401(k) · DOL Form 5500 · 2024
Sigma Investment Counselors, Inc 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 18
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $697,320
- Avg per participant High balance/head
Official DOL plan name: Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan · Sponsored by Sigma Investment Counselors, Inc · Michigan · Professional & Technical Services
$13M in assets, 18 participants
Sigma Investment Counselors, Inc's Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan reported $13M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #11,968 in Professional & Technical Services (20,173 peers)
Sigma Investment Counselors, Inc multi-year trail
Sigma Investment Counselors, Inc's plans moved +41.0% in assets from 2022 to 2024; this filing shows Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan at $13M / 18 participants.
- #11,968
- in Professional & Technical Services (20,173 peers)
- +22.8%
- assets growth YoY
Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,551,761 Top 39% higher than 61% 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
Sigma Investment Counselors, Inc Employees' 401(k) 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. Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan reported participants fell from 19 in the plan year 2023 filing to 18 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 382257820 · Sigma Investment Counselors, Inc PY 2024 · 401(k)
Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan · $13M · 18 · 61st
- IND $13M
- IND 18
- IND 61st
- IND 401(k)
- IND near California Rural Legal Assistance, Inc. 401(k) Retirement Savings Plan
- IND ind #11968
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 Michigan →
Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan in the asset neighbourhood
Sigma Investment Counselors, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Sigma Investment Counselors, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 40.966637148313715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $9M |
| 2023 | 1 | 19 | $10M |
| 2024 | 1 | 18 | $13M |
Sigma Investment Counselors, Inc filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 382257820 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Sigma Investment Counselors, Inc Employees' 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is California Rural Legal Assistance, Inc. 401(k) Retirement Savings Plan in CA ($13M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (18 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.