401(k) · DOL Form 5500 · 2023

Sie Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
453
Participants Below avg headcount
76th
Percentile by assets National rank
$52,268
Avg per participant Low balance/head
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Official DOL plan name: Sie Holdings, Inc. 401(k) Retirement Plan · Sponsored by Sie Holdings, Inc. · North Carolina · Wholesale Trade

$24M in assets, 453 participants

Sie Holdings, Inc.'s Sie Holdings, Inc. 401(k) Retirement Plan reported $24M in total assets and 453 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,650 in Wholesale Trade (6,309 peers)

Where Sie Holdings, Inc. 401(k) Retirement Plan sits by assets

Sie Holdings, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 453 participants (~$52,268/participant), up 27.5% in 2023.

#4,650
in Wholesale Trade (6,309 peers)
+27.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sie Holdings, Inc. 401(k) Retirement Plan's outsized position by total assets

Sie Holdings, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$23,677,318 Top 24% higher than 76% 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

Sie Holdings, Inc. 401(k) Retirement 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. Sie Holdings, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sie Holdings, Inc. 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sie Holdings, Inc. 401(k) Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Sie Holdings, Inc. 401(k) Retirement Plan reported participants rose from 417 in the plan year 2022 filing to 453 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 871317918 · Sie Holdings, Inc. PY 2023 · 401(k)

Sie Holdings, Inc. 401(k) Retirement Plan · $24M · 453 · 76th

  • SCH $24M
  • SCH 453
  • SCH 76th
  • SCH 401(k)
  • SCH near Reliance First Capital, LLC Employees Savings Trust
  • SCH ind #4650

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Sie Holdings, Inc. 401(k) Retirement Plan in the asset neighbourhood

Sie Holdings, Inc. 401(k) Retirement PlanSie Holdings, Inc. 401(k) Re…$24MReliance First Capital, LLC Employees Savings TrustReliance First Capital, LLC …$24MMosaic Atm, Inc. 401(k) Plan$24MRed Coats, Inc. Employees' 401(k) PlanRed Coats, Inc. Employees' 4…$24MS-One Holdings Corporation Retirement PlanS-One Holdings Corporation R…$24M
End-of-year total assets ($M) among Sie Holdings, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN871317918
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sie Holdings, Inc.)

Sponsor-wide plan assets over time

All Sie Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 51.58969448682949% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $28.2M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 417 $19M
2023 1 453 $24M
2024 1 520 $28M

Nearby 401(k) Plans in North Carolina

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

Sie Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sie Holdings, Inc. 401(k) Retirement Plan, Total assets ($B): 0.023677318 · Participants: 453Sie Holdings, Inc. 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Sie Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sie Holdings, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Reliance First Capital, LLC Employees Savings Trust in NY ($24M); by covered participants it is American Car Center/American Financial 401(k) Plan in DE (453 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (453 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 Sie Holdings, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Sie Holdings, Inc. 401(k) Retirement Plan grew sharply - up 27.5% during 2023, from $19M to $24M. Reported net income was $5M.
How have Sie Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sie Holdings, Inc.'s sponsor-wide assets grew 51.6%, from $19M to $28M.
Where does Sie Holdings, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Sie Holdings, Inc. 401(k) Retirement Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sie Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reliance First Capital, LLC Employees Savings Trust in NY ($24M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Sie Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Car Center/American Financial 401(k) Plan in DE (453 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 871317918.

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.