401(k) · DOL Form 5500 · 2024
The Siegfried Group, LLP 401(k) Plan
Data updated 2026-08-25
- $252M
- Total assets Near avg plan size
- 1,322
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $190,928
- Avg per participant Above avg balance/head
Official DOL plan name: The Siegfried Group's 401(k) Plan · Sponsored by The Siegfried Group, LLP · Delaware · Professional & Technical Services
$252M in assets, 1,322 participants
The Siegfried Group, LLP's The Siegfried Group's 401(k) Plan reported $252M in total assets and 1,322 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #19,423 in Professional & Technical Services (20,173 peers)
Coverage in Delaware
The Siegfried Group's 401(k) Plan covers 1,322 participants in Delaware, 2.5x the typical Delaware plan (state average ~536 per filing). Assets: $252M.
- #19,423
- in Professional & Technical Services (20,173 peers)
- +21.8%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
The Siegfried Group's 401(k) Plan's outsized position by total assets
The Siegfried Group's 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$252,406,470 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Siegfried Group's 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Siegfried Group's 401(k) Plan lands in the large band (1,322 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Siegfried Group's 401(k) Plan end-of-year assets rose from $207M in the plan year 2023 filing to $252M in the plan year 2024 filing.
- The Siegfried Group's 401(k) Plan reported net income fell from $53M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- The Siegfried Group's 401(k) Plan reported participants fell from 1,421 in the plan year 2023 filing to 1,322 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 510378135 · The Siegfried Group, LLP PY 2024 · 401(k)
The Siegfried Group's 401(k) Plan · $252M · 1,322 · 95th
- PCT $252M
- EIN 1,322
- RANK 95th
- PHOTO 401(k)
- IND near Bank of Hope 401(k) Retirement Plan
- EOY ind #19423
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 Delaware →
The Siegfried Group's 401(k) Plan in the asset neighbourhood
Delaware filing particulars
| Total Assets (Beginning of Year) | $207M |
|---|---|
| Net Assets (End of Year) | $252M |
| Net Income | $45M |
| Employer EIN | 510378135 |
| Plan Effective Date | 1992-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Siegfried Group, LLP)
Sponsor-wide plan assets over time
All The Siegfried Group, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $252M 63.67838281602606% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,191 | $154M |
| 2023 | 1 | 1,421 | $207M |
| 2024 | 1 | 1,322 | $252M |
Nearby 401(k) Plans in Delaware
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Astrazeneca Savings and Security Plan $8.6B · 17,175
- Retirement Savings Plan $7.0B · 9,658
- Dupont Retirement Savings Plan $3.4B · 9,391
- Wl Gore & Associates, Inc. 401(k) Plan $2.0B · 8,887
- Ashland Employee Savings Plan $1.3B · 1,405
The Siegfried Group's 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Delaware, the nearest 401(k) by assets is Bank of Hope 401(k) Retirement Plan in CA ($252M); by covered participants it is Kennecott Utah Copper 401(k) Savings and Retirement Contribution Plan for Represented Employees in UT (1,322 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($252M here).
- Bank of Hope 401(k) Retirement Plan (CA) $252M · 1,252
- Alphastaff Retirement Savings Plan (FL) $252M · 6,474
- Warner Norcross + Judd LLP Retirement Plan (MI) $252M · 312
- Powell Industries, Inc. Employees Incentive Savings Plan (TX) $252M · 1,934
Similar participant headcount
Nearest other-state filings by covered participants (1,322 participants); asset peers above are excluded.
- Kennecott Utah Copper 401(k) Savings and Retirement Contribution Plan for Represented Employees (UT) 1,322 · 0 off
- Group 1001 401(k) Savings Plan (IN) 1,322 · 0 off
- Energysolutions, LLC 401(k) Profit Sharing Plan (UT) 1,321 · 1 off
- Western Wisconsin Electrical Workers Retirement Plan (WI) 1,323 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.