401(k) · DOL Form 5500 · 2024

Segal Orthodontics, P.a. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
32nd
Percentile by assets National rank
$138,904
Avg per participant Near avg balance/head
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Official DOL plan name: Segal Orthodontics, P.a. 401(k) Profit Sharing Plan · Sponsored by Segal Orthodontics, P.a. · New Jersey · Healthcare & Social Assistance

$3M in assets, 19 participants

Segal Orthodontics, P.a.'s Segal Orthodontics, P.a. 401(k) Profit Sharing Plan reported $3M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,414 in Healthcare & Social Assistance (16,916 peers)

Segal Orthodontics, P.a. multi-year trail

Segal Orthodontics, P.a.'s plans moved +14.0% in assets from 2023 to 2024; this filing shows Segal Orthodontics, P.a. 401(k) Profit Sharing Plan at $3M / 19 participants.

#5,414
in Healthcare & Social Assistance (16,916 peers)
+14.0%
assets growth YoY

Segal Orthodontics, P.a. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Segal Orthodontics, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,639,172 32nd percentile higher than 32% 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

Segal Orthodontics, P.a. 401(k) Profit Sharing 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. Segal Orthodontics, P.a. 401(k) Profit Sharing Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Segal Orthodontics, P.a. 401(k) Profit Sharing Plan reported participants rose from 14 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • Segal Orthodontics, P.a. 401(k) Profit Sharing Plan reported net income fell from $422K in the plan year 2023 filing to $323K in the plan year 2024 filing.
  • Segal Orthodontics, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 203204015 · Segal Orthodontics, P.a. PY 2024 · 401(k)

Segal Orthodontics, P.a. 401(k) Profit Sharing Plan · $3M · 19 · 32nd

  • PCT $3M
  • PCT 19
  • PCT 32nd
  • PCT 401(k)
  • PCT near Sifos Technologies Inc 401(k) Plan
  • PCT ind #5414

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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →

Segal Orthodontics, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Segal Orthodontics, P.a. 401(k) Profit Sharing PlanSegal Orthodontics, P.a. 401…$3MSifos Technologies Inc 401(k) PlanSifos Technologies Inc 401(k…$3MNorthern Data Systems, Inc. 401(k) Plan and TrustNorthern Data Systems, Inc. …$3MInformation Systems Staffing, Inc. 401(k) Profit Sharing PlanInformation Systems Staffing…$3MPennsylvania Ambulance 401(k) PlanPennsylvania Ambulance 401(k…$3M
End-of-year total assets ($M) among Segal Orthodontics, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Segal Orthodontics, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Segal Orthodontics, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 13.960184327976677% vs 2023
2024 filing year
$2.2M$2.3M$2.4M$2.5M$2.6M$2.7M 20232024 $2.32M $2.64M ▲ +13.8%
Year Plans Participants Total Assets
2023 1 14 $2M
2024 1 19 $3M

Segal Orthodontics, P.a. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$323K
Employer EIN203204015
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Segal Orthodontics, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Segal Orthodontics, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.002639172 · Participants: 19Segal Orthodontics, P.a. 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Segal Orthodontics, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Segal Orthodontics, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Segal Orthodontics, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Sifos Technologies Inc 401(k) Plan in MA ($3M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Segal Orthodontics, P.a. 401(k) Profit Sharing Plan assets move in 2024? ▼
Segal Orthodontics, P.a. 401(k) Profit Sharing Plan grew at a solid clip - up 14.0% during 2024, from $2M to $3M. Reported net income was $323K.
How have Segal Orthodontics, P.a. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Segal Orthodontics, P.a.'s sponsor-wide assets grew 14.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Segal Orthodontics, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sifos Technologies Inc 401(k) Plan in MA ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Segal Orthodontics, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 203204015.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.