Profit Sharing · DOL Form 5500 · 2024

Robert F Siegert Md Ltd Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1
Participants Small participant base
34th
Percentile by assets National rank
$2.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert F Siegert Md Ltd Profit Sharing Plan · Sponsored by Robert F Siegert Md Ltd · Wisconsin · Healthcare & Social Assistance

$3M in assets, 1 participants

Robert F Siegert Md Ltd's Robert F Siegert Md Ltd Profit Sharing Plan reported $3M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,695 in Healthcare & Social Assistance (16,916 peers)

Robert F Siegert Md Ltd multi-year trail

Robert F Siegert Md Ltd's plans moved +11.7% in assets from 2022 to 2024; this filing shows Robert F Siegert Md Ltd Profit Sharing Plan at $3M / 1 participant.

#5,695
in Healthcare & Social Assistance (16,916 peers)
+4.5%
assets growth YoY

Robert F Siegert Md Ltd Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert F Siegert Md Ltd Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,888,526 34th percentile higher than 34% of 123,620 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 2024

Robert F Siegert Md Ltd Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert F Siegert Md Ltd Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert F Siegert Md Ltd Profit Sharing Plan reported net income fell from $177K in the plan year 2023 filing to $126K in the plan year 2024 filing.
  • Robert F Siegert Md Ltd Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391373484 · Robert F Siegert Md Ltd PY 2024 · Profit Sharing

Robert F Siegert Md Ltd Profit Sharing Plan · $3M · 1 · 34th

  • PHOTO $3M
  • PHOTO 1
  • PHOTO 34th
  • PHOTO Profit Sharing
  • PHOTO near Minnesota Council of Nonprofits, Inc. 403(b) Plan
  • PHOTO ind #5695

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 Wisconsin →

Robert F Siegert Md Ltd Profit Sharing Plan in the asset neighbourhood

Robert F Siegert Md Ltd Profit Sharing PlanRobert F Siegert Md Ltd Prof…$3MMinnesota Council of Nonprofits, Inc. 403(b) PlanMinnesota Council of Nonprof…$3MMark E. Anderson, M.D., a Professional Corporation Profit Sharing PlanMark E. Anderson, M.D., a Pr…$3MBarnhart-Davis Company Profit Sharing PlanBarnhart-Davis Company Profi…$3MCitizens State Financial Corp PspCitizens State Financial Cor…$3M
End-of-year total assets ($M) among Robert F Siegert Md Ltd Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Robert F Siegert Md Ltd multi-year asset trail

Sponsor-wide plan assets over time

All Robert F Siegert Md Ltd plans reported in each filing year

Latest sponsor-wide plan assets
$3M 11.718437263226535% vs 2022
2024 filing year
$2.5M$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.59M $2.89M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 1 $3M
2023 1 1 $3M
2024 1 1 $3M

Robert F Siegert Md Ltd filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$126K
Employer EIN391373484
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Robert F Siegert Md Ltd Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Robert F Siegert Md Ltd Profit Sharing Plan, Total assets ($B): 0.002888526 · Participants: 1Robert F Siegert Md Ltd Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment Plan
Robert F Siegert Md Ltd Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Robert F Siegert Md Ltd Profit Sharing Plan side-by-side with 3 peers →

Robert F Siegert Md Ltd Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Minnesota Council of Nonprofits, Inc. 403(b) Plan in MN ($3M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robert F Siegert Md Ltd Profit Sharing Plan assets move in 2024? ▼
Robert F Siegert Md Ltd Profit Sharing Plan edged up modestly - up 4.5% during 2024, from $3M to $3M. Reported net income was $126K.
How have Robert F Siegert Md Ltd plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert F Siegert Md Ltd's sponsor-wide assets grew 11.7%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Robert F Siegert Md Ltd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Minnesota Council of Nonprofits, Inc. 403(b) Plan in MN ($3M, 23 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert F Siegert Md Ltd Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391373484.

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.