401(k) · DOL Form 5500 · 2023

The Siegfried Group, LLP 401(k) Plan

Data updated 2026-08-25

$207M
Total assets Near avg plan size
1,421
Participants Near avg headcount
95th
Percentile by assets National rank
$145,802
Avg per participant Above avg balance/head
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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.

  • #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.

#19,522
in Professional & Technical Services (20,321 peers)
+34.4%
assets growth YoY
2.1×
vs typical plan assets (national mean)

The Siegfried Group's 401(k) Plan's outsized position 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

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

The Siegfried Group's 401(k) Plan'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. The Siegfried Group's 401(k) Plan lands in the large band (1,421 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Published 5500 schedule card

Filing strip 510378135 · The Siegfried Group, LLP PY 2023 · 401(k)

The Siegfried Group's 401(k) Plan · $207M · 1,421 · 95th

  • TYPE $207M
  • NET 1,421
  • BOOK 95th
  • VS-ST 401(k)
  • BOY near Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan
  • SCH ind #19522

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 Delaware →

The Siegfried Group's 401(k) Plan in the asset neighbourhood

Denbury Inc. 401(k) Profit Sharing PlanDenbury Inc. 401(k) Profit S…$207MTennessee Orthopaedic Alliance 401(k) & Profit Sharing PlanTennessee Orthopaedic Allian…$207MThe Siegfried Group's 401(k) PlanThe Siegfried Group's 401(k)…$207MTompkins Retirement Savings PlanTompkins Retirement Savings …$207MBottomline Technologies 401(k) PlanBottomline Technologies 401(…$207M
End-of-year total assets ($M) among The Siegfried Group's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Delaware filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$207M
Net Income$53M
Employer EIN510378135
Plan Effective Date1992-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Siegfried Group, LLP)

Sponsor-wide plan assets over time

All The Siegfried Group, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$252M 63.67838281602606% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $154M $252M ▲ +63.7%
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 Scatter plot of 6 data points. 050001000015000 -202468 Total assets ($B) Participants The Siegfried Group's 401(k) Plan, Total assets ($B): 0.207184799 · Participants: 1421The Siegfried Group's 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
The Siegfried Group's 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare The Siegfried Group's 401(k) Plan side-by-side with 3 peers →

The Siegfried Group's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan in TN ($207M); by covered participants it is Confederated Tribes of Grand Ronde Retirement Plan in OR (1,422 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($207M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,421 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 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).
Which 401(k) plans cover a similar participant headcount to The Siegfried Group's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Confederated Tribes of Grand Ronde Retirement Plan in OR (1,422 participants, $129M 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 510378135.

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.