401(k) · DOL Form 5500 · 2023

Julius Silvert, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
149
Participants Small participant base
40th
Percentile by assets National rank
$25,809
Avg per participant Low balance/head
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Official DOL plan name: Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Julius Silvert, Inc. · Pennsylvania · Professional & Technical Services

$4M in assets, 149 participants

Julius Silvert, Inc.'s Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,497 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust covers 149 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#7,497
in Professional & Technical Services (20,321 peers)
+28.6%
assets growth YoY

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,845,507 40th percentile higher than 40% 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

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust 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. Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$670K in the plan year 2022 filing to $855K in the plan year 2023 filing.
  • Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 118 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231626373 · Julius Silvert, Inc. PY 2023 · 401(k)

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 149 · 40th

  • TYPE $4M
  • NET 149
  • BOOK 40th
  • VS-ST 401(k)
  • BOY near The Macurn Consulting Group 401(k) Plan
  • SCH ind #7497

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 Pennsylvania →

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Julius Silvert, Inc. 401(k) Profit Sharing Plan and TrustJulius Silvert, Inc. 401(k) …$4MThe Macurn Consulting Group 401(k) PlanThe Macurn Consulting Group …$4MConsultants in Neurology, Ltd. Profit Sharing Plan and TrustConsultants in Neurology, Lt…$4MMears Fertilizer, Inc. Profit Sharing PlanMears Fertilizer, Inc. Profi…$4MCarolina Conceptions Retirement PlanCarolina Conceptions Retirem…$4M
End-of-year total assets ($M) among Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$855K
Employer EIN231626373
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Julius Silvert, Inc.)

Sponsor-wide plan assets over time

All Julius Silvert, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.41515259343288% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.99M $4.29M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 118 $3M
2023 1 149 $4M
2024 1 167 $4M

Nearby 401(k) Plans in Pennsylvania

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

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003845507 · Participants: 149Julius Silvert, Inc. 401(k) Profit Sharing Plan and TrustComcast 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
Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Macurn Consulting Group 401(k) Plan in MA ($4M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 28.6% during 2023, from $3M to $4M. Reported net income was $855K.
How have Julius Silvert, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Julius Silvert, Inc.'s sponsor-wide assets grew 43.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Macurn Consulting Group 401(k) Plan in MA ($4M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 231626373.

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.