401(k) · DOL Form 5500 · 2022

Sie Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
417
Participants Below avg headcount
76th
Percentile by assets National rank
$44,535
Avg per participant Low balance/head
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Official DOL plan name: Sie Holdings, Inc. 401(k) Retirement Plan · Sponsored by Sie Holdings, Inc. · North Carolina · Wholesale Trade

$19M in assets, 417 participants

Sie Holdings, Inc.'s Sie Holdings, Inc. 401(k) Retirement Plan reported $19M in total assets and 417 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.

  • #5,006 in Wholesale Trade (6,843 peers)

Where Sie Holdings, Inc. 401(k) Retirement Plan sits by assets

Sie Holdings, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $19M for 417 participants (~$44,535/participant), down 13.0% in 2022.

#5,006
in Wholesale Trade (6,843 peers)
-13.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sie Holdings, Inc. 401(k) Retirement Plan's outsized position by total assets

Sie Holdings, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$18,571,147 Top 24% higher than 76% 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

Sie Holdings, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sie Holdings, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (417 participants).

Published 5500 schedule card

Filing strip 871317918 · Sie Holdings, Inc. PY 2022 · 401(k)

Sie Holdings, Inc. 401(k) Retirement Plan · $19M · 417 · 76th

  • 5500 $19M
  • ASSETS 417
  • PCT 76th
  • EIN 401(k)
  • RANK near Nxedge 401(k) Plan
  • PHOTO ind #5006

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Sie Holdings, Inc. 401(k) Retirement Plan in the asset neighbourhood

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End-of-year total assets ($M) among Sie Holdings, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN871317918
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sie Holdings, Inc.)

Sponsor-wide plan assets over time

All Sie Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 51.58969448682949% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $28.2M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 417 $19M
2023 1 453 $24M
2024 1 520 $28M

Nearby 401(k) Plans in North Carolina

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

Sie Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Sie Holdings, Inc. 401(k) Retirement Plan, Total assets ($B): 0.018571147 · Participants: 417Sie Holdings, Inc. 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Sie Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sie Holdings, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Sie Holdings, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Nxedge 401(k) Plan in ID ($19M); by covered participants it is Uvnv, Inc. 401(k) Plan in CA (417 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (417 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 Sie Holdings, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Sie Holdings, Inc. 401(k) Retirement Plan pulled back noticeably - down 13.0% during 2022, from $21M to $19M. Reported net income was -$3M.
How have Sie Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sie Holdings, Inc.'s sponsor-wide assets grew 51.6%, from $19M to $28M.
Where does Sie Holdings, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Sie Holdings, Inc. 401(k) Retirement Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sie Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nxedge 401(k) Plan in ID ($19M, 342 participants).
Which 401(k) plans cover a similar participant headcount to Sie Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uvnv, Inc. 401(k) Plan in CA (417 participants, $15M 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 871317918.

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.