401(k) · DOL Form 5500 · 2023

Susman, Duffy & Segaloff, P.C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
11
Participants Small participant base
51st
Percentile by assets National rank
$632,600
Avg per participant High balance/head
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Official DOL plan name: Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan · Sponsored by Susman, Duffy & Segaloff, P.C. · Connecticut · Professional & Technical Services

$7M in assets, 11 participants

Susman, Duffy & Segaloff, P.C.'s Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan reported $7M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,022 in Professional & Technical Services (20,321 peers)

Susman, Duffy & Segaloff, P.C. multi-year trail

Susman, Duffy & Segaloff, P.C.'s plans moved +15.1% in assets from 2022 to 2023; this filing shows Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan at $7M / 11 participants.

#10,022
in Professional & Technical Services (20,321 peers)
+15.1%
assets growth YoY

Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,958,597 Top 49% higher than 51% of 127,068 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 2023

Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan reported net income rose from -$833K in the plan year 2022 filing to $914K in the plan year 2023 filing.
  • Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061025905 · Susman, Duffy & Segaloff, P.C. PY 2023 · 401(k)

Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan · $7M · 11 · 51st

  • EOY $7M
  • EOY 11
  • EOY 51st
  • EOY 401(k)
  • EOY near Hyco Alabama, LLC 401(k) Plan
  • EOY ind #10022

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 Connecticut →

Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan in the asset neighbourhood

Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing PlanSusman, Duffy & Segaloff, P.…$7MHyco Alabama, LLC 401(k) Plan$7MLabel-Aire 401(k) Retirement and Savings PlanLabel-Aire 401(k) Retirement…$7MThe Ginn Group, Inc. 401(k) Profit Sharing & TrustThe Ginn Group, Inc. 401(k) …$7MPropane Council 401(k) Retirement PlanPropane Council 401(k) Retir…$7M
End-of-year total assets ($M) among Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Susman, Duffy & Segaloff, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Susman, Duffy & Segaloff, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 15.117018701850169% vs 2022
2023 filing year
$5.5M$6M$6.5M$7M$7.5M 20222023 $6.04M $6.96M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 12 $6M
2023 1 11 $7M

Susman, Duffy & Segaloff, P.C. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$914K
Employer EIN061025905
Plan Effective Date1984-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan, Total assets ($B): 0.006958597 · Participants: 11Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan side-by-side with 3 peers →

Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Hyco Alabama, LLC 401(k) Plan in AL ($7M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan assets move in 2023? ▼
Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan grew sharply - up 15.1% during 2023, from $6M to $7M. Reported net income was $914K.
How have Susman, Duffy & Segaloff, P.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Susman, Duffy & Segaloff, P.C.'s sponsor-wide assets grew 15.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hyco Alabama, LLC 401(k) Plan in AL ($7M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Susman, Duffy & Segaloff, P.C. Section 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 061025905.

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.