401(k) · DOL Form 5500 · 2022

Seravalli Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
311
Participants Below avg headcount
64th
Percentile by assets National rank
$30,336
Avg per participant Low balance/head
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Official DOL plan name: Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Seravalli Financial Group, Inc. · Pennsylvania · Food Services & Accommodation

$9M in assets, 311 participants

Seravalli Financial Group, Inc.'s Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,083 in Food Services & Accommodation (4,592 peers)

Coverage in Pennsylvania

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan covers 311 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#4,083
in Food Services & Accommodation (4,592 peers)
-11.5%
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.

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,434,521 Top 36% higher than 64% 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

Seravalli Financial Group, Inc. 401(k) Profit Sharing 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. Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (311 participants).

EBSA filing schedule strip

Filing strip 232527474 · Seravalli Financial Group, Inc. PY 2022 · 401(k)

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan · $9M · 311 · 64th

  • ASSETS $9M
  • PCT 311
  • EIN 64th
  • RANK 401(k)
  • PHOTO near Creative Imaging Group, Inc. Employee Stock Ownership Plan
  • IND ind #4083

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Dimex, LLC Retirement Savings PlanDimex, LLC Retirement Saving…$9MSeravalli Financial Group, Inc. 401(k) Profit Sharing PlanSeravalli Financial Group, I…$9MCreative Imaging Group, Inc. Employee Stock Ownership PlanCreative Imaging Group, Inc.…$9MRocky Mountain Therapy Services, Inc. 401(k) PlanRocky Mountain Therapy Servi…$9MCincinnati USA Regional Chamber 401(k) PlanCincinnati USA Regional Cham…$9M
End-of-year total assets ($M) among Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN232527474
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seravalli Financial Group, Inc.)

Sponsor-wide plan assets over time

All Seravalli Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.6084376726704% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.43M $13.5M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 311 $9M
2023 1 296 $12M
2024 1 253 $13M

Nearby 401(k) Plans in Pennsylvania

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

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009434521 · Participants: 311Seravalli Financial Group, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Creative Imaging Group, Inc. Employee Stock Ownership Plan in ME ($9M); by covered participants it is Brightwheel 401(k) Plan in CA (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 11.5% during 2022, from $11M to $9M. Reported net income was -$1M.
How have Seravalli Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seravalli Financial Group, Inc.'s sponsor-wide assets grew 42.6%, from $9M to $13M.
Which 401(k) plans are similar in size to Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creative Imaging Group, Inc. Employee Stock Ownership Plan in ME ($9M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightwheel 401(k) Plan in CA (311 participants, $6M 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 232527474.

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.