401(k) · DOL Form 5500 · 2024
The Segal Group, Inc. 401(k) Plan
Data updated 2026-08-06
- $591M
- Total assets
- 1,108
- Participants
- 98th
- Percentile by assets
- $533,611
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
- #19,220 in Professional & Technical Services (19,542 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.
- $591M
- total plan assets (2024 EOY)
- 1,108
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $533,611
- avg assets per participant
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.
The Segal Group Profit Sharing Plan vs the 2024 asset distribution
By assets, The Segal Group Profit Sharing Plan outranks 98% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.9x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $532M |
|---|---|
| Net Assets (End of Year) | $591M |
| Net Income | $59M |
| Employer EIN | 060839113 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Segal Group, Inc.)
| 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
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Segal Group Profit Sharing Plan by total assets, not by location.
- Ou Health 401(k) Plan (OK) $592M · 8,530
- Power Profit Sharing 401(k) Plan (ID) $592M · 3,637
- Emerging Markets Employees' Savings Plan (MI) $592M · 3,042
- Envista Holdings Corporation Savings Plan (CA) $592M · 3,022
Frequently Asked Questions
How did The Segal Group Profit Sharing Plan assets move in 2024? ▼
How have The Segal Group, Inc. plan assets changed over time? ▼
Where does The Segal Group Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Next read for The Segal Group Profit Sharing Plan
Scale reading
Ways to act on The Segal Group Profit Sharing Plan's numbers.
- By total assets, The Segal Group Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- The Segal Group, Inc.'s sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans