401(k) · DOL Form 5500 · 2023

Sigma Defense Systems, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
375
Participants Below avg headcount
82nd
Percentile by assets National rank
$97,859
Avg per participant Below avg balance/head
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Official DOL plan name: Sigma Defense 401(k) Plan · Sponsored by Sigma Defense Systems, LLC · California · Professional & Technical Services

$37M in assets, 375 participants

Sigma Defense Systems, LLC's Sigma Defense 401(k) Plan reported $37M in total assets and 375 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.

  • #16,805 in Professional & Technical Services (20,321 peers)

Where Sigma Defense 401(k) Plan sits by assets

Sigma Defense 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 375 participants (~$97,859/participant), up 111.2% in 2023.

#16,805
in Professional & Technical Services (20,321 peers)
+111.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sigma Defense 401(k) Plan's outsized position by total assets

Sigma Defense 401(k) Plan vs every filed plan by assets

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

$36,697,067 Top 18% higher than 82% 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

Sigma Defense 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. Sigma Defense 401(k) Plan sits mid-pack in the medium band (375 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sigma Defense 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Sigma Defense 401(k) Plan reported participants rose from 169 in the plan year 2022 filing to 375 in the plan year 2023 filing.
  • Sigma Defense 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205844944 · Sigma Defense Systems, LLC PY 2023 · 401(k)

Sigma Defense 401(k) Plan · $37M · 375 · 82nd

  • PHOTO $37M
  • IND 375
  • EOY 82nd
  • 5500 401(k)
  • ASSETS near Farmers State Bank Employees' 401(k) Profit Sharing Plan & Trust
  • PCT ind #16805

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 California →

Sigma Defense 401(k) Plan in the asset neighbourhood

Bernatello's Pizza, Inc. 401(k) Profit Sharing Plan & TrustBernatello's Pizza, Inc. 401…$37MSigma Defense 401(k) Plan$37MFarmers State Bank Employees' 401(k) Profit Sharing Plan & TrustFarmers State Bank Employees…$37MResidential Management Group, LLC 401(k) Retirement Savings PlanResidential Management Group…$37MVanguard Truck Holdings, LLC 401(k) PlanVanguard Truck Holdings, LLC…$37M
End-of-year total assets ($M) among Sigma Defense 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$37M
Net Income$8M
Employer EIN205844944
Plan Effective Date2003-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sigma Defense Systems, LLC)

Sponsor-wide plan assets over time

All Sigma Defense Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$54M 93.5957187113589% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $27.8M $53.9M ▲ +93.6%
Year Plans Participants Total Assets
2022 2 297 $28M
2023 2 553 $37M
2024 1 504 $54M

Nearby 401(k) Plans in California

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

Sigma Defense 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sigma Defense 401(k) Plan, Total assets ($B): 0.036697067 · Participants: 375Sigma Defense 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sigma Defense 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sigma Defense 401(k) Plan side-by-side with 3 peers →

Sigma Defense 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Farmers State Bank Employees' 401(k) Profit Sharing Plan & Trust in IA ($37M); by covered participants it is Schneider Mills Employees' Trust in NC (375 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (375 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 Sigma Defense 401(k) Plan assets move in 2023? ▼
Sigma Defense 401(k) Plan surged - up 111.2% during 2023, from $17M to $37M. Reported net income was $8M.
How have Sigma Defense Systems, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sigma Defense Systems, LLC's sponsor-wide assets grew 93.6%, from $28M to $54M.
Where does Sigma Defense 401(k) Plan rank by assets among Form 5500 filers? ▼
Sigma Defense 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sigma Defense 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farmers State Bank Employees' 401(k) Profit Sharing Plan & Trust in IA ($37M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Sigma Defense 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schneider Mills Employees' Trust in NC (375 participants, $15M 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 205844944.

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.