401(k) · DOL Form 5500 · 2024

Seravalli Financial Group, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
253
Participants Below avg headcount
62nd
Percentile by assets National rank
$53,180
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Seravalli Financial Group, Inc. · Pennsylvania · Food Services & Accommodation

$13M in assets, 253 participants

Seravalli Financial Group, Inc.'s Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 253 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,217 in Food Services & Accommodation (3,672 peers)

Coverage in Pennsylvania

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan covers 253 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.

#3,217
in Food Services & Accommodation (3,672 peers)
+16.9%
assets growth YoY

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,454,423 Top 38% higher than 62% 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

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan 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. Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (253 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 296 in the plan year 2023 filing to 253 in the plan year 2024 filing.
  • Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 232527474 · Seravalli Financial Group, Inc. PY 2024 · 401(k)

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan · $13M · 253 · 62nd

  • VS-ST $13M
  • VS-ST 253
  • VS-ST 62nd
  • VS-ST 401(k)
  • VS-ST near Sabrosura Foods, LLC Retirement Savings Plan
  • VS-ST ind #3217

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Seravalli Financial Group, Inc. 401(k) Profit Sharing PlanSeravalli Financial Group, I…$13MSabrosura Foods, LLC Retirement Savings PlanSabrosura Foods, LLC Retirem…$13MThe Yale Club of New York City 401(k) PlanThe Yale Club of New York Ci…$13MContinental Express, Inc. 401 (K) PlanContinental Express, Inc. 40…$13MDraftpros 401(k) Plan$13M
End-of-year total assets ($M) among Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN232527474
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Seravalli Financial Group, Inc.)

Sponsor-wide plan assets over time

All Seravalli Financial Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.6084376726704% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.43M $13.5M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 311 $9M
2023 1 296 $12M
2024 1 253 $13M

Nearby 401(k) Plans in Pennsylvania

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

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.013454423 · Participants: 253Seravalli Financial Group, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Sabrosura Foods, LLC Retirement Savings Plan in MN ($13M); by covered participants it is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 16.9% during 2024, from $12M to $13M. Reported net income was $2M.
How have Seravalli Financial Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Seravalli Financial Group, Inc.'s sponsor-wide assets grew 42.6%, from $9M to $13M.
Which 401(k) plans are similar in size to Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sabrosura Foods, LLC Retirement Savings Plan in MN ($13M, 456 participants).
Which 401(k) plans cover a similar participant headcount to Seravalli Financial Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dwa Healthcare Communications Group, Inc. 401(k) Plan in NY (253 participants, N/A 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 232527474.

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.