Defined Benefit (Pension) · DOL Form 5500 · 2023

The Segal Group, Inc. Pension Plan

Data updated 2026-08-25

$445M
Total assets Above avg plan size
1,015
Participants Near avg headcount
97th
Percentile by assets National rank
$438,580
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of the Segal Company · Sponsored by The Segal Group, Inc. · New York · Professional & Technical Services

$445M in assets, 1,015 participants

The Segal Group, Inc.'s Pension Plan of the Segal Company reported $445M in total assets and 1,015 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,916 in Professional & Technical Services (20,321 peers)

Where Pension Plan of the Segal Company sits by assets

Pension Plan of the Segal Company sits in the top 5% of all filed plans by assets, $445M for 1,015 participants (~$438,580/participant), up 9.6% in 2023.

#19,916
in Professional & Technical Services (20,321 peers)
+9.6%
assets growth YoY
4.5×
vs typical plan assets (national mean)

Pension Plan of the Segal Company's outsized position by total assets

Pension Plan of the Segal Company vs every filed plan by assets

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

$445,158,263 Top 3% higher than 97% 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

Pension Plan of the Segal Company's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of the Segal Company lands in the large band (1,015 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of the Segal Company reported net income rose from -$91M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Pension Plan of the Segal Company end-of-year assets rose from $406M in the plan year 2022 filing to $445M in the plan year 2023 filing.
  • Pension Plan of the Segal Company reported participants rose from 941 in the plan year 2022 filing to 1,015 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 060839113 · The Segal Group, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan of the Segal Company · $445M · 1,015 · 97th

  • SCH $445M
  • SCH 1,015
  • SCH 97th
  • SCH Defined Benefit (Pension)
  • SCH near Minneapolis Food Distributing Industry Pension Plan
  • SCH ind #19916

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 New York →

Pension Plan of the Segal Company in the asset neighbourhood

Pamcah-Ua Local 675 Pension PlanPamcah-Ua Local 675 Pension …$446MMinneapolis Food Distributing Industry Pension PlanMinneapolis Food Distributin…$446MPension Plan of the Segal CompanyPension Plan of the Segal Co…$445MPainters District Council No. 30 Pension FundPainters District Council No…$444MMinnesota & North Dakota Bricklayers and Allied Craftworkers Pension FundMinnesota & North Dakota Bri…$444M
End-of-year total assets ($M) among Pension Plan of the Segal Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$406M
Net Assets (End of Year)$434M
Net Income$28M
Employer EIN060839113
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Segal Group, Inc.)

Sponsor-wide plan assets over time

All The Segal Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 22.238783239927308% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.87B $1.06B ▲ +21.8%
Year Plans Participants Total Assets
2022 2 1,963 $869M
2023 2 2,107 $977M
2024 2 2,172 $1.1B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan of the Segal Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan of the Segal Company, Total assets ($B): 0.445158263 · Participants: 1015Pension Plan of the Segal CompanyIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Pension Plan of the Segal Company vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Plan of the Segal Company side-by-side with 3 peers →

Pension Plan of the Segal Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Minneapolis Food Distributing Industry Pension Plan in MN ($446M); by covered participants it is Rsm US LLP Market Based Cash Balance Plan in IA (1,018 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,015 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 Pension Plan of the Segal Company assets move in 2023? ▼
Pension Plan of the Segal Company grew at a solid clip - up 9.6% during 2023, from $406M to $445M. Reported net income was $28M.
How have The Segal Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Segal Group, Inc.'s sponsor-wide assets grew 22.2%, from $869M to $1.1B.
Where does Pension Plan of the Segal Company rank by assets among Form 5500 filers? ▼
Pension Plan of the Segal Company ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of the Segal Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Minneapolis Food Distributing Industry Pension Plan in MN ($446M, 1,295 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of the Segal Company? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rsm US LLP Market Based Cash Balance Plan in IA (1,018 participants, $90M 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 060839113.

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.