401(k) · DOL Form 5500 · 2022

Siegel, Barnett & Schutz, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
16
Participants Small participant base
48th
Percentile by assets National rank
$273,237
Avg per participant High balance/head
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Official DOL plan name: Siegel, Barnett & Schutz, LLP 401(k) Plan · Sponsored by Siegel, Barnett & Schutz, LLP · South Dakota · Professional & Technical Services

$4M in assets, 16 participants

Siegel, Barnett & Schutz, LLP's Siegel, Barnett & Schutz, LLP 401(k) Plan reported $4M in total assets and 16 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,798 in Professional & Technical Services (21,562 peers)

Siegel, Barnett & Schutz, LLP multi-year trail

Siegel, Barnett & Schutz, LLP's plans moved -21.9% in assets from 2022 to 2024; this filing shows Siegel, Barnett & Schutz, LLP 401(k) Plan at $4M / 16 participants.

#9,798
in Professional & Technical Services (21,562 peers)
-18.7%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Siegel, Barnett & Schutz, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Siegel, Barnett & Schutz, LLP 401(k) Plan vs every filed plan by assets

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

$4,371,791 48th percentile higher than 48% 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

Siegel, Barnett & Schutz, LLP 401(k) 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. Siegel, Barnett & Schutz, LLP 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 460241120 · Siegel, Barnett & Schutz, LLP PY 2022 · 401(k)

Siegel, Barnett & Schutz, LLP 401(k) Plan · $4M · 16 · 48th

  • PART $4M
  • TYPE 16
  • NET 48th
  • BOOK 401(k)
  • VS-ST near Boiling Point Group, Inc 401(k) Plan
  • BOY ind #9798

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 South Dakota →

Siegel, Barnett & Schutz, LLP 401(k) Plan in the asset neighbourhood

Siegel, Barnett & Schutz, LLP 401(k) PlanSiegel, Barnett & Schutz, LL…$4MBoiling Point Group, Inc 401(k) PlanBoiling Point Group, Inc 401…$4MFerland Corporation 401(k) Profit Sharing Plan & TrustFerland Corporation 401(k) P…$4MRdhc Group, Inc. 401(k) Plan$4MCoho Services 401(k) Plan$4M
End-of-year total assets ($M) among Siegel, Barnett & Schutz, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Siegel, Barnett & Schutz, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Siegel, Barnett & Schutz, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.90804638190618% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $4.37M $3.41M ▼ -22.0%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 17 $4M
2024 1 16 $3M

Siegel, Barnett & Schutz, LLP filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN460241120
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Siegel, Barnett & Schutz, LLP 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Siegel, Barnett & Schutz, LLP 401(k) Plan, Total assets ($M): 4.371791 · Participants: 16Siegel, Barnett & Schutz, LLP 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 615.260397 · Participants: 2873Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 212.264423 · Participants: 13988Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 189.289255 · Participants: 2033Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 183.910332 · Participants: 1883Premier 401(k) PlanPoet Biorefining 401(k) Plan, Total assets ($M): 171.826935 · Participants: 2022Poet Biorefining 401(k) Plan
Siegel, Barnett & Schutz, LLP 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Siegel, Barnett & Schutz, LLP 401(k) Plan side-by-side with 3 peers →

Siegel, Barnett & Schutz, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Boiling Point Group, Inc 401(k) Plan in CA ($4M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); 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 Siegel, Barnett & Schutz, LLP 401(k) Plan assets move in 2022? ▼
Siegel, Barnett & Schutz, LLP 401(k) Plan declined sharply - down 18.7% during 2022, from $5M to $4M. Reported net income was -$1M.
How have Siegel, Barnett & Schutz, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Siegel, Barnett & Schutz, LLP's sponsor-wide assets declined 21.9%, from $4M to $3M.
Which 401(k) plans are similar in size to Siegel, Barnett & Schutz, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boiling Point Group, Inc 401(k) Plan in CA ($4M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Siegel, Barnett & Schutz, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (16 participants, $2M 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 460241120.

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.