401(k) · DOL Form 5500 · 2023
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $246,919
- Avg per participant Above avg balance/head
Official DOL plan name: Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan · Sponsored by Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar · Florida · Professional & Technical Services
$21M in assets, 85 participants
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar's Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan reported $21M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #14,931 in Professional & Technical Services (20,321 peers)
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar multi-year trail
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar's plans moved +34.5% in assets from 2022 to 2024; this filing shows Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan at $21M / 85 participants.
- #14,931
- in Professional & Technical Services (20,321 peers)
- +15.3%
- assets growth YoY
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan's outsized position by total assets
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,988,095 Top 26% higher than 74% 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
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 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. Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan is a small filing (85 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan reported participants fell from 90 in the plan year 2022 filing to 85 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 591777539 · Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar PY 2023 · 401(k)
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan · $21M · 85 · 74th
- SCH $21M
- EBSA 85
- PART 74th
- TYPE 401(k)
- NET near Atek Companies Savings Plan
- BOOK ind #14931
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 Florida →
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar multi-year asset trail
Sponsor-wide plan assets over time
All Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 34.459019840419096% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $18M |
| 2023 | 1 | 85 | $21M |
| 2024 | 1 | 89 | $24M |
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mar filing trail (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $3M |
| Employer EIN | 591777539 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Siegfried, Rivera, Hyman, Lerner, De La Torre, Mars & Sobel, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Atek Companies Savings Plan in MN ($21M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Atek Companies Savings Plan (MN) $21M · 329
- Constantia Flexibles America Company 401(k) Plan (SC) $21M · 280
- Dreamscape Companies 401(k) Plan (NY) $21M · N/A
- Dtric 401(k) Profit Sharing Plan (HI) $21M · 87
Similar participant headcount
Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.
- Jones Energy, LLC Profit Sharing Plan (OK) 85 · 0 off
- Alkahest, Inc. 401(k) Plan (CA) 85 · 0 off
- Medly Health Inc. 401(k) Plan (DE) 85 · 0 off
- Prometheus Biosciences, Inc. 401(k) Plan (CA) 85 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.