401(k) · DOL Form 5500 · 2024
Siegel, Barnett & Schutlz, LLP 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $213,376
- Avg per participant Above avg balance/head
Official DOL plan name: Siegel, Barnett & Schultz, LLP 401(k) Plan · Sponsored by Siegel, Barnett & Schutlz, LLP · South Dakota · Professional & Technical Services
$3M in assets, 16 participants
Siegel, Barnett & Schutlz, LLP's Siegel, Barnett & Schultz, LLP 401(k) Plan reported $3M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,572 in Professional & Technical Services (20,173 peers)
Siegel, Barnett & Schutlz, LLP multi-year trail
Siegel, Barnett & Schutlz, LLP's plans moved -21.9% in assets from 2022 to 2024; this filing shows Siegel, Barnett & Schultz, LLP 401(k) Plan at $3M / 16 participants.
- #6,572
- in Professional & Technical Services (20,173 peers)
- -7.6%
- assets change YoY
The plan reported a net loss of $280K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Siegel, Barnett & Schultz, LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Siegel, Barnett & Schultz, LLP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,414,017 36th percentile higher than 36% 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
Siegel, Barnett & Schultz, LLP 401(k) 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. Siegel, Barnett & Schultz, LLP 401(k) Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Siegel, Barnett & Schultz, LLP 401(k) Plan reported net income rose from -$678K in the plan year 2023 filing to -$280K in the plan year 2024 filing.
- Siegel, Barnett & Schultz, LLP 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Siegel, Barnett & Schultz, LLP 401(k) Plan reported participants fell from 17 in the plan year 2023 filing to 16 in the plan year 2024 filing.
DOL schedule card
Filing strip 460241120 · Siegel, Barnett & Schutlz, LLP PY 2024 · 401(k)
Siegel, Barnett & Schultz, LLP 401(k) Plan · $3M · 16 · 36th
- VS-ST $3M
- VS-ST 16
- VS-ST 36th
- VS-ST 401(k)
- VS-ST near Vector Consulting 401(k) Plan
- VS-ST ind #6572
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 South Dakota →
Siegel, Barnett & Schultz, LLP 401(k) Plan in the asset neighbourhood
Siegel, Barnett & Schutlz, LLP multi-year asset trail
Sponsor-wide plan assets over time
All Siegel, Barnett & Schutlz, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 21.90804638190618% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $4M |
| 2023 | 1 | 17 | $4M |
| 2024 | 1 | 16 | $3M |
Siegel, Barnett & Schutlz, LLP filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$280K |
| Employer EIN | 460241120 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in South Dakota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Black Hills Corporation 401(k) Retirement Savings Plan $811M · 2,881
- Good Samaritan Society 401(k) Plan $278M · 12,199
- Poet 401(k) Plan $266M · 2,380
- Daktronics, Inc. 401(k) Plan $263M · 2,369
- Premier 401(k) Plan $241M · 1,821
Siegel, Barnett & Schultz, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside South Dakota, the nearest 401(k) by assets is Vector Consulting 401(k) Plan in GA ($3M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.
- I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 16 · 0 off
- Texas Midwest Emergency Physicians PA 401(k) Profit Sharing Plan & Trust (TX) 16 · 0 off
- River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 16 · 0 off
- Kelley-Mackenzie Auto Parts, Inc. 401(k) Profit Sharing Plan and Trust (NH) 16 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.