401(k) · DOL Form 5500 · 2023
The Sieb Organization Inc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $381,109
- Avg per participant High balance/head
Official DOL plan name: The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust · Sponsored by The Sieb Organization Inc · Arizona · Professional & Technical Services
$2M in assets, 4 participants
The Sieb Organization Inc's The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.
- #4,679 in Professional & Technical Services (20,321 peers)
The Sieb Organization Inc multi-year trail
The Sieb Organization Inc's plans moved +62.4% in assets from 2022 to 2024; this filing shows The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust at $2M / 4 participants.
- #4,679
- in Professional & Technical Services (20,321 peers)
- +29.9%
- assets growth YoY
The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,524,436 28th percentile higher than 28% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$156K in the plan year 2022 filing to $351K in the plan year 2023 filing.
- The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860951383 · The Sieb Organization Inc PY 2023 · 401(k)
The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust · $2M · 4 · 28th
- IND $2M
- EOY 4
- 5500 28th
- ASSETS 401(k)
- PCT near Bob Roberts & Company, Inc. Retirement Plan
- EIN ind #4679
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 Arizona →
The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
The Sieb Organization Inc multi-year asset trail
Sponsor-wide plan assets over time
All The Sieb Organization Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 62.40885864952295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 1 | 4 | $2M |
| 2024 | 1 | 5 | $2M |
The Sieb Organization Inc filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $351K |
| Employer EIN | 860951383 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Bob Roberts & Company, Inc. Retirement Plan in AL ($2M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.