401(k) · DOL Form 5500 · 2024

Sirote & Permutt, P.C. 401(k) Plan

Data updated 2026-08-11

$115M
Total assets
312
Participants
91st
Percentile by assets
$369,774
Avg per participant
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Official DOL plan name: Sirote & Permutt, P.C. Profit Sharing 401(k) Plan · Sponsored by Sirote & Permutt, P.C. · Alabama · Professional & Technical Services

$115M in assets, 312 participants

Sirote & Permutt, P.C.'s Sirote & Permutt, P.C. Profit Sharing 401(k) Plan reported $115M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 123,622 plans)
  • #18,679 in Professional & Technical Services (20,173 peers)

Where Sirote & Permutt, P.C. Profit Sharing 401(k) Plan sits by assets

Sirote & Permutt, P.C. Profit Sharing 401(k) Plan sits in the top 10% of all filed plans by assets, $115M for 312 participants (~$369,774/participant), down 0.5% in 2024.

$115M
total plan assets (2024 EOY)
312
covered participants
91st
percentile by assets (of 123,622 plans)
$369,774
avg assets per participant

The plan reported a net loss of $518K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Sirote & Permutt, P.C. Profit Sharing 401(k) Plan sits by total assets

Sirote & Permutt, P.C. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$115,369,425 Top 9% higher than 91% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sirote & Permutt, P.C. Profit Sharing 401(k) Plan reported net income fell from $15M in the plan year 2023 filing to -$518K in the plan year 2024 filing.
  • Sirote & Permutt, P.C. Profit Sharing 401(k) Plan reported participants rose from 157 in the plan year 2023 filing to 312 in the plan year 2024 filing.
  • Sirote & Permutt, P.C. Profit Sharing 401(k) Plan end-of-year assets rose from $112M in the plan year 2023 filing to $115M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Alabama
Industry
Professional & Technical Services

Sirote & Permutt, P.C. Profit Sharing 401(k) Plan vs the 2024 asset distribution

By assets, Sirote & Permutt, P.C. Profit Sharing 401(k) Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$115M
Net Income-$518K
Employer EIN630649626
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sirote & Permutt, P.C.)

$0M$100M$200M$300M$400M 202220232024 $96.2M $347M ▲ +260.9%
Total plan assets by year, all Sirote & Permutt, P.C. plans on file
Year Plans Participants Total Assets
2022 1 146 $96M
2023 1 157 $112M
2024 3 622 $347M

Nearby 401(k) Plans in Alabama

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

Sirote & Permutt, P.C. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Sirote & Permutt, P.…, Total assets ($B): 0.115369425 · Participants: 312Sirote & Permutt, P.…Regions Financial Co…, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Co…Encompass Health Cor…, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Cor…Hexagon Employee Ret…, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Ret…Vulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. I…, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. I…
Sirote & Permutt, P.C. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Sirote & Permutt, P.C. Profit Sharing 40… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sirote & Permutt, P.C. Profit Sharing 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Sirote & Permutt, P.C. Profit Sharing 401(k) Plan assets move in 2024? ▼
Sirote & Permutt, P.C. Profit Sharing 401(k) Plan held essentially flat - down 0.5% during 2024, from $116M to $115M. Reported net income was -$518K.
How have Sirote & Permutt, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sirote & Permutt, P.C.'s sponsor-wide assets grew 260.9%, from $96M to $347M.
Where does Sirote & Permutt, P.C. Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Sirote & Permutt, P.C. Profit Sharing 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sirote & Permutt, P.C. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Provia 401(k) Plan in OH ($115M, 1,943 participants).

Next read for Sirote & Permutt, P.C. Profit Sharing 40…

Scale reading

Ways to act on Sirote & Permutt, P.C. Profit Sharing 401(k) Plan's numbers.

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 630649626.

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.