401(k) · DOL Form 5500 · 2023

Siegel Brill PA 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
26
Participants Small participant base
69th
Percentile by assets National rank
$647,070
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Siegel Brill PA 401(k) Profit Sharing Plan & Trust · Sponsored by Siegel Brill PA · Minnesota · Professional & Technical Services

$17M in assets, 26 participants

Siegel Brill PA's Siegel Brill PA 401(k) Profit Sharing Plan & Trust reported $17M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,982 in Professional & Technical Services (20,321 peers)

Siegel Brill PA multi-year trail

Siegel Brill PA's plans moved +42.6% in assets from 2022 to 2024; this filing shows Siegel Brill PA 401(k) Profit Sharing Plan & Trust at $17M / 26 participants.

#13,982
in Professional & Technical Services (20,321 peers)
+21.6%
assets growth YoY

Siegel Brill PA 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Siegel Brill PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$16,823,821 Top 31% higher than 69% of 127,068 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 2023

Siegel Brill PA 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Siegel Brill PA 401(k) Profit Sharing Plan & Trust is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Siegel Brill PA 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Siegel Brill PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Siegel Brill PA 401(k) Profit Sharing Plan & Trust reported participants rose from 25 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411626742 · Siegel Brill PA PY 2023 · 401(k)

Siegel Brill PA 401(k) Profit Sharing Plan & Trust · $17M · 26 · 69th

  • SCH $17M
  • EBSA 26
  • PART 69th
  • TYPE 401(k)
  • NET near Hellam, Varon & Co., Inc. P.S. 401(k) Plan
  • BOOK ind #13982

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 Minnesota →

Siegel Brill PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Nussbaum Transportation Services, Inc. 401(k) Plan & TrustNussbaum Transportation Serv…$17MSilversky Inc 401(k) Plan$17MSiegel Brill PA 401(k) Profit Sharing Plan & TrustSiegel Brill PA 401(k) Profi…$17MHellam, Varon & Co., Inc. P.S. 401(k) PlanHellam, Varon & Co., Inc. P.…$17MButcherbox 401(k) Plan$17M
End-of-year total assets ($M) among Siegel Brill PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Siegel Brill PA multi-year asset trail

Sponsor-wide plan assets over time

All Siegel Brill PA plans reported in each filing year

Latest sponsor-wide plan assets
$20M 42.58291644121942% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.8M $19.7M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 25 $14M
2023 1 26 $17M
2024 1 29 $20M

Siegel Brill PA filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN411626742
Plan Effective Date1968-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Siegel Brill PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Siegel Brill PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.016823821 · Participants: 26Siegel Brill PA 401(k) Profit Sharing Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Siegel Brill PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Siegel Brill PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Siegel Brill PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Hellam, Varon & Co., Inc. P.S. 401(k) Plan in WA ($17M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Siegel Brill PA 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Siegel Brill PA 401(k) Profit Sharing Plan & Trust grew sharply - up 21.6% during 2023, from $14M to $17M. Reported net income was $3M.
How have Siegel Brill PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Siegel Brill PA's sponsor-wide assets grew 42.6%, from $14M to $20M.
Which 401(k) plans are similar in size to Siegel Brill PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hellam, Varon & Co., Inc. P.S. 401(k) Plan in WA ($17M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Siegel Brill PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411626742.

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.