Other · DOL Form 5500 · 2024

Ronald P. Sierzega Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
17
Participants Small participant base
47th
Percentile by assets National rank
$375,957
Avg per participant High balance/head
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Official DOL plan name: Puff, Sierzega & Macfeeters LLC Tr · Sponsored by Ronald P. Sierzega · New Jersey · Professional & Technical Services

$6M in assets, 17 participants

Ronald P. Sierzega's Puff, Sierzega & Macfeeters LLC Tr reported $6M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #8,981 in Professional & Technical Services (20,173 peers)

Ronald P. Sierzega multi-year trail

Ronald P. Sierzega's plans moved +31.8% in assets from 2022 to 2024; this filing shows Puff, Sierzega & Macfeeters LLC Tr at $6M / 17 participants.

#8,981
in Professional & Technical Services (20,173 peers)
+22.6%
assets growth YoY

Puff, Sierzega & Macfeeters LLC Tr's mid-pack asset rank among Professional & Technical Services and all filers

Puff, Sierzega & Macfeeters LLC Tr vs every filed plan by assets

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

$6,391,274 47th percentile higher than 47% 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

Puff, Sierzega & Macfeeters LLC Tr among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Puff, Sierzega & Macfeeters LLC Tr is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Puff, Sierzega & Macfeeters LLC Tr reported net income rose from $365K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Puff, Sierzega & Macfeeters LLC Tr reported participants fell from 23 in the plan year 2023 filing to 17 in the plan year 2024 filing.
  • Puff, Sierzega & Macfeeters LLC Tr end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 222872738 · Ronald P. Sierzega PY 2024 · Other

Puff, Sierzega & Macfeeters LLC Tr · $6M · 17 · 47th

  • 5500 $6M
  • ASSETS 17
  • PCT 47th
  • EIN Other
  • RANK near The Poynter Institute for Media Studies, Inc. Tax Sheltered Annuity Retirement Plan
  • PHOTO ind #8981

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 New Jersey →

Puff, Sierzega & Macfeeters LLC Tr in the asset neighbourhood

The Poynter Institute for Media Studies, Inc. Tax Sheltered Annuity Retirement PlanThe Poynter Institute for Me…$6MThe Heritage Community of Kalamazoo 403 (B) PlanThe Heritage Community of Ka…$6MPuff, Sierzega & Macfeeters LLC TrPuff, Sierzega & Macfeeters …$6MFreeman Regional Health Services 403(b) PlanFreeman Regional Health Serv…$6MWesley Woods Senior Living 403(b) PlanWesley Woods Senior Living 4…$6M
End-of-year total assets ($M) among Puff, Sierzega & Macfeeters LLC Tr and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ronald P. Sierzega multi-year asset trail

Sponsor-wide plan assets over time

All Ronald P. Sierzega plans reported in each filing year

Latest sponsor-wide plan assets
$6M 31.782133121259314% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M$7M 202220232024 $4.85M $6.39M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 24 $5M
2023 1 23 $5M
2024 1 17 $6M

Ronald P. Sierzega filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN222872738
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New Jersey

Peer Other plans, same state, same plan type, ranked by total assets.

Puff, Sierzega & Macfeeters LLC Tr vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Puff, Sierzega & Macfeeters LLC Tr, Total assets ($B): 0.006391274 · Participants: 17Puff, Sierzega & Macfeeters LLC TrConsolidated 403(b) Plan of Hackensack Meridian Health, Total assets ($B): 1.804837689 · Participants: 16823Consolidated 403(b) Plan of Hackensack Meridian HealthPrinceton University Retirement Savings Plan, Total assets ($B): 1.735336458 · Participants: 8763Princeton University Retirement Savings PlanRwjbarnabas Health 403(b) Savings Plan, Total assets ($B): 1.498394819 · Participants: 28403Rwjbarnabas Health 403(b) Savings PlanAtlantic Health System 403(b) Retirement Savings Plan, Total assets ($B): 1.297256025 · Participants: 21490Atlantic Health System 403(b) Retirement Savings PlanEducational Testing Service 403(b) Retirement Savings Plan, Total assets ($B): 0.982278507 · Participants: 3501Educational Testing Service 403(b) Retirement Savings Plan
Puff, Sierzega & Macfeeters LLC Tr vs. nearby Other plans in New Jersey, assets vs. participants

Puff, Sierzega & Macfeeters LLC Tr's out-of-state Other peers by assets and headcount

Outside New Jersey, the nearest Other by assets is The Poynter Institute for Media Studies, Inc. Tax Sheltered Annuity Retirement Plan in FL ($6M); by covered participants it is Artswestchester, Inc. 403b Plan in NY (17 participants). Same-state nearby plans are listed separately above.

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 Puff, Sierzega & Macfeeters LLC Tr assets move in 2024?
Puff, Sierzega & Macfeeters LLC Tr grew sharply - up 22.6% during 2024, from $5M to $6M. Reported net income was $1M.
How have Ronald P. Sierzega plan assets changed over time?
Across 3 plan years on file (2022-2024), Ronald P. Sierzega's sponsor-wide assets grew 31.8%, from $5M to $6M.
Which Other plans are similar in size to Puff, Sierzega & Macfeeters LLC Tr?
Among Other plans in other states, the closest by assets is The Poynter Institute for Media Studies, Inc. Tax Sheltered Annuity Retirement Plan in FL ($6M, 82 participants).
Which Other plans cover a similar participant headcount to Puff, Sierzega & Macfeeters LLC Tr?
Among Other plans in other states, the closest by covered participants is Artswestchester, Inc. 403b Plan in NY (17 participants, $1M in assets).