401(k) · DOL Form 5500 · 2024

R.W. Sidley, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
166
Participants Small participant base
56th
Percentile by assets National rank
$59,700
Avg per participant Low balance/head
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Official DOL plan name: R.W. Sidley, Inc. 401(k) Plan and Trust · Sponsored by R.W. Sidley, Inc. · Ohio · Mining & Oil Extraction

$10M in assets, 166 participants

R.W. Sidley, Inc.'s R.W. Sidley, Inc. 401(k) Plan and Trust reported $10M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #276 in Mining & Oil Extraction (785 peers)

Coverage in Ohio

R.W. Sidley, Inc. 401(k) Plan and Trust covers 166 participants in Ohio, about 22% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#276
in Mining & Oil Extraction (785 peers)
-35.1%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R.W. Sidley, Inc. 401(k) Plan and Trust's mid-pack asset rank among Mining & Oil Extraction and all filers

R.W. Sidley, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$9,910,279 Top 44% higher than 56% 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

R.W. Sidley, Inc. 401(k) Plan and Trust 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. R.W. Sidley, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R.W. Sidley, Inc. 401(k) Plan and Trust reported net income fell from $1M in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • R.W. Sidley, Inc. 401(k) Plan and Trust end-of-year assets fell from $15M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • R.W. Sidley, Inc. 401(k) Plan and Trust reported participants fell from 239 in the plan year 2023 filing to 166 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 340529112 · R.W. Sidley, Inc. PY 2024 · 401(k)

R.W. Sidley, Inc. 401(k) Plan and Trust · $10M · 166 · 56th

  • IND $10M
  • EOY 166
  • 5500 56th
  • ASSETS 401(k)
  • PCT near J.M. Murray Center, Inc. Pension Plan
  • EIN ind #276

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 Mining & Oil Extraction retirement plans → · Plans in Ohio →

R.W. Sidley, Inc. 401(k) Plan and Trust in the asset neighbourhood

R.W. Sidley, Inc. 401(k) Plan and TrustR.W. Sidley, Inc. 401(k) Pla…$10MJ.M. Murray Center, Inc. Pension PlanJ.M. Murray Center, Inc. Pen…$10MCare Ventures, Inc. 401(k) Profit Sharing PlanCare Ventures, Inc. 401(k) P…$10M403(b) Thrift Plan for Employees of the National Organization for Rare Disorders, Inc.403(b) Thrift Plan for Emplo…$10MDenman Services, Inc. 401(k) Retirement Savings PlanDenman Services, Inc. 401(k)…$10M
End-of-year total assets ($M) among R.W. Sidley, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$10M
Net Income-$5M
Employer EIN340529112
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.W. Sidley, Inc.)

Sponsor-wide plan assets over time

All R.W. Sidley, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 13.52460777637708% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $34.5M $29.8M ▼ -13.5%
Year Plans Participants Total Assets
2022 2 324 $35M
2023 2 323 $35M
2024 2 206 $30M

Nearby 401(k) Plans in Ohio

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

R.W. Sidley, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants R.W. Sidley, Inc. 401(k) Plan and Trust, Total assets ($B): 0.009910279 · Participants: 166R.W. Sidley, Inc. 401(k) Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
R.W. Sidley, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare R.W. Sidley, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

R.W. Sidley, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is J.M. Murray Center, Inc. Pension Plan in NY ($10M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 R.W. Sidley, Inc. 401(k) Plan and Trust assets move in 2024? ▼
R.W. Sidley, Inc. 401(k) Plan and Trust contracted severely - down 35.1% during 2024, from $15M to $10M. Reported net income was -$5M.
How have R.W. Sidley, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.W. Sidley, Inc.'s sponsor-wide assets declined 13.5%, from $35M to $30M.
Which 401(k) plans are similar in size to R.W. Sidley, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is J.M. Murray Center, Inc. Pension Plan in NY ($10M, 486 participants).
Which 401(k) plans cover a similar participant headcount to R.W. Sidley, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M 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 340529112.

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.