401(k) · DOL Form 5500 · 2024

Jorgenson, Siegel, Mcclure & Flegel, LLP 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
24
Participants Small participant base
70th
Percentile by assets National rank
$811,309
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan · Sponsored by Jorgenson, Siegel, Mcclure & Flegel, LLP · California · Professional & Technical Services

$19M in assets, 24 participants

Jorgenson, Siegel, Mcclure & Flegel, LLP's Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan reported $19M in total assets and 24 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.

  • #13,912 in Professional & Technical Services (20,173 peers)

2024 asset change

Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan grew sharply 22.9% in 2024 ($16M → $19M) for 24 participants.

#13,912
in Professional & Technical Services (20,173 peers)
+22.9%
assets growth YoY

Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan's outsized position by total assets

Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,471,406 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

Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan is a small filing (24 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 941531369 · Jorgenson, Siegel, Mcclure & Flegel, LLP PY 2024 · 401(k)

Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan · $19M · 24 · 70th

  • BOOK $19M
  • BOOK 24
  • BOOK 70th
  • BOOK 401(k)
  • BOOK near Wilson Dow Group, Inc. Profit Sharing Plan
  • BOOK ind #13912

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 California →

Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan in the asset neighbourhood

Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing PlanJorgenson, Siegel, Mcclure &…$19MWilson Dow Group, Inc. Profit Sharing PlanWilson Dow Group, Inc. Profi…$19MHunter-Davisson, Inc. 401(k) TrustHunter-Davisson, Inc. 401(k)…$19MDomestic Linen Supply & Laundry Co Retirement Savings PlanDomestic Linen Supply & Laun…$19MMente, L.L.C. 401(k) Plan$19M
End-of-year total assets ($M) among Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN941531369
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan, Total assets ($B): 0.019471406 · Participants: 24Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wilson Dow Group, Inc. Profit Sharing Plan in IL ($19M); by covered participants it is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan assets move in 2024? ▼
Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan grew sharply - up 22.9% during 2024, from $16M to $19M. Reported net income was $4M.
Which 401(k) plans are similar in size to Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilson Dow Group, Inc. Profit Sharing Plan in IL ($19M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Jorgenson, Siegel, Mcclure & Flegel 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dog House Ventures, Inc. 401(k) Plan in DE (24 participants, $907K 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 941531369.

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.