401(k) · DOL Form 5500 · 2023

R.W. Sidley, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
239
Participants Below avg headcount
68th
Percentile by assets National rank
$63,936
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: R.W. Sidley, Inc. 401(k) Plan and Trust · Sponsored by R.W. Sidley, Inc. · Ohio · Mining & Oil Extraction

$15M in assets, 239 participants

R.W. Sidley, Inc.'s R.W. Sidley, Inc. 401(k) Plan and Trust reported $15M in total assets and 239 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.

  • #390 in Mining & Oil Extraction (811 peers)

Coverage in Ohio

R.W. Sidley, Inc. 401(k) Plan and Trust covers 239 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#390
in Mining & Oil Extraction (811 peers)
+7.5%
assets growth YoY

R.W. Sidley, Inc. 401(k) Plan and Trust's outsized position by total assets

R.W. Sidley, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$15,280,801 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

R.W. Sidley, Inc. 401(k) Plan and Trust 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. R.W. Sidley, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R.W. Sidley, Inc. 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • R.W. Sidley, Inc. 401(k) Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • R.W. Sidley, Inc. 401(k) Plan and Trust reported participants rose from 228 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 340529112 · R.W. Sidley, Inc. PY 2023 · 401(k)

R.W. Sidley, Inc. 401(k) Plan and Trust · $15M · 239 · 68th

  • ASSETS $15M
  • ASSETS 239
  • ASSETS 68th
  • ASSETS 401(k)
  • ASSETS near Proserv 401(k) Plan
  • ASSETS ind #390

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 Mining & Oil Extraction retirement plans → · Plans in Ohio →

R.W. Sidley, Inc. 401(k) Plan and Trust in the asset neighbourhood

R.W. Sidley, Inc. 401(k) Plan and TrustR.W. Sidley, Inc. 401(k) Pla…$15MProserv 401(k) Plan$15MT. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing PlanT. C. Jacoby & Company, Inc.…$15MRedis Labs Inc. 401(k) Plan$15MLintech Global Inc. 401(k) Profit Sharing PlanLintech Global Inc. 401(k) P…$15M
End-of-year total assets ($M) among R.W. Sidley, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN340529112
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.W. Sidley, Inc.)

Sponsor-wide plan assets over time

All R.W. Sidley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 13.52460777637708% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $34.5M $29.8M ▼ -13.5%
Year Plans Participants Total Assets
2022 2 324 $35M
2023 2 323 $35M
2024 2 206 $30M

Nearby 401(k) Plans in Ohio

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

R.W. Sidley, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants R.W. Sidley, Inc. 401(k) Plan and Trust, Total assets ($B): 0.015280801 · Participants: 239R.W. Sidley, Inc. 401(k) Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
R.W. Sidley, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare R.W. Sidley, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

R.W. Sidley, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Proserv 401(k) Plan in TX ($15M); by covered participants it is Bryan Heart Retirement Savings Plan in NE (239 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (239 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 R.W. Sidley, Inc. 401(k) Plan and Trust assets move in 2023? ▼
R.W. Sidley, Inc. 401(k) Plan and Trust grew at a solid clip - up 7.5% during 2023, from $14M to $15M. Reported net income was $1M.
How have R.W. Sidley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.W. Sidley, Inc.'s sponsor-wide assets declined 13.5%, from $35M to $30M.
Which 401(k) plans are similar in size to R.W. Sidley, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Proserv 401(k) Plan in TX ($15M, 163 participants).
Which 401(k) plans cover a similar participant headcount to R.W. Sidley, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Heart Retirement Savings Plan in NE (239 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 340529112.

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.