401(k) · DOL Form 5500 · 2023

S.I.R. Management, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
678
Participants Below avg headcount
52nd
Percentile by assets National rank
$10,807
Avg per participant Low balance/head
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Official DOL plan name: S.I.R. Management, Inc. Retirement Plan and Trust · Sponsored by S.I.R. Management, Inc. · Illinois · Healthcare & Social Assistance

$7M in assets, 678 participants

S.I.R. Management, Inc.'s S.I.R. Management, Inc. Retirement Plan and Trust reported $7M in total assets and 678 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,124 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

S.I.R. Management, Inc. Retirement Plan and Trust grew sharply 19.9% in 2023 ($6M → $7M) for 678 participants.

#10,124
in Healthcare & Social Assistance (17,684 peers)
+19.9%
assets growth YoY

S.I.R. Management, Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

S.I.R. Management, Inc. Retirement Plan and Trust vs every filed plan by assets

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

$7,327,321 Top 48% higher than 52% 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

S.I.R. Management, Inc. Retirement Plan and Trust 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. S.I.R. Management, Inc. Retirement Plan and Trust sits mid-pack in the medium band (678 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S.I.R. Management, Inc. Retirement Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • S.I.R. Management, Inc. Retirement Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • S.I.R. Management, Inc. Retirement Plan and Trust reported participants rose from 570 in the plan year 2022 filing to 678 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 363787439 · S.I.R. Management, Inc. PY 2023 · 401(k)

S.I.R. Management, Inc. Retirement Plan and Trust · $7M · 678 · 52nd

  • IND $7M
  • EOY 678
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near Dawn Homes Management LLC 401(k) Profit Sharing Plan and Trust
  • EIN ind #10124

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

S.I.R. Management, Inc. Retirement Plan and Trust in the asset neighbourhood

S.I.R. Management, Inc. Retirement Plan and TrustS.I.R. Management, Inc. Reti…$7MDawn Homes Management LLC 401(k) Profit Sharing Plan and TrustDawn Homes Management LLC 40…$7MCarechoices Hospice and Pallia 401(k) Profit Sharing Plan & TrustCarechoices Hospice and Pall…$7MMarshall & Bruce 401(k) Plan$7MMartins, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among S.I.R. Management, Inc. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

S.I.R. Management, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All S.I.R. Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 9.426231721874434% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6.11M $6.69M ▲ +9.5%
Year Plans Participants Total Assets
2022 1 570 $6M
2023 1 678 $7M
2024 1 673 $7M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN363787439
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

S.I.R. Management, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants S.I.R. Management, Inc. Retirement Plan and Trust, Total assets ($B): 0.007327321 · Participants: 678S.I.R. Management, Inc. Retirement Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
S.I.R. Management, Inc. Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare S.I.R. Management, Inc. Retirement Plan and Trust side-by-side with 3 peers →

S.I.R. Management, Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Dawn Homes Management LLC 401(k) Profit Sharing Plan and Trust in NY ($7M); by covered participants it is USA Truck Employees' 401(k) Savings Plan in AR (678 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (678 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 S.I.R. Management, Inc. Retirement Plan and Trust assets move in 2023? ▼
S.I.R. Management, Inc. Retirement Plan and Trust grew sharply - up 19.9% during 2023, from $6M to $7M. Reported net income was $1M.
How have S.I.R. Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.I.R. Management, Inc.'s sponsor-wide assets grew 9.4%, from $6M to $7M.
Which 401(k) plans are similar in size to S.I.R. Management, Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dawn Homes Management LLC 401(k) Profit Sharing Plan and Trust in NY ($7M, 207 participants).
Which 401(k) plans cover a similar participant headcount to S.I.R. Management, Inc. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is USA Truck Employees' 401(k) Savings Plan in AR (678 participants, N/A 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 363787439.

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.