401(k) · DOL Form 5500 · 2023

The Sedona Group, Ltd. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
245
Participants Below avg headcount
68th
Percentile by assets National rank
$62,866
Avg per participant Low balance/head
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Official DOL plan name: The Sedona Group Retirement Plan · Sponsored by The Sedona Group, Ltd. · Illinois · Professional & Technical Services

$15M in assets, 245 participants

The Sedona Group, Ltd.'s The Sedona Group Retirement Plan reported $15M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,627 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

The Sedona Group Retirement Plan covers 245 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $15M.

#13,627
in Professional & Technical Services (20,321 peers)
+25.0%
assets growth YoY

The Sedona Group Retirement Plan's outsized position by total assets

The Sedona Group Retirement Plan vs every filed plan by assets

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

$15,402,117 Top 32% higher than 68% 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

The Sedona Group 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. The Sedona Group Retirement Plan sits mid-pack in the medium band (245 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sedona Group Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Sedona Group Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • The Sedona Group Retirement Plan reported participants fell from 255 in the plan year 2022 filing to 245 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 832397719 · The Sedona Group, Ltd. PY 2023 · 401(k)

The Sedona Group Retirement Plan · $15M · 245 · 68th

  • NET $15M
  • BOOK 245
  • VS-ST 68th
  • BOY 401(k)
  • SCH near Woods Hole Group 401(k) Profit Sharing Plan
  • EBSA ind #13627

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 Illinois →

The Sedona Group Retirement Plan in the asset neighbourhood

The Sedona Group Retirement PlanThe Sedona Group Retirement …$15MWoods Hole Group 401(k) Profit Sharing PlanWoods Hole Group 401(k) Prof…$15MTriad Manufacturing, Inc. 401(k) & Profit Sharing PlanTriad Manufacturing, Inc. 40…$15MCrosslink 401(k) Retirement PlanCrosslink 401(k) Retirement …$15MThe Anver Corporation 401(k) PlanThe Anver Corporation 401(k)…$15M
End-of-year total assets ($M) among The Sedona Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN832397719
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sedona Group, Ltd.)

Sponsor-wide plan assets over time

All The Sedona Group, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 39.76733141858466% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $17.2M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 255 $12M
2023 1 245 $15M
2024 1 229 $17M

Nearby 401(k) Plans in Illinois

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

The Sedona Group Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants The Sedona Group Retirement Plan, Total assets ($B): 0.015402117 · Participants: 245The Sedona Group Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
The Sedona Group Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare The Sedona Group Retirement Plan side-by-side with 3 peers →

The Sedona Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Woods Hole Group 401(k) Profit Sharing Plan in MA ($15M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (245 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 The Sedona Group Retirement Plan assets move in 2023? ▼
The Sedona Group Retirement Plan grew sharply - up 25.0% during 2023, from $12M to $15M. Reported net income was $3M.
How have The Sedona Group, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sedona Group, Ltd.'s sponsor-wide assets grew 39.8%, from $12M to $17M.
Which 401(k) plans are similar in size to The Sedona Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Woods Hole Group 401(k) Profit Sharing Plan in MA ($15M, 85 participants).
Which 401(k) plans cover a similar participant headcount to The Sedona Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 832397719.

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.