401(k) · DOL Form 5500 · 2023

Seravalli Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
296
Participants Below avg headcount
62nd
Percentile by assets National rank
$38,884
Avg per participant Low balance/head
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Official DOL plan name: Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Seravalli Financial Group, Inc. · Pennsylvania · Food Services & Accommodation

$12M in assets, 296 participants

Seravalli Financial Group, Inc.'s Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,349 in Food Services & Accommodation (3,828 peers)

Coverage in Pennsylvania

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan covers 296 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#3,349
in Food Services & Accommodation (3,828 peers)
+22.0%
assets growth YoY

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,509,652 Top 38% higher than 62% 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

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 311 in the plan year 2022 filing to 296 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232527474 · Seravalli Financial Group, Inc. PY 2023 · 401(k)

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan · $12M · 296 · 62nd

  • EBSA $12M
  • EBSA 296
  • EBSA 62nd
  • EBSA 401(k)
  • EBSA near J. Taylor & Associates, LLC 401(k) Plan
  • EBSA ind #3349

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Seravalli Financial Group, Inc. 401(k) Profit Sharing PlanSeravalli Financial Group, I…$12MJ. Taylor & Associates, LLC 401(k) PlanJ. Taylor & Associates, LLC …$12MStraughan Environmental, Inc. 401(k) Profit Sharing PlanStraughan Environmental, Inc…$12MRxadvance Corporation 401(k) PlanRxadvance Corporation 401(k)…$12MPresident Container Group II, LLC 401(k) PlanPresident Container Group II…$12M
End-of-year total assets ($M) among Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN232527474
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seravalli Financial Group, Inc.)

Sponsor-wide plan assets over time

All Seravalli Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.6084376726704% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.43M $13.5M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 311 $9M
2023 1 296 $12M
2024 1 253 $13M

Nearby 401(k) Plans in Pennsylvania

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

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011509652 · Participants: 296Seravalli Financial Group, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is J. Taylor & Associates, LLC 401(k) Plan in TX ($12M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.0% during 2023, from $9M to $12M. Reported net income was $2M.
How have Seravalli Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seravalli Financial Group, Inc.'s sponsor-wide assets grew 42.6%, from $9M to $13M.
Which 401(k) plans are similar in size to Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is J. Taylor & Associates, LLC 401(k) Plan in TX ($12M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants, $15M 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 232527474.

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.