401(k) · DOL Form 5500 · 2023

Pentegra Services, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
135
Participants Small participant base
65th
Percentile by assets National rank
$97,806
Avg per participant Below avg balance/head
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Official DOL plan name: Seligman Group Retirement Plan · Sponsored by Pentegra Services, Inc. · New York · Real Estate

$13M in assets, 135 participants

Pentegra Services, Inc.'s Seligman Group Retirement Plan reported $13M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,816 in Real Estate (4,727 peers)

Coverage in New York

Seligman Group Retirement Plan covers 135 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $13M.

#3,816
in Real Estate (4,727 peers)
+27.2%
assets growth YoY

Seligman Group Retirement Plan's mid-pack asset rank among Real Estate and all filers

Seligman Group Retirement Plan vs every filed plan by assets

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

$13,203,810 Top 35% higher than 65% 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

Seligman Group 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. Seligman Group Retirement Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Seligman Group Retirement Plan reported net income rose from $121K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Seligman Group Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Seligman Group Retirement Plan reported participants fell from 137 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133745616 · Pentegra Services, Inc. PY 2023 · 401(k)

Seligman Group Retirement Plan · $13M · 135 · 65th

  • EBSA $13M
  • EBSA 135
  • EBSA 65th
  • EBSA 401(k)
  • EBSA near Lance, Soll & Lunghard, LLP 401(k) Profit Sharing Plan
  • EBSA ind #3816

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 Real Estate retirement plans → · Plans in New York →

Seligman Group Retirement Plan in the asset neighbourhood

Seligman Group Retirement PlanSeligman Group Retirement Pl…$13MLance, Soll & Lunghard, LLP 401(k) Profit Sharing PlanLance, Soll & Lunghard, LLP …$13MIntelepeer Cloud Communications, LLC 401(k) PlanIntelepeer Cloud Communicati…$13MTri-Cities Community Health 403b PlanTri-Cities Community Health …$13MSalvagnini America 401(k) PlanSalvagnini America 401(k) Pl…$13M
End-of-year total assets ($M) among Seligman Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN133745616
Plan Effective Date2022-07-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Pentegra Services, Inc.)

Sponsor-wide plan assets over time

All Pentegra Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$378M 1935.1582619279213% vs 2022
2024 filing year
$0M$200M$400M$600M 202220232024 $18.6M $378M ▲ +1934.6%
Year Plans Participants Total Assets
2022 5 203 $19M
2023 8 1,283 $123M
2024 11 4,740 $378M

Nearby 401(k) Plans in New York

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

Seligman Group Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Seligman Group Retirement Plan, Total assets ($B): 0.01320381 · Participants: 135Seligman Group Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Seligman Group Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Seligman Group Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Lance, Soll & Lunghard, LLP 401(k) Profit Sharing Plan in CA ($13M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Seligman Group Retirement Plan assets move in 2023? ▼
Seligman Group Retirement Plan grew sharply - up 27.2% during 2023, from $10M to $13M. Reported net income was $3M.
How have Pentegra Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pentegra Services, Inc.'s sponsor-wide assets grew 1935.2%, from $19M to $378M.
Which 401(k) plans are similar in size to Seligman Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lance, Soll & Lunghard, LLP 401(k) Profit Sharing Plan in CA ($13M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Seligman Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 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 133745616.

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.