401(k) · DOL Form 5500 · 2024

Siegel Brill PA 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
29
Participants Small participant base
70th
Percentile by assets National rank
$679,969
Avg per participant High balance/head
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Official DOL plan name: Siegel Brill PA 401(k) Profit Sharing Plan & Trust · Sponsored by Siegel Brill PA · Minnesota · Professional & Technical Services

$20M in assets, 29 participants

Siegel Brill PA's Siegel Brill PA 401(k) Profit Sharing Plan & Trust reported $20M in total assets and 29 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,962 in Professional & Technical Services (20,173 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 $20M / 29 participants.

#13,962
in Professional & Technical Services (20,173 peers)
+17.2%
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 2024 · DOL Form 5500

$19,719,099 Top 30% higher than 70% 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

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

Plan-year 2024 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 (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Siegel Brill PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Siegel Brill PA 401(k) Profit Sharing Plan & Trust reported participants rose from 26 in the plan year 2023 filing to 29 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411626742 · Siegel Brill PA PY 2024 · 401(k)

Siegel Brill PA 401(k) Profit Sharing Plan & Trust · $20M · 29 · 70th

  • RANK $20M
  • PHOTO 29
  • IND 70th
  • EOY 401(k)
  • 5500 near Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan
  • ASSETS ind #13962

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

Siegel Brill PA 401(k) Profit Sharing Plan & TrustSiegel Brill PA 401(k) Profi…$20MPeninsula Orthopaedic Associates, P.a. Profit Sharing PlanPeninsula Orthopaedic Associ…$20MMarion County State Bank Employee Stock Ownership and Savings PlanMarion County State Bank Emp…$20MCopeland, Stair, Valz & Lovell, LLP 401(k) PlanCopeland, Stair, Valz & Love…$20MPace Southeast Michigan 401(k) PlanPace Southeast Michigan 401(…$20M
End-of-year total assets ($M) among Siegel Brill PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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 (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
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 -20020406080 Total assets ($B) Participants Siegel Brill PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.019719099 · Participants: 29Siegel Brill PA 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.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 Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan in MD ($20M); by covered participants it is Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Siegel Brill PA 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Siegel Brill PA 401(k) Profit Sharing Plan & Trust grew sharply - up 17.2% during 2024, from $17M to $20M. 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 Peninsula Orthopaedic Associates, P.a. Profit Sharing Plan in MD ($20M, 118 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 Therapy Systems Dme Inc. 401(k) Plan in MD (29 participants, $864K 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 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.