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
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
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.
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
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $443K |
| Employer EIN | 231626373 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
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).
- Hostess Brands, LLC 401(k) Plan (OH) $4M · 641
- Co-Opportunity 401(k) Profit Sharing Plan (CA) $4M · 60
- The Raimondo Law Firm PC 401(k) Plan (NY) $4M · 7
- Kazi Foods 401(k) Plan (VI) $4M · 636
Similar participant headcount
Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.
- Lightning Emotors, Inc. 401(k) Plan (CO) 167 · 0 off
- Capitol Services, LLC 401(k) Profit Sharing Plan (TX) 167 · 0 off
- West Coast Turf 401(k) Profit Sharing Plan (CA) 167 · 0 off
- Rps Composites Retirement Savings Plan (AL) 167 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.