401(k) · DOL Form 5500 · 2023

Si Group, Inc. 401(k) Plan

Data updated 2026-08-25

$180M
Total assets Near avg plan size
909
Participants Near avg headcount
94th
Percentile by assets National rank
$197,551
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Si Group, Inc. Retirement and Savings Plan · Sponsored by Si Group, Inc. · Texas · Manufacturing

$180M in assets, 909 participants

Si Group, Inc.'s Si Group, Inc. Retirement and Savings Plan reported $180M in total assets and 909 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #17,082 in Manufacturing (18,722 peers)

Where Si Group, Inc. Retirement and Savings Plan sits by assets

Si Group, Inc. Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $180M for 909 participants (~$197,551/participant), up 17.8% in 2023.

#17,082
in Manufacturing (18,722 peers)
+17.8%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Si Group, Inc. Retirement and Savings Plan's outsized position by total assets

Si Group, Inc. Retirement and Savings Plan vs every filed plan by assets

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

$179,573,759 Top 6% higher than 94% 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

Si Group, Inc. Retirement and Savings 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. Si Group, Inc. Retirement and Savings Plan sits mid-pack in the medium band (909 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Si Group, Inc. Retirement and Savings Plan reported net income rose from -$23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Si Group, Inc. Retirement and Savings Plan end-of-year assets rose from $152M in the plan year 2022 filing to $180M in the plan year 2023 filing.
  • Si Group, Inc. Retirement and Savings Plan reported participants rose from 891 in the plan year 2022 filing to 909 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 141041790 · Si Group, Inc. PY 2023 · 401(k)

Si Group, Inc. Retirement and Savings Plan · $180M · 909 · 94th

  • PCT $180M
  • PCT 909
  • PCT 94th
  • PCT 401(k)
  • PCT near Coverys 401(k) Retirement Plan
  • PCT ind #17082

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 Manufacturing retirement plans → · Plans in Texas →

Si Group, Inc. Retirement and Savings Plan in the asset neighbourhood

Coupa Software, Inc. Retirement TrustCoupa Software, Inc. Retirem…$180MSavings Plan for Transcontinental US, LLC and Certain of Its AffiliatesSavings Plan for Transcontin…$180MSi Group, Inc. Retirement and Savings PlanSi Group, Inc. Retirement an…$180MCoverys 401(k) Retirement PlanCoverys 401(k) Retirement Pl…$179MRogers Group, Inc.& Affiliates Retirement Savings PlanRogers Group, Inc.& Affiliat…$179M
End-of-year total assets ($M) among Si Group, Inc. Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$152M
Net Assets (End of Year)$180M
Net Income$27M
Employer EIN141041790
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Si Group, Inc.)

Sponsor-wide plan assets over time

All Si Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$511M 11.786909613364891% vs 2022
2024 filing year
$440M$460M$480M$500M$520M 202220232024 $457M $511M ▲ +11.8%
Year Plans Participants Total Assets
2022 3 1,168 $457M
2023 3 1,159 $510M
2024 3 1,089 $511M

Nearby 401(k) Plans in Texas

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

Si Group, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Si Group, Inc. Retirement and Savings Plan, Total assets ($B): 0.179573759 · Participants: 909Si Group, Inc. Retirement and Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Si Group, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Si Group, Inc. Retirement and Savings Plan side-by-side with 3 peers →

Si Group, Inc. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Coverys 401(k) Retirement Plan in MA ($179M); by covered participants it is Year Up, Inc. 401(k) Plan in MA (909 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (909 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 Si Group, Inc. Retirement and Savings Plan assets move in 2023? ▼
Si Group, Inc. Retirement and Savings Plan grew sharply - up 17.8% during 2023, from $152M to $180M. Reported net income was $27M.
How have Si Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Si Group, Inc.'s sponsor-wide assets grew 11.8%, from $457M to $511M.
Where does Si Group, Inc. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Si Group, Inc. Retirement and Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Si Group, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coverys 401(k) Retirement Plan in MA ($179M, 559 participants).
Which 401(k) plans cover a similar participant headcount to Si Group, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Year Up, Inc. 401(k) Plan in MA (909 participants, $68M 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 141041790.

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.