401(k) · DOL Form 5500 · 2023

Siegel, Barnett & Schutlz, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
17
Participants Small participant base
39th
Percentile by assets National rank
$217,296
Avg per participant Above avg balance/head
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Official DOL plan name: Siegel, Barnett & Schultz, LLP 401(k) Plan · Sponsored by Siegel, Barnett & Schutlz, LLP · South Dakota · Professional & Technical Services

$4M in assets, 17 participants

Siegel, Barnett & Schutlz, LLP's Siegel, Barnett & Schultz, LLP 401(k) Plan reported $4M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,338 in Professional & Technical Services (20,321 peers)

Siegel, Barnett & Schutlz, LLP multi-year trail

Siegel, Barnett & Schutlz, LLP's plans moved -21.9% in assets from 2022 to 2024; this filing shows Siegel, Barnett & Schultz, LLP 401(k) Plan at $4M / 17 participants.

#7,338
in Professional & Technical Services (20,321 peers)
-15.5%
assets change YoY

The plan reported a net loss of $678K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Siegel, Barnett & Schultz, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Siegel, Barnett & Schultz, LLP 401(k) Plan vs every filed plan by assets

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

$3,694,034 39th percentile higher than 39% 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, Barnett & Schultz, LLP 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, Barnett & Schultz, LLP 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Siegel, Barnett & Schultz, LLP 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$678K in the plan year 2023 filing.
  • Siegel, Barnett & Schultz, LLP 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Siegel, Barnett & Schultz, LLP 401(k) Plan reported participants rose from 16 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 460241120 · Siegel, Barnett & Schutlz, LLP PY 2023 · 401(k)

Siegel, Barnett & Schultz, LLP 401(k) Plan · $4M · 17 · 39th

  • EOY $4M
  • 5500 17
  • ASSETS 39th
  • PCT 401(k)
  • EIN near Aronauer & Yudell 401(k) Plan
  • RANK ind #7338

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 South Dakota →

Siegel, Barnett & Schultz, LLP 401(k) Plan in the asset neighbourhood

Siegel, Barnett & Schultz, LLP 401(k) PlanSiegel, Barnett & Schultz, L…$4MAronauer & Yudell 401(k) Plan$4MLand Clearing Specialist Inc 401(k) Profit Sharing Plan & TrustLand Clearing Specialist Inc…$4MJcb Management Company LLC 401(k) Profit Sharing Plan and TrustJcb Management Company LLC 4…$4MStrategic Delivery Solutions, LLC 401(k) Profit Sharing PlanStrategic Delivery Solutions…$4M
End-of-year total assets ($M) among Siegel, Barnett & Schultz, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Siegel, Barnett & Schutlz, LLP multi-year asset trail

Sponsor-wide plan assets over time

All Siegel, Barnett & Schutlz, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.90804638190618% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $4.37M $3.41M ▼ -22.0%
Year Plans Participants Total Assets
2022 1 16 $4M
2023 1 17 $4M
2024 1 16 $3M

Siegel, Barnett & Schutlz, LLP filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$678K
Employer EIN460241120
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Siegel, Barnett & Schultz, LLP 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Siegel, Barnett & Schultz, LLP 401(k) Plan, Total assets ($M): 3.694034 · Participants: 17Siegel, Barnett & Schultz, LLP 401(k) PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Siegel, Barnett & Schultz, LLP 401(k) Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Siegel, Barnett & Schultz, LLP 401(k) Plan side-by-side with 3 peers →

Siegel, Barnett & Schultz, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Aronauer & Yudell 401(k) Plan in NY ($4M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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, Barnett & Schultz, LLP 401(k) Plan assets move in 2023? ▼
Siegel, Barnett & Schultz, LLP 401(k) Plan declined sharply - down 15.5% during 2023, from $4M to $4M. Reported net income was -$678K.
How have Siegel, Barnett & Schutlz, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Siegel, Barnett & Schutlz, LLP's sponsor-wide assets declined 21.9%, from $4M to $3M.
Which 401(k) plans are similar in size to Siegel, Barnett & Schultz, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aronauer & Yudell 401(k) Plan in NY ($4M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Siegel, Barnett & Schultz, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 460241120.

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.