401(k) · DOL Form 5500 · 2023
The Segal Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $532M
- Total assets
- 1,092
- Participants
- 98th
- Percentile by assets
- $487,021
- Avg per participant
Official DOL plan name: The Segal Group Profit Sharing Plan · Sponsored by The Segal Group, Inc. · New York · Professional & Technical Services
$532M in assets, 1,092 participants
The Segal Group, Inc.'s The Segal Group Profit Sharing Plan reported $532M in total assets and 1,092 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #19,979 in Professional & Technical Services (20,321 peers)
Where The Segal Group Profit Sharing Plan sits by assets
The Segal Group Profit Sharing Plan sits in the top 5% of all filed plans by assets, $532M for 1,092 participants (~$487,021/participant), up 14.8% in 2023.
- $532M
- total plan assets (2023 EOY)
- 1,092
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $487,021
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Segal Group Profit Sharing Plan reported net income rose from -$100M in the plan year 2022 filing to $69M in the plan year 2023 filing.
- The Segal Group Profit Sharing Plan end-of-year assets rose from $463M in the plan year 2022 filing to $532M in the plan year 2023 filing.
- The Segal Group Profit Sharing Plan reported participants rose from 1,022 in the plan year 2022 filing to 1,092 in the plan year 2023 filing.
The Segal Group Profit Sharing Plan vs the 2023 asset distribution
By assets, The Segal Group Profit Sharing Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $463M |
|---|---|
| Net Assets (End of Year) | $532M |
| Net Income | $69M |
| Employer EIN | 060839113 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Segal Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,963 | $869M |
| 2023 | 2 | 2,107 | $977M |
| 2024 | 2 | 2,172 | $1.1B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Segal Group Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Segal Group Profit Sharing Plan by total assets, not by location.
- Bombardier 401(k) Savings Plan (KS) $532M · 2,146
- Diebold, Incorporated 401(k) Savings Plan (OH) $532M · 3,344
- Southwest Gas Corporation Employees' Investment Plan (NV) $532M · 2,366
- Informatica LLC 401(k) Retirement Plan (CA) $532M · 1,970
Frequently Asked Questions
How did The Segal Group Profit Sharing Plan assets move in 2023? ▼
How have The Segal Group, Inc. plan assets changed over time? ▼
Where does The Segal Group Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for The Segal Group Profit Sharing Plan
Scale reading
Ways to act on The Segal Group Profit Sharing Plan's numbers.
- By total assets, The Segal Group Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- The Segal Group, Inc.'s sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans