401(k) · DOL Form 5500 · 2024

Serge Global, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
202
Participants Below avg headcount
63rd
Percentile by assets National rank
$70,881
Avg per participant Below avg balance/head
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Official DOL plan name: Serge Global, Inc. Discretionary Contribution Retirement Plan · Sponsored by Serge Global, Inc. · Pennsylvania · Other Services

$14M in assets, 202 participants

Serge Global, Inc.'s Serge Global, Inc. Discretionary Contribution Retirement Plan reported $14M in total assets and 202 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,137 in Other Services (7,719 peers)

Coverage in Pennsylvania

Serge Global, Inc. Discretionary Contribution Retirement Plan covers 202 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#6,137
in Other Services (7,719 peers)
+22.6%
assets growth YoY

Serge Global, Inc. Discretionary Contribution Retirement Plan's mid-pack asset rank among Other Services and all filers

Serge Global, Inc. Discretionary Contribution Retirement Plan vs every filed plan by assets

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

$14,318,050 Top 37% higher than 63% 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

Serge Global, Inc. Discretionary Contribution Retirement 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. Serge Global, Inc. Discretionary Contribution Retirement Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Serge Global, Inc. Discretionary Contribution Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Serge Global, Inc. Discretionary Contribution Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Serge Global, Inc. Discretionary Contribution Retirement Plan reported participants rose from 179 in the plan year 2023 filing to 202 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232223692 · Serge Global, Inc. PY 2024 · 401(k)

Serge Global, Inc. Discretionary Contribution Retirement Plan · $14M · 202 · 63rd

  • PCT $14M
  • PCT 202
  • PCT 63rd
  • PCT 401(k)
  • PCT near Redwitz Business Solutions Employees' 401(k) Plan
  • PCT ind #6137

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 Other Services retirement plans → · Plans in Pennsylvania →

Serge Global, Inc. Discretionary Contribution Retirement Plan in the asset neighbourhood

Serge Global, Inc. Discretionary Contribution Retirement PlanSerge Global, Inc. Discretio…$14MRedwitz Business Solutions Employees' 401(k) PlanRedwitz Business Solutions E…$14MEmployees' Pension Plan of Armstrong Pumps, Inc.Employees' Pension Plan of A…$14MMaxeon Americas, Inc. 401(k) PlanMaxeon Americas, Inc. 401(k)…$14MVino Farms, LLC Retirement PlanVino Farms, LLC Retirement P…$14M
End-of-year total assets ($M) among Serge Global, Inc. Discretionary Contribution Retirement 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)$14M
Net Income$3M
Employer EIN232223692
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Serge Global, Inc.)

Sponsor-wide plan assets over time

All Serge Global, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 50.57026263471801% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.51M $14.3M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 177 $10M
2023 1 179 $12M
2024 1 202 $14M

Nearby 401(k) Plans in Pennsylvania

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

Serge Global, Inc. Discretionary Contribution Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Serge Global, Inc. Discretionary Contribution Retirement Plan, Total assets ($B): 0.01431805 · Participants: 202Serge Global, Inc. Discretionary Contribution Retirement 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
Serge Global, Inc. Discretionary Contribution Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Serge Global, Inc. Discretionary Contribution Retirement Plan side-by-side with 3 peers →

Serge Global, Inc. Discretionary Contribution Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Redwitz Business Solutions Employees' 401(k) Plan in CA ($14M); by covered participants it is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Serge Global, Inc. Discretionary Contribution Retirement Plan assets move in 2024? ▼
Serge Global, Inc. Discretionary Contribution Retirement Plan grew sharply - up 22.6% during 2024, from $12M to $14M. Reported net income was $3M.
How have Serge Global, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Serge Global, Inc.'s sponsor-wide assets grew 50.6%, from $10M to $14M.
Which 401(k) plans are similar in size to Serge Global, Inc. Discretionary Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redwitz Business Solutions Employees' 401(k) Plan in CA ($14M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Serge Global, Inc. Discretionary Contribution Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Servall Termite Company Profit Sharing 401(k) Plan in TN (202 participants, $874K 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 232223692.

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.