401(k) · DOL Form 5500 · 2022

SERTIFI 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
96
Participants Small participant base
46th
Percentile by assets National rank
$42,691
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sertifi Plan · Sponsored by SERTIFI · Illinois · Professional & Technical Services

$4M in assets, 96 participants

SERTIFI's Sertifi Plan reported $4M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,504 in Professional & Technical Services (21,562 peers)

SERTIFI multi-year trail

SERTIFI's plans moved +124.9% in assets from 2022 to 2024; this filing shows Sertifi Plan at $4M / 96 participants.

#9,504
in Professional & Technical Services (21,562 peers)
+9.4%
assets growth YoY

Sertifi Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sertifi Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,098,376 46th percentile higher than 46% of 139,123 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 2022

Sertifi Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sertifi Plan is a small filing (96 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 201017995 · SERTIFI PY 2022 · 401(k)

Sertifi Plan · $4M · 96 · 46th

  • EBSA $4M
  • EBSA 96
  • EBSA 46th
  • EBSA 401(k)
  • EBSA near Livingston Hospital and Healthcare Services Retirement Plan
  • EBSA ind #9504

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 Illinois →

Sertifi Plan in the asset neighbourhood

Sertifi Plan$4MLivingston Hospital and Healthcare Services Retirement PlanLivingston Hospital and Heal…$4MScranton Counseling Center 401(k) Profit Sharing PlanScranton Counseling Center 4…$4MSouthern Tea, LLC Salaried Employees 401(k) PlanSouthern Tea, LLC Salaried E…$4MThe Lewis Group 401(k) Salary Reduction Plan & TrustThe Lewis Group 401(k) Salar…$4M
End-of-year total assets ($M) among Sertifi Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

SERTIFI multi-year asset trail

Sponsor-wide plan assets over time

All SERTIFI plans reported in each filing year

Latest sponsor-wide plan assets
$9M 124.882026441693% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4.1M $9.22M ▲ +124.9%
Year Plans Participants Total Assets
2022 1 96 $4M
2023 1 110 $7M
2024 1 115 $9M

SERTIFI filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$351K
Employer EIN201017995
Plan Effective Date2017-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Sertifi Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sertifi Plan, Total assets ($B): 0.004098376 · Participants: 96Sertifi PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Sertifi Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Sertifi Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Livingston Hospital and Healthcare Services Retirement Plan in KY ($4M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sertifi Plan assets move in 2022?
Sertifi Plan grew at a solid clip - up 9.4% during 2022, from $4M to $4M. Reported net income was $351K.
How have SERTIFI plan assets changed over time?
Across 3 plan years on file (2022-2024), SERTIFI's sponsor-wide assets grew 124.9%, from $4M to $9M.
Which 401(k) plans are similar in size to Sertifi Plan?
Among 401(k) plans in other states, the closest by assets is Livingston Hospital and Healthcare Services Retirement Plan in KY ($4M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Sertifi Plan?
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K in assets).