401(k) · DOL Form 5500 · 2022
Serge Global, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 177
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $53,724
- Avg per participant Low balance/head
Official DOL plan name: Serge Global, Inc. Discretionary Contribution Retirement Plan · Sponsored by Serge Global, Inc. · Pennsylvania · Other Services
$10M in assets, 177 participants
Serge Global, Inc.'s Serge Global, Inc. Discretionary Contribution Retirement Plan reported $10M in total assets and 177 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.
- #6,637 in Other Services (8,398 peers)
Coverage in Pennsylvania
Serge Global, Inc. Discretionary Contribution Retirement Plan covers 177 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $10M.
- #6,637
- in Other Services (8,398 peers)
- -8.4%
- assets change YoY
The plan reported a net loss of $868K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Serge Global, Inc. Discretionary Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers
Serge Global, Inc. Discretionary Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,509,215 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Serge Global, Inc. Discretionary Contribution 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. Serge Global, Inc. Discretionary Contribution Retirement Plan sits mid-pack in the medium band (177 participants).
Plan-year Form 5500 strip
Filing strip 232223692 · Serge Global, Inc. PY 2022 · 401(k)
Serge Global, Inc. Discretionary Contribution Retirement Plan · $10M · 177 · 64th
- EBSA $10M
- EBSA 177
- EBSA 64th
- EBSA 401(k)
- EBSA near Dp&f 401(k) Plan
- EBSA ind #6637
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 Other Services retirement plans → · Plans in Pennsylvania →
Serge Global, Inc. Discretionary Contribution Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$868K |
| Employer EIN | 232223692 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Serge Global, Inc.)
Sponsor-wide plan assets over time
All Serge Global, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 50.57026263471801% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $10M |
| 2023 | 1 | 179 | $12M |
| 2024 | 1 | 202 | $14M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Serge Global, Inc. Discretionary Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Dp&f 401(k) Plan in CA ($10M); by covered participants it is Benchmark Landscape, Inc. 401(k) Profit Sharing Plan in CA (177 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Dp&f 401(k) Plan (CA) $10M · 42
- Medical Management Resources Inc 401(k) Profit Sharing Plan (NY) $10M · 155
- Alliance Steel 401(k) Plan (IN) $10M · 108
- Carpet Weavers, Inc. 401(k) Plan (IL) $10M · 91
Similar participant headcount
Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.
- Benchmark Landscape, Inc. 401(k) Profit Sharing Plan (CA) 177 · 0 off
- Plumas Bank 401(k) Profit Sharing Plan (CA) 177 · 0 off
- Deseret-Blue Mountain 401(k) Plan (UT) 177 · 0 off
- Mike Erdman Motors 401(k) Savings Plan (FL) 177 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.