401(k) · DOL Form 5500 · 2024

The R.a. Siegel Company 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
27th
Percentile by assets National rank
$86,295
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The R.a. Siegel Company Profit Sharing Plan · Sponsored by The R.a. Siegel Company · Georgia · Wholesale Trade

$2M in assets, 19 participants

The R.a. Siegel Company's The R.a. Siegel Company Profit Sharing Plan reported $2M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,004 in Wholesale Trade (6,080 peers)

The R.a. Siegel Company multi-year trail

The R.a. Siegel Company's plans moved +18.7% in assets from 2022 to 2024; this filing shows The R.a. Siegel Company Profit Sharing Plan at $2M / 19 participants.

#1,004
in Wholesale Trade (6,080 peers)
-1.8%
assets change YoY

The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The R.a. Siegel Company Profit Sharing Plan among the smaller filed plans by assets

The R.a. Siegel Company Profit Sharing Plan vs every filed plan by assets

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

$1,639,614 27th percentile higher than 27% 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

The R.a. Siegel Company Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The R.a. Siegel Company Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The R.a. Siegel Company Profit Sharing Plan reported net income fell from $288K in the plan year 2023 filing to -$31K in the plan year 2024 filing.
  • The R.a. Siegel Company Profit Sharing Plan reported participants fell from 21 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • The R.a. Siegel Company Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 580555440 · The R.a. Siegel Company PY 2024 · 401(k)

The R.a. Siegel Company Profit Sharing Plan · $2M · 19 · 27th

  • ASSETS $2M
  • ASSETS 19
  • ASSETS 27th
  • ASSETS 401(k)
  • ASSETS near Mona Hardas, Md, PC 401(k) Profit Sharing Plan
  • ASSETS ind #1004

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 Wholesale Trade retirement plans → · Plans in Georgia →

The R.a. Siegel Company Profit Sharing Plan in the asset neighbourhood

The R.a. Siegel Company Profit Sharing PlanThe R.a. Siegel Company Prof…$2MMona Hardas, Md, PC 401(k) Profit Sharing PlanMona Hardas, Md, PC 401(k) P…$2MUniversal Enterprises, Inc. 401(k) Plan & TrustUniversal Enterprises, Inc. …$2MTitan Aquatic, Inc. 401(k) PlanTitan Aquatic, Inc. 401(k) P…$2MTim J. Berman, Cpa Profit Sharing PlanTim J. Berman, Cpa Profit Sh…$2M
End-of-year total assets ($M) among The R.a. Siegel Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The R.a. Siegel Company multi-year asset trail

Sponsor-wide plan assets over time

All The R.a. Siegel Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.656721278494267% vs 2022
2024 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 202220232024 $1.38M $1.64M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 18 $1M
2023 1 21 $2M
2024 1 19 $2M

The R.a. Siegel Company filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$31K
Employer EIN580555440
Plan Effective Date1979-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

The R.a. Siegel Company Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants The R.a. Siegel Company Profit Sharing Plan, Total assets ($B): 0.001639614 · Participants: 19The R.a. Siegel Company Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
The R.a. Siegel Company Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare The R.a. Siegel Company Profit Sharing Plan side-by-side with 3 peers →

The R.a. Siegel Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Mona Hardas, Md, PC 401(k) Profit Sharing Plan in MI ($2M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); 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 The R.a. Siegel Company Profit Sharing Plan assets move in 2024? ▼
The R.a. Siegel Company Profit Sharing Plan edged down modestly - down 1.8% during 2024, from $2M to $2M. Reported net income was -$31K.
How have The R.a. Siegel Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The R.a. Siegel Company's sponsor-wide assets grew 18.7%, from $1M to $2M.
Which 401(k) plans are similar in size to The R.a. Siegel Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mona Hardas, Md, PC 401(k) Profit Sharing Plan in MI ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to The R.a. Siegel Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 580555440.

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.