401(k) · DOL Form 5500 · 2022

Siegel Brill PA 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
25
Participants Small participant base
71st
Percentile by assets National rank
$553,197
Avg per participant High balance/head
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Official DOL plan name: Siegel Brill PA 401(k) Profit Sharing Plan & Trust · Sponsored by Siegel Brill PA · Minnesota · Professional & Technical Services

$14M in assets, 25 participants

Siegel Brill PA's Siegel Brill PA 401(k) Profit Sharing Plan & Trust reported $14M in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,201 in Professional & Technical Services (21,562 peers)

Siegel Brill PA multi-year trail

Siegel Brill PA's plans moved +42.6% in assets from 2022 to 2024; this filing shows Siegel Brill PA 401(k) Profit Sharing Plan & Trust at $14M / 25 participants.

#15,201
in Professional & Technical Services (21,562 peers)
-13.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Siegel Brill PA 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Siegel Brill PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$13,829,917 Top 29% higher than 71% 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 Brill PA 401(k) Profit Sharing Plan & Trust 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 Brill PA 401(k) Profit Sharing Plan & Trust is a small filing (25 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 411626742 · Siegel Brill PA PY 2022 · 401(k)

Siegel Brill PA 401(k) Profit Sharing Plan & Trust · $14M · 25 · 71st

  • 5500 $14M
  • ASSETS 25
  • PCT 71st
  • EIN 401(k)
  • RANK near The Restated Thrift/Profit Sharing Plan for Cooperatives
  • PHOTO ind #15201

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 Minnesota →

Siegel Brill PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Siegel Brill PA 401(k) Profit Sharing Plan & TrustSiegel Brill PA 401(k) Profi…$14MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$14MFinancial Independence Corporation Retirement PlanFinancial Independence Corpo…$14MInnovation Associates 401(k)$14MSeverson Group 401(k) Plan$14M
End-of-year total assets ($M) among Siegel Brill PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Siegel Brill PA multi-year asset trail

Sponsor-wide plan assets over time

All Siegel Brill PA plans reported in each filing year

Latest sponsor-wide plan assets
$20M 42.58291644121942% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.8M $19.7M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 25 $14M
2023 1 26 $17M
2024 1 29 $20M

Siegel Brill PA filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN411626742
Plan Effective Date1968-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Siegel Brill PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Siegel Brill PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.013829917 · Participants: 25Siegel Brill PA 401(k) Profit Sharing Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Siegel Brill PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Siegel Brill PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Siegel Brill PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA ($14M); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Brill PA 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Siegel Brill PA 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 13.2% during 2022, from $16M to $14M. Reported net income was -$2M.
How have Siegel Brill PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Siegel Brill PA's sponsor-wide assets grew 42.6%, from $14M to $20M.
Which 401(k) plans are similar in size to Siegel Brill PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Restated Thrift/Profit Sharing Plan for Cooperatives in IA ($14M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Siegel Brill PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M 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 411626742.

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.