401(k) · DOL Form 5500 · 2024

The Segal Group, Inc. 401(k) Plan

Data updated 2026-08-25

$591M
Total assets Above avg plan size
1,108
Participants Near avg headcount
98th
Percentile by assets National rank
$533,611
Avg per participant High balance/head
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Official DOL plan name: The Segal Group Profit Sharing Plan · Sponsored by The Segal Group, Inc. · New York · Professional & Technical Services

$591M in assets, 1,108 participants

The Segal Group, Inc.'s The Segal Group Profit Sharing Plan reported $591M in total assets and 1,108 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #19,823 in Professional & Technical Services (20,173 peers)

Where The Segal Group Profit Sharing Plan sits by assets

The Segal Group Profit Sharing Plan sits in the top 5% of all filed plans by assets, $591M for 1,108 participants (~$533,611/participant), up 11.2% in 2024.

#19,823
in Professional & Technical Services (20,173 peers)
+11.2%
assets growth YoY
5.9×
vs typical plan assets (national mean)

The Segal Group Profit Sharing Plan's outsized position by total assets

The Segal Group Profit Sharing Plan vs every filed plan by assets

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

$591,240,672 Top 2% higher than 98% 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

The Segal Group Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Segal Group Profit Sharing Plan lands in the large band (1,108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Segal Group Profit Sharing Plan reported net income fell from $69M in the plan year 2023 filing to $59M in the plan year 2024 filing.
  • The Segal Group Profit Sharing Plan end-of-year assets rose from $532M in the plan year 2023 filing to $591M in the plan year 2024 filing.
  • The Segal Group Profit Sharing Plan reported participants rose from 1,092 in the plan year 2023 filing to 1,108 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060839113 · The Segal Group, Inc. PY 2024 · 401(k)

The Segal Group Profit Sharing Plan · $591M · 1,108 · 98th

  • BOOK $591M
  • VS-ST 1,108
  • BOY 98th
  • SCH 401(k)
  • EBSA near Ou Health 401(k) Plan
  • PART ind #19823

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 York →

The Segal Group Profit Sharing Plan in the asset neighbourhood

Envista Holdings Corporation Savings PlanEnvista Holdings Corporation…$592MEmerging Markets Employees' Savings PlanEmerging Markets Employees' …$592MPower Profit Sharing 401(k) PlanPower Profit Sharing 401(k) …$592MOu Health 401(k) Plan$592MThe Segal Group Profit Sharing PlanThe Segal Group Profit Shari…$591M
End-of-year total assets ($M) among The Segal Group Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$532M
Net Assets (End of Year)$591M
Net Income$59M
Employer EIN060839113
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Segal Group, Inc.)

Sponsor-wide plan assets over time

All The Segal Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 22.238783239927308% vs 2022
2024 filing year
$0.8B$0.9B$1B$1.1B 202220232024 $0.87B $1.06B ▲ +21.8%
Year Plans Participants Total Assets
2022 2 1,963 $869M
2023 2 2,107 $977M
2024 2 2,172 $1.1B

Nearby 401(k) Plans in New York

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

The Segal Group Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Segal Group Profit Sharing Plan, Total assets ($B): 0.591240672 · Participants: 1108The Segal Group Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
The Segal Group Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Segal Group Profit Sharing Plan side-by-side with 3 peers →

The Segal Group Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ou Health 401(k) Plan in OK ($592M); by covered participants it is Retirement Savings Plan for the Employees of Mersen USA in NJ (1,108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($591M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,108 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 The Segal Group Profit Sharing Plan assets move in 2024? ▼
The Segal Group Profit Sharing Plan grew at a solid clip - up 11.2% during 2024, from $532M to $591M. Reported net income was $59M.
How have The Segal Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Segal Group, Inc.'s sponsor-wide assets grew 22.2%, from $869M to $1.1B.
Where does The Segal Group Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Segal Group Profit Sharing Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Segal Group Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ou Health 401(k) Plan in OK ($592M, 8,530 participants).
Which 401(k) plans cover a similar participant headcount to The Segal Group Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan for the Employees of Mersen USA in NJ (1,108 participants, $160M 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 060839113.

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.