401(k) · DOL Form 5500 · 2024

Sie Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
520
Participants Below avg headcount
76th
Percentile by assets National rank
$54,138
Avg per participant Low balance/head
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Official DOL plan name: Sie Holdings, Inc. 401(k) Retirement Plan · Sponsored by Sie Holdings, Inc. · North Carolina · Wholesale Trade

$28M in assets, 520 participants

Sie Holdings, Inc.'s Sie Holdings, Inc. 401(k) Retirement Plan reported $28M in total assets and 520 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,522 in Wholesale Trade (6,080 peers)

Where Sie Holdings, Inc. 401(k) Retirement Plan sits by assets

Sie Holdings, Inc. 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 520 participants (~$54,138/participant), up 18.9% in 2024.

#4,522
in Wholesale Trade (6,080 peers)
+18.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sie Holdings, Inc. 401(k) Retirement Plan's outsized position by total assets

Sie Holdings, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$28,151,945 Top 24% higher than 76% 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

Sie Holdings, Inc. 401(k) 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. Sie Holdings, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (520 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sie Holdings, Inc. 401(k) Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Sie Holdings, Inc. 401(k) Retirement Plan reported participants rose from 453 in the plan year 2023 filing to 520 in the plan year 2024 filing.
  • Sie Holdings, Inc. 401(k) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 871317918 · Sie Holdings, Inc. PY 2024 · 401(k)

Sie Holdings, Inc. 401(k) Retirement Plan · $28M · 520 · 76th

  • EBSA $28M
  • PART 520
  • TYPE 76th
  • NET 401(k)
  • BOOK near American Public Power Association 401(k) Plan
  • VS-ST ind #4522

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Sie Holdings, Inc. 401(k) Retirement Plan in the asset neighbourhood

Ankrom Moisan Architects 401(k) PlanAnkrom Moisan Architects 401…$28MSie Holdings, Inc. 401(k) Retirement PlanSie Holdings, Inc. 401(k) Re…$28MAmerican Public Power Association 401(k) PlanAmerican Public Power Associ…$28MRidgeway Plumbing, Inc. 401(k) Profit Sharing PlanRidgeway Plumbing, Inc. 401(…$28MThe St. Joe Company Retirement PlanThe St. Joe Company Retireme…$28M
End-of-year total assets ($M) among Sie Holdings, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN871317918
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sie Holdings, Inc.)

Sponsor-wide plan assets over time

All Sie Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 51.58969448682949% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.6M $28.2M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 417 $19M
2023 1 453 $24M
2024 1 520 $28M

Nearby 401(k) Plans in North Carolina

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

Sie Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Sie Holdings, Inc. 401(k) Retirement Plan, Total assets ($B): 0.028151945 · Participants: 520Sie Holdings, Inc. 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Sie Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sie Holdings, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Sie Holdings, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is American Public Power Association 401(k) Plan in VA ($28M); by covered participants it is O'connell Landscape Maintenance, Inc 401(k) Plan in CA (520 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (520 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 Sie Holdings, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Sie Holdings, Inc. 401(k) Retirement Plan grew sharply - up 18.9% during 2024, from $24M to $28M. Reported net income was $4M.
How have Sie Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sie Holdings, Inc.'s sponsor-wide assets grew 51.6%, from $19M to $28M.
Where does Sie Holdings, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Sie Holdings, Inc. 401(k) Retirement Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sie Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Public Power Association 401(k) Plan in VA ($28M, 68 participants).
Which 401(k) plans cover a similar participant headcount to Sie Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O'connell Landscape Maintenance, Inc 401(k) Plan in CA (520 participants, $4M 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 871317918.

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.