401(k) · DOL Form 5500 · 2022
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $202,178
- Avg per participant Above avg balance/head
Official DOL plan name: Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan · Sponsored by Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar · Florida · Professional & Technical Services
$18M in assets, 90 participants
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar's Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan reported $18M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #16,367 in Professional & Technical Services (21,562 peers)
Where Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan sits by assets
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $18M for 90 participants (~$202,178/participant), down 16.3% in 2022.
- #16,367
- in Professional & Technical Services (21,562 peers)
- -16.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan's outsized position by total assets
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,196,037 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan is a small filing (90 participants) on this national headcount ladder.
DOL schedule card
Filing strip 591777539 · Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar PY 2022 · 401(k)
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan · $18M · 90 · 76th
- IND $18M
- IND 90
- IND 76th
- IND 401(k)
- IND near Hills Properties Profit Sharing Plan
- IND ind #16367
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 Professional & Technical Services retirement plans → · Plans in Florida →
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$4M |
| Employer EIN | 591777539 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar)
Sponsor-wide plan assets over time
All Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 34.459019840419096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $18M |
| 2023 | 1 | 85 | $21M |
| 2024 | 1 | 89 | $24M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Hills Properties Profit Sharing Plan in OH ($18M); by covered participants it is Pacific Enterprise Bank 401(k)Plan in CA (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Hills Properties Profit Sharing Plan (OH) $18M · 167
- Trigreen Equipment, LLC 401(k) Plan (AL) $18M · 563
- Freixenet Sonoma Caves, Inc. Profit Sharing Plan (CA) $18M · 146
- Jabian, LLC 401(k) Plan (GA) $18M · 121
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- Pacific Enterprise Bank 401(k)Plan (CA) 90 · 0 off
- Ambulatory Medical Care, Inc. Savings and Retirement Plan (OH) 90 · 0 off
- Marine Interior Systems 401(k) Plan (LA) 90 · 0 off
- Parade Technologies, Inc. 401(k) Plan (CA) 90 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.