401(k) · DOL Form 5500 · 2024

Julius Silvert, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
167
Participants Small participant base
39th
Percentile by assets National rank
$25,679
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Julius Silvert, Inc. · Pennsylvania · Professional & Technical Services

$4M in assets, 167 participants

Julius Silvert, Inc.'s Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 167 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,381 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust covers 167 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#7,381
in Professional & Technical Services (20,173 peers)
+11.5%
assets growth YoY

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,288,354 39th percentile higher than 39% 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

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust 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. Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (167 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $855K in the plan year 2023 filing to $443K in the plan year 2024 filing.
  • Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 149 in the plan year 2023 filing to 167 in the plan year 2024 filing.
  • Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231626373 · Julius Silvert, Inc. PY 2024 · 401(k)

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 167 · 39th

  • PCT $4M
  • PCT 167
  • PCT 39th
  • PCT 401(k)
  • PCT near Hostess Brands, LLC 401(k) Plan
  • PCT ind #7381

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 Pennsylvania →

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Julius Silvert, Inc. 401(k) Profit Sharing Plan and TrustJulius Silvert, Inc. 401(k) …$4MHostess Brands, LLC 401(k) PlanHostess Brands, LLC 401(k) P…$4MCo-Opportunity 401(k) Profit Sharing PlanCo-Opportunity 401(k) Profit…$4MThe Raimondo Law Firm PC 401(k) PlanThe Raimondo Law Firm PC 401…$4MKazi Foods 401(k) Plan$4M
End-of-year total assets ($M) among Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$443K
Employer EIN231626373
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Julius Silvert, Inc.)

Sponsor-wide plan assets over time

All Julius Silvert, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 43.41515259343288% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.99M $4.29M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 118 $3M
2023 1 149 $4M
2024 1 167 $4M

Nearby 401(k) Plans in Pennsylvania

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

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004288354 · Participants: 167Julius Silvert, Inc. 401(k) Profit Sharing Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hostess Brands, LLC 401(k) Plan in OH ($4M); by covered participants it is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024?
Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 11.5% during 2024, from $4M to $4M. Reported net income was $443K.
How have Julius Silvert, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Julius Silvert, Inc.'s sponsor-wide assets grew 43.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Hostess Brands, LLC 401(k) Plan in OH ($4M, 641 participants).
Which 401(k) plans cover a similar participant headcount to Julius Silvert, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Lightning Emotors, Inc. 401(k) Plan in CO (167 participants, N/A in assets).