Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Pension Plan of the Segal Company

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by The Segal Group, Inc. ยท New York ยท Professional & Technical Services

What the 2023 filing shows

Pension Plan of the Segal Company holds $406M for 941 participants - about $431,567 per participant, down 18.3% over the 2022 plan year.

$406M
total plan assets (2022 EOY)
941
covered participants
$431,567
avg assets per participant
-18.3%
assets change YoY

The plan reported a net loss of $91M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$406M
Participants
941
State
Industry
Professional & Technical Services

What the Filing Says About Pension Plan of the Segal Company

Pension Plan of the Segal Company is a Defined Benefit (Pension) retirement plan sponsored by The Segal Group, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $406M in total end-of-year assets and covers 941 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 060839113, and the plan has been effective since 1957-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $497M at the beginning of 2022 to $406M at year-end โ€” a decline of 18.3%. Net assets (after liabilities) closed the year at $406M, with reported net income of $-91,045,440 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$497M
Total Assets (End of Year)$406M
Net Assets (End of Year)$406M
Net Income$-91,045,440
Plan TypeDefined Benefit (Pension)
Employer EIN060839113
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Segal Group, Inc.)

Year Plans Participants Total Assets
2022 2 1,963 $869M
2023 2 2,107 $977M
2024 2 2,172 $1.1B

Nearby Defined Benefit (Pension) Plans in New York

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Frequently Asked Questions

How much money is in the Pension Plan of the Segal Company?
As of the 2022 Form 5500 filing, Pension Plan of the Segal Company holds $406M in total assets with 941 participants. It is sponsored by The Segal Group, Inc..
What type of plan is Pension Plan of the Segal Company?
Pension Plan of the Segal Company is a Defined Benefit (Pension) plan. It has been effective since 1957-01-01. The plan is filed with the U.S. Department of Labor under EIN 060839113.
Who sponsors the Pension Plan of the Segal Company?
Pension Plan of the Segal Company is sponsored by The Segal Group, Inc., located in New York. The sponsor's EIN is 060839113 and the plan operates in the Professional & Technical Services industry.
How did Pension Plan of the Segal Company perform in 2022?
Pension Plan of the Segal Company declined by 18.3% during 2022, moving from $497M to $406M in total assets. Net income was $-91,045,440.
Where can I find official filings for Pension Plan of the Segal Company?
Official Form 5500 filings for Pension Plan of the Segal Company are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 060839113 or plan name at efast.dol.gov.
How does Pension Plan of the Segal Company compare to other plans?
You can compare Pension Plan of the Segal Company against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 060839113.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.