Profit Sharing · DOL Form 5500 · 2022

Marvin M Siegel Cpa PC Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
44th
Percentile by assets National rank
$449,741
Avg per participant High balance/head
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Official DOL plan name: Marvin M Siegel Cpa PC Profit Sharing Plan and Tru · Sponsored by Marvin M Siegel Cpa PC · Illinois · Professional & Technical Services

$4M in assets, 8 participants

Marvin M Siegel Cpa PC's Marvin M Siegel Cpa PC Profit Sharing Plan and Tru reported $4M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,913 in Professional & Technical Services (21,562 peers)

Marvin M Siegel Cpa PC multi-year trail

Marvin M Siegel Cpa PC's plans moved +28.2% in assets from 2022 to 2024; this filing shows Marvin M Siegel Cpa PC Profit Sharing Plan and Tru at $4M / 8 participants.

#8,913
in Professional & Technical Services (21,562 peers)
-7.6%
assets change YoY

The plan reported a net loss of $296K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Marvin M Siegel Cpa PC Profit Sharing Plan and Tru's mid-pack asset rank among Professional & Technical Services and all filers

Marvin M Siegel Cpa PC Profit Sharing Plan and Tru vs every filed plan by assets

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

$3,597,931 44th percentile higher than 44% 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

Marvin M Siegel Cpa PC Profit Sharing Plan and Tru among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marvin M Siegel Cpa PC Profit Sharing Plan and Tru is a micro filing (8 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 362940635 · Marvin M Siegel Cpa PC PY 2022 · Profit Sharing

Marvin M Siegel Cpa PC Profit Sharing Plan and Tru · $4M · 8 · 44th

  • EIN $4M
  • RANK 8
  • PHOTO 44th
  • IND Profit Sharing
  • EOY near Fbj Consulting Ltd. Profit Sharing Plan
  • 5500 ind #8913

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 Illinois →

Marvin M Siegel Cpa PC Profit Sharing Plan and Tru in the asset neighbourhood

Marvin M Siegel Cpa PC Profit Sharing Plan and TruMarvin M Siegel Cpa PC Profi…$4MFbj Consulting Ltd. Profit Sharing PlanFbj Consulting Ltd. Profit S…$4MRoofers Local No 58 Supplemental Benefit PlanRoofers Local No 58 Suppleme…$4MHeller, Heller & Mccoy Profit Sharing PlanHeller, Heller & Mccoy Profi…$4MJohn a. Bell, Jr., D.D.S. Profit Sharing PlanJohn a. Bell, Jr., D.D.S. Pr…$4M
End-of-year total assets ($M) among Marvin M Siegel Cpa PC Profit Sharing Plan and Tru and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Marvin M Siegel Cpa PC multi-year asset trail

Sponsor-wide plan assets over time

All Marvin M Siegel Cpa PC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 28.18555997877669% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.6M $4.61M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 8 $4M
2023 1 8 $4M
2024 1 8 $5M

Marvin M Siegel Cpa PC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$296K
Employer EIN362940635
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Illinois

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

Marvin M Siegel Cpa PC Profit Sharing Plan and Tru vs. nearby Profit Sharing plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Marvin M Siegel Cpa PC Profit Sharing Plan and Tru, Total assets ($B): 0.003597931 · Participants: 8Marvin M Siegel Cpa PC Profit Sharing Plan and TruW. W. Grainger, Inc. Retirement Savings Plan, Total assets ($B): 2.979108031 · Participants: 17181W. W. Grainger, Inc. Retirement Savings PlanElectrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5, Total assets ($B): 2.855707618 · Participants: 21985Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5Mcmaster-Carr Supply Company Profit Sharing Trust, Total assets ($B): 2.451303819 · Participants: 4327Mcmaster-Carr Supply Company Profit Sharing TrustMid-America Carpenters Regional Council Supplemental Retirement Plan, Total assets ($B): 1.415984134 · Participants: 16140Mid-America Carpenters Regional Council Supplemental Retirement PlanAccenture United States Discretionary Profit Sharing Plan, Total assets ($B): 0.893156479 · Participants: 10992Accenture United States Discretionary Profit Sharing Plan
Marvin M Siegel Cpa PC Profit Sharing Plan and Tru vs. nearby Profit Sharing plans in Illinois, assets vs. participants
Compare Marvin M Siegel Cpa PC Profit Sharing Plan and Tru side-by-side with 3 peers →

Marvin M Siegel Cpa PC Profit Sharing Plan and Tru's out-of-state Profit Sharing peers by assets and headcount

Outside Illinois, the nearest Profit Sharing by assets is Fbj Consulting Ltd. Profit Sharing Plan in NJ ($4M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Marvin M Siegel Cpa PC Profit Sharing Plan and Tru assets move in 2022? ▼
Marvin M Siegel Cpa PC Profit Sharing Plan and Tru pulled back noticeably - down 7.6% during 2022, from $4M to $4M. Reported net income was -$296K.
How have Marvin M Siegel Cpa PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marvin M Siegel Cpa PC's sponsor-wide assets grew 28.2%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Marvin M Siegel Cpa PC Profit Sharing Plan and Tru? ▼
Among Profit Sharing plans in other states, the closest by assets is Fbj Consulting Ltd. Profit Sharing Plan in NJ ($4M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Marvin M Siegel Cpa PC Profit Sharing Plan and Tru? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K 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 362940635.

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.