401(k) · DOL Form 5500 · 2023

The Siegfried Group, LLP 401(k) Plan

Data updated 2026-08-11

$207M
Total assets: 1,421
Participants: 95th
Percentile by assets: $145,802
Avg per participant

Official DOL plan name: The Siegfried Group's 401(k) Plan · Sponsored by The Siegfried Group, LLP · Delaware · Professional & Technical Services

$207M in assets, 1,421 participants

The Siegfried Group, LLP's The Siegfried Group's 401(k) Plan reported $207M in total assets and 1,421 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 127,072 plans)
#19,522 in Professional & Technical Services (20,321 peers)

Coverage in Delaware

The Siegfried Group's 401(k) Plan covers 1,421 participants in Delaware, 2.7x the typical Delaware plan (state average ~536 per filing). Assets: $207M.

$207M
total plan assets (2023 EOY): 1,421
covered participants: 95th
percentile by assets (of 127,072 plans): $145,802
avg assets per participant

Where The Siegfried Group's 401(k) Plan sits by total assets

The Siegfried Group's 401(k) Plan vs every filed plan by assets

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

$207,184,799 Top 5% higher than 95% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Siegfried Group's 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $53M in the plan year 2023 filing.
The Siegfried Group's 401(k) Plan end-of-year assets rose from $154M in the plan year 2022 filing to $207M in the plan year 2023 filing.
The Siegfried Group's 401(k) Plan reported participants rose from 1,191 in the plan year 2022 filing to 1,421 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Delaware

Industry

Professional & Technical Services

Participants vs Delaware filers

In Delaware, the average filing covers about 536 participants across 397 plans. The Siegfried Group's 401(k) Plan reports 1,421 participants - 2.7x that state average ($207M EOY assets).

Delaware filing particulars

Total Assets (Beginning of Year)	$154M
Net Assets (End of Year)	$207M
Net Income	$53M
Employer EIN	510378135
Plan Effective Date	1992-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Siegfried Group, LLP)

Total plan assets by year, all The Siegfried Group, LLP plans on file

Year	Plans	Participants	Total Assets
2022	1	1,191	$154M
2023	1	1,421	$207M
2024	1	1,322	$252M

Nearby 401(k) Plans in Delaware

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

The Siegfried Group's 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants

Astrazeneca Savings and Security Plan $7.6B · 13,734
Retirement Savings Plan $6.8B · 9,968
Dupont Retirement Savings Plan $3.2B · 9,918
Wl Gore & Associates, Inc. 401(k) Plan $1.8B · 8,557
Ashland Employee Savings Plan $1.3B · 1,647

Compare The Siegfried Group's 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Siegfried Group's 401(k) Plan by total assets, not by location.

Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan (TN) $207M · 1,184
Tompkins Retirement Savings Plan (NY) $207M · 1,038
Bottomline Technologies 401(k) Plan (NH) $207M · 1,226
Denbury Inc. 401(k) Profit Sharing Plan (TX) $207M · 767

Frequently Asked Questions

How did The Siegfried Group's 401(k) Plan assets move in 2023? ▼

The Siegfried Group's 401(k) Plan surged - up 34.4% during 2023, from $154M to $207M. Reported net income was $53M.

How have The Siegfried Group, LLP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Siegfried Group, LLP's sponsor-wide assets grew 63.7%, from $154M to $252M.

Where does The Siegfried Group's 401(k) Plan rank by assets among Form 5500 filers? ▼

The Siegfried Group's 401(k) Plan ranks in the 95th 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 401(k) plans are similar in size to The Siegfried Group's 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan in TN ($207M, 1,184 participants).

Next read for The Siegfried Group's 401(k) Plan

Filing takeaways

Ways to act on The Siegfried Group's 401(k) Plan's numbers.

By total assets, The Siegfried Group's 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Delaware. Compare plans
The Siegfried Group, LLP's sponsor-wide assets have grown 63.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 510378135.