401(k) · DOL Form 5500 · 2023
Seneca Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 371
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $97,553
- Avg per participant Below avg balance/head
Official DOL plan name: Seneca Companies 401(k) Plan · Sponsored by Seneca Companies, Inc. · Iowa · Wholesale Trade
$36M in assets, 371 participants
Seneca Companies, Inc.'s Seneca Companies 401(k) Plan reported $36M in total assets and 371 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #5,167 in Wholesale Trade (6,309 peers)
Where Seneca Companies 401(k) Plan sits by assets
Seneca Companies 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 371 participants (~$97,553/participant), up 18.1% in 2023.
- #5,167
- in Wholesale Trade (6,309 peers)
- +18.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Seneca Companies 401(k) Plan's outsized position by total assets
Seneca Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,192,010 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Seneca Companies 401(k) 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. Seneca Companies 401(k) Plan sits mid-pack in the medium band (371 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Seneca Companies 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Seneca Companies 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Seneca Companies 401(k) Plan reported participants rose from 337 in the plan year 2022 filing to 371 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 421405846 · Seneca Companies, Inc. PY 2023 · 401(k)
Seneca Companies 401(k) Plan · $36M · 371 · 82nd
- EOY $36M
- 5500 371
- ASSETS 82nd
- PCT 401(k)
- EIN near Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan
- RANK ind #5167
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 Iowa →
Seneca Companies 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $6M |
| Employer EIN | 421405846 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Seneca Companies, Inc.)
Sponsor-wide plan assets over time
All Seneca Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 20.981700668483185% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 337 | $31M |
| 2023 | 1 | 371 | $36M |
| 2024 | 1 | 406 | $37M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Seneca Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Sierra Pacific Mortgage Company, Inc. 401(k) Profit Sharing Plan in CA ($36M); by covered participants it is Fis 401(k) Plan in OK (371 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (371 participants); asset peers above are excluded.
- Fis 401(k) Plan (OK) 371 · 0 off
- Grant Street Group, Inc. 401(k) Plan (PA) 371 · 0 off
- A.J. Kirkwood & Associates, Inc 401(k) Profit Sharing Plan (CA) 371 · 0 off
- Fidelity Bank 401(k) Retirement Plan (LA) 371 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.