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
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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

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

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.

See the national 2023→2024 release diff →

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

Bank of Hope 401(k) Retirement PlanBank of Hope 401(k) Retireme…$252MThe Siegfried Group's 401(k) PlanThe Siegfried Group's 401(k)…$252MAlphastaff Retirement Savings PlanAlphastaff Retirement Saving…$252MWarner Norcross + Judd LLP Retirement PlanWarner Norcross + Judd LLP R…$252MPowell Industries, Inc. Employees Incentive Savings PlanPowell Industries, Inc. Empl…$252M
End-of-year total assets ($M) among The Siegfried Group's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Delaware filing particulars

Total Assets (Beginning of Year)$207M
Net Assets (End of Year)$252M
Net Income$45M
Employer EIN510378135
Plan Effective Date1992-08-01
Filing StatusFILING 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
$100M$150M$200M$250M$300M 202220232024 $154M $252M ▲ +63.7%
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.

The Siegfried Group's 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -20246810 Total assets ($B) Participants The Siegfried Group's 401(k) Plan, Total assets ($B): 0.25240647 · Participants: 1322The Siegfried Group's 401(k) PlanAstrazeneca Savings and Security Plan, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.306775357 · Participants: 1405Ashland Employee Savings Plan
The Siegfried Group's 401(k) Plan vs. nearby 401(k) plans in Delaware, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (1,322 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 The Siegfried Group's 401(k) Plan assets move in 2024? ▼
The Siegfried Group's 401(k) Plan grew sharply - up 21.8% during 2024, from $207M to $252M. Reported net income was $45M.
How have The Siegfried Group, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Siegfried Group, LLP's sponsor-wide assets grew 63.7%, from $154M to $252M.
Where does The Siegfried Group's 401(k) Plan rank by assets among Form 5500 filers? ▼
The Siegfried Group's 401(k) Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Siegfried Group's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bank of Hope 401(k) Retirement Plan in CA ($252M, 1,252 participants).
Which 401(k) plans cover a similar participant headcount to The Siegfried Group's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kennecott Utah Copper 401(k) Savings and Retirement Contribution Plan for Represented Employees in UT (1,322 participants, $130M in assets).