert Md Ltd Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Robert F Siegert Md Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Robert F Siegert Md Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.718437263226535% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.59M $2.89M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $3M

Robert F Siegert Md Ltd filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$728K
Employer EIN391373484
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Robert F Siegert Md Ltd Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Robert F Siegert Md Ltd Profit Sharing Plan, Total assets ($B): 0.002585541 · Participants: 1Robert F Siegert Md Ltd Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Robert F Siegert Md Ltd Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Robert F Siegert Md Ltd Profit Sharing Plan side-by-side with 3 peers →

Robert F Siegert Md Ltd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is John L. Zinkel, M.D., P.C. Profit Sharing Plan in MI ($3M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert F Siegert Md Ltd Profit Sharing Plan assets move in 2022? ▼
Robert F Siegert Md Ltd Profit Sharing Plan declined sharply - down 22.0% during 2022, from $3M to $3M. Reported net income was -$728K.
How have Robert F Siegert Md Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert F Siegert Md Ltd's sponsor-wide assets grew 11.7%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Robert F Siegert Md Ltd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is John L. Zinkel, M.D., P.C. Profit Sharing Plan in MI ($3M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert F Siegert Md Ltd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391373484.

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.