401(k) · DOL Form 5500 · 2022
The Siegfried Group, LLP 401(k) Plan
Data updated 2026-08-25
- $154M
- Total assets Near avg plan size
- 1,191
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $129,478
- Avg per participant Near avg balance/head
Official DOL plan name: The Siegfried Group's 401(k) Plan · Sponsored by The Siegfried Group, LLP · Delaware · Professional & Technical Services
$154M in assets, 1,191 participants
The Siegfried Group, LLP's The Siegfried Group's 401(k) Plan reported $154M in total assets and 1,191 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #20,666 in Professional & Technical Services (21,562 peers)
Coverage in Delaware
The Siegfried Group's 401(k) Plan covers 1,191 participants in Delaware, 2.2x the typical Delaware plan (state average ~536 per filing). Assets: $154M.
- #20,666
- in Professional & Technical Services (21,562 peers)
- -4.9%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Siegfried Group's 401(k) Plan's outsized position by total assets
The Siegfried Group's 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$154,208,800 Top 5% higher than 95% 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
The Siegfried Group's 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Siegfried Group's 401(k) Plan lands in the large band (1,191 participants).
Published 5500 schedule card
Filing strip 510378135 · The Siegfried Group, LLP PY 2022 · 401(k)
The Siegfried Group's 401(k) Plan · $154M · 1,191 · 95th
- 5500 $154M
- 5500 1,191
- 5500 95th
- 5500 401(k)
- 5500 near Rogers Group, Inc.& Affiliates Retirement Savings Plan
- 5500 ind #20666
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 Delaware →
The Siegfried Group's 401(k) Plan in the asset neighbourhood
Delaware filing particulars
| Total Assets (Beginning of Year) | $162M |
|---|---|
| Net Assets (End of Year) | $154M |
| Net Income | -$8M |
| Employer EIN | 510378135 |
| Plan Effective Date | 1992-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Siegfried Group, LLP)
Sponsor-wide plan assets over time
All The Siegfried Group, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $252M 63.67838281602606% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,191 | $154M |
| 2023 | 1 | 1,421 | $207M |
| 2024 | 1 | 1,322 | $252M |
Nearby 401(k) Plans in Delaware
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Retirement Savings Plan $6.6B · 9,866
- Astrazeneca Savings and Security Plan $6.1B · 13,301
- Dupont Retirement Savings Plan $3.0B · 11,033
- Wl Gore & Associates, Inc. 401(k) Plan $1.4B · 7,952
- Ashland Employee Savings Plan $1.2B · 1,887
The Siegfried Group's 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Delaware, the nearest 401(k) by assets is Rogers Group, Inc.& Affiliates Retirement Savings Plan in TN ($154M); by covered participants it is American Medical Association Retirement & Savings Plan in IL (1,191 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($154M here).
- Rogers Group, Inc.& Affiliates Retirement Savings Plan (TN) $154M · 2,680
- Digital Federal Credit Union 401(k) Retirement Plan (MA) $154M · 1,681
- Nep Broadcasting, LLC 401(k) Plan (PA) $154M · 1,390
- Aaron's 401(k) Retirement Plan (GA) $154M · 9,065
Similar participant headcount
Nearest other-state filings by covered participants (1,191 participants); asset peers above are excluded.
- American Medical Association Retirement & Savings Plan (IL) 1,191 · 0 off
- Healthcare Partners Investments, LLC 401(k) Profit Sharing Plan (OK) 1,191 · 0 off
- Quaker Window Products Co. 401(k) Profit Sharing Plan & Trust (MO) 1,191 · 0 off
- Sailpoint Technologies Inc. 401(k) Profit Sharing Plan and Trust (TX) 1,191 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.