401(k) · DOL Form 5500 · 2023

Siegel, Moreno & Stettler, Apc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
60
Participants Small participant base
59th
Percentile by assets National rank
$173,099
Avg per participant Above avg balance/head
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Official DOL plan name: Siegel, Moreno & Stettler, Apc 401(k) Plan · Sponsored by Siegel, Moreno & Stettler, Apc · California · Professional & Technical Services

$10M in assets, 60 participants

Siegel, Moreno & Stettler, Apc's Siegel, Moreno & Stettler, Apc 401(k) Plan reported $10M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,820 in Professional & Technical Services (20,321 peers)

Siegel, Moreno & Stettler, Apc multi-year trail

Siegel, Moreno & Stettler, Apc's plans moved +36.8% in assets from 2022 to 2024; this filing shows Siegel, Moreno & Stettler, Apc 401(k) Plan at $10M / 60 participants.

#11,820
in Professional & Technical Services (20,321 peers)
+13.5%
assets growth YoY

Siegel, Moreno & Stettler, Apc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Siegel, Moreno & Stettler, Apc 401(k) Plan vs every filed plan by assets

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

$10,385,925 Top 41% higher than 59% 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

Siegel, Moreno & Stettler, Apc 401(k) 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. Siegel, Moreno & Stettler, Apc 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Siegel, Moreno & Stettler, Apc 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Siegel, Moreno & Stettler, Apc 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Siegel, Moreno & Stettler, Apc 401(k) Plan reported participants rose from 58 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330629816 · Siegel, Moreno & Stettler, Apc PY 2023 · 401(k)

Siegel, Moreno & Stettler, Apc 401(k) Plan · $10M · 60 · 59th

  • SCH $10M
  • SCH 60
  • SCH 59th
  • SCH 401(k)
  • SCH near Honeyville, Inc Retirement Plan
  • SCH ind #11820

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 California →

Siegel, Moreno & Stettler, Apc 401(k) Plan in the asset neighbourhood

Siegel, Moreno & Stettler, Apc 401(k) PlanSiegel, Moreno & Stettler, A…$10MHoneyville, Inc Retirement PlanHoneyville, Inc Retirement P…$10MWestover Property Management Company LP Retirement PlanWestover Property Management…$10MAccelalpha, Inc. 401(k) Profit Sharing PlanAccelalpha, Inc. 401(k) Prof…$10MInfusion Upstate Ny, Inc. 401(k) PlanInfusion Upstate Ny, Inc. 40…$10M
End-of-year total assets ($M) among Siegel, Moreno & Stettler, Apc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Siegel, Moreno & Stettler, Apc multi-year asset trail

Sponsor-wide plan assets over time

All Siegel, Moreno & Stettler, Apc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 36.81220810692414% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.15M $12.5M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 58 $9M
2023 1 60 $10M
2024 1 60 $13M

Siegel, Moreno & Stettler, Apc filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN330629816
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Siegel, Moreno & Stettler, Apc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Siegel, Moreno & Stettler, Apc 401(k) Plan, Total assets ($B): 0.010385925 · Participants: 60Siegel, Moreno & Stettler, Apc 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Siegel, Moreno & Stettler, Apc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Siegel, Moreno & Stettler, Apc 401(k) Plan side-by-side with 3 peers →

Siegel, Moreno & Stettler, Apc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Honeyville, Inc Retirement Plan in UT ($10M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Siegel, Moreno & Stettler, Apc 401(k) Plan assets move in 2023? ▼
Siegel, Moreno & Stettler, Apc 401(k) Plan grew at a solid clip - up 13.5% during 2023, from $9M to $10M. Reported net income was $1M.
How have Siegel, Moreno & Stettler, Apc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Siegel, Moreno & Stettler, Apc's sponsor-wide assets grew 36.8%, from $9M to $13M.
Which 401(k) plans are similar in size to Siegel, Moreno & Stettler, Apc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Honeyville, Inc Retirement Plan in UT ($10M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Siegel, Moreno & Stettler, Apc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants, N/A 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 330629816.

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.