Profit Sharing · DOL Form 5500 · 2024
Marvin M Siegel Cpa PC Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $576,504
- Avg per participant High balance/head
Official DOL plan name: Marvin M Siegel Cpa PC Profit Sharing Plan and Tru · Sponsored by Marvin M Siegel Cpa PC · Illinois · Professional & Technical Services
$5M in assets, 8 participants
Marvin M Siegel Cpa PC's Marvin M Siegel Cpa PC Profit Sharing Plan and Tru reported $5M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #7,651 in Professional & Technical Services (20,173 peers)
Marvin M Siegel Cpa PC multi-year trail
Marvin M Siegel Cpa PC's plans moved +28.2% in assets from 2022 to 2024; this filing shows Marvin M Siegel Cpa PC Profit Sharing Plan and Tru at $5M / 8 participants.
- #7,651
- in Professional & Technical Services (20,173 peers)
- +9.5%
- assets growth YoY
Marvin M Siegel Cpa PC Profit Sharing Plan and Tru's mid-pack asset rank among Professional & Technical Services and all filers
Marvin M Siegel Cpa PC Profit Sharing Plan and Tru vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,612,028 40th percentile higher than 40% 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
Marvin M Siegel Cpa PC Profit Sharing Plan and Tru among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marvin M Siegel Cpa PC Profit Sharing Plan and Tru is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Marvin M Siegel Cpa PC Profit Sharing Plan and Tru reported net income fell from $616K in the plan year 2023 filing to $399K in the plan year 2024 filing.
- Marvin M Siegel Cpa PC Profit Sharing Plan and Tru end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 362940635 · Marvin M Siegel Cpa PC PY 2024 · Profit Sharing
Marvin M Siegel Cpa PC Profit Sharing Plan and Tru · $5M · 8 · 40th
- ASSETS $5M
- ASSETS 8
- ASSETS 40th
- ASSETS Profit Sharing
- ASSETS near Patrick and Co. Profit Sharing Plan
- ASSETS ind #7651
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 Illinois →
Marvin M Siegel Cpa PC Profit Sharing Plan and Tru in the asset neighbourhood
Marvin M Siegel Cpa PC multi-year asset trail
Sponsor-wide plan assets over time
All Marvin M Siegel Cpa PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 28.18555997877669% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $4M |
| 2023 | 1 | 8 | $4M |
| 2024 | 1 | 8 | $5M |
Marvin M Siegel Cpa PC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $399K |
| Employer EIN | 362940635 |
| Plan Effective Date | 1979-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
Marvin M Siegel Cpa PC Profit Sharing Plan and Tru's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Patrick and Co. Profit Sharing Plan in CA ($5M); by covered participants it is Success Franchises, Inc. Retirement Plan in OK (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.