401(k) · DOL Form 5500 · 2023

Serge Global, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
179
Participants Small participant base
62nd
Percentile by assets National rank
$65,222
Avg per participant Low balance/head
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Official DOL plan name: Serge Global, Inc. Discretionary Contribution Retirement Plan · Sponsored by Serge Global, Inc. · Pennsylvania · Other Services

$12M in assets, 179 participants

Serge Global, Inc.'s Serge Global, Inc. Discretionary Contribution Retirement Plan reported $12M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,165 in Other Services (7,857 peers)

Coverage in Pennsylvania

Serge Global, Inc. Discretionary Contribution Retirement Plan covers 179 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#6,165
in Other Services (7,857 peers)
+22.8%
assets growth YoY

Serge Global, Inc. Discretionary Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers

Serge Global, Inc. Discretionary Contribution Retirement Plan vs every filed plan by assets

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

$11,674,804 Top 38% higher than 62% 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

Serge Global, Inc. Discretionary Contribution 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. Serge Global, Inc. Discretionary Contribution Retirement Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Serge Global, Inc. Discretionary Contribution Retirement Plan reported net income rose from -$868K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Serge Global, Inc. Discretionary Contribution Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Serge Global, Inc. Discretionary Contribution Retirement Plan reported participants rose from 177 in the plan year 2022 filing to 179 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232223692 · Serge Global, Inc. PY 2023 · 401(k)

Serge Global, Inc. Discretionary Contribution Retirement Plan · $12M · 179 · 62nd

  • PART $12M
  • PART 179
  • PART 62nd
  • PART 401(k)
  • PART near Uphealth, Inc. 401(k) Plan
  • PART ind #6165

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 Other Services retirement plans → · Plans in Pennsylvania →

Serge Global, Inc. Discretionary Contribution Retirement Plan in the asset neighbourhood

Smith, Buss & Jacobs, LLP Retirement TrustSmith, Buss & Jacobs, LLP Re…$12MSEIU Healthcare 1199nw 401(k) PlanSEIU Healthcare 1199nw 401(k…$12MTomlinson Enterprises, Inc. Savings Investment PlanTomlinson Enterprises, Inc. …$12MSerge Global, Inc. Discretionary Contribution Retirement PlanSerge Global, Inc. Discretio…$12MUphealth, Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Serge Global, Inc. Discretionary Contribution Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN232223692
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Serge Global, Inc.)

Sponsor-wide plan assets over time

All Serge Global, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 50.57026263471801% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.51M $14.3M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 177 $10M
2023 1 179 $12M
2024 1 202 $14M

Nearby 401(k) Plans in Pennsylvania

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

Serge Global, Inc. Discretionary Contribution Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Serge Global, Inc. Discretionary Contribution Retirement Plan, Total assets ($B): 0.011674804 · Participants: 179Serge Global, Inc. Discretionary Contribution Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Serge Global, Inc. Discretionary Contribution Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Serge Global, Inc. Discretionary Contribution Retirement Plan side-by-side with 3 peers →

Serge Global, Inc. Discretionary Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Uphealth, Inc. 401(k) Plan in FL ($12M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (179 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 Serge Global, Inc. Discretionary Contribution Retirement Plan assets move in 2023? ▼
Serge Global, Inc. Discretionary Contribution Retirement Plan grew sharply - up 22.8% during 2023, from $10M to $12M. Reported net income was $2M.
How have Serge Global, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serge Global, Inc.'s sponsor-wide assets grew 50.6%, from $10M to $14M.
Which 401(k) plans are similar in size to Serge Global, Inc. Discretionary Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uphealth, Inc. 401(k) Plan in FL ($12M, 642 participants).
Which 401(k) plans cover a similar participant headcount to Serge Global, Inc. Discretionary Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants, $4M 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 232223692.

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.