401(k) · DOL Form 5500 · 2024
Sirote & Permutt, P.C. 401(k) Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 312
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $369,774
- Avg per participant High balance/head
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.
- #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.
- #18,679
- in Professional & Technical Services (20,173 peers)
- -0.5%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
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.
Sirote & Permutt, P.C. Profit Sharing 401(k) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sirote & Permutt, P.C. Profit Sharing 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sirote & Permutt, P.C. Profit Sharing 401(k) Plan sits mid-pack in the medium band (312 participants).
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.
Plan-year Form 5500 strip
Filing strip 630649626 · Sirote & Permutt, P.C. PY 2024 · 401(k)
Sirote & Permutt, P.C. Profit Sharing 401(k) Plan · $115M · 312 · 91st
- SCH $115M
- EBSA 312
- PART 91st
- TYPE 401(k)
- NET near Provia 401(k) Plan
- BOOK ind #18679
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 Alabama →
Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | -$518K |
| Employer EIN | 630649626 |
| Plan Effective Date | 1981-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sirote & Permutt, P.C.)
Sponsor-wide plan assets over time
All Sirote & Permutt, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $347M 260.9492952634117% vs 2022
- 2024 filing year
| 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.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Sirote & Permutt, P.C. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Provia 401(k) Plan in OH ($115M); by covered participants it is Neuronetics, Inc. 401(k) Retirement Savings Plan in PA (312 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Provia 401(k) Plan (OH) $115M · 1,943
- Half Price Books 401(k) Profit Sharing Plan (TX) $115M · 1,881
- Environmental Chemical Corporation Profit Sharing 401(k) Plan (CA) $115M · 299
- Edmentum Savings and Retirement Plan (MN) $115M · 1,189
Similar participant headcount
Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.
- Neuronetics, Inc. 401(k) Retirement Savings Plan (PA) 312 · 0 off
- Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan (OH) 312 · 0 off
- Socure Inc. 401(k) Plan (NV) 312 · 0 off
- Eps Group 401(k) Plan (AZ) 312 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.