401(k) · DOL Form 5500 · 2024

Siebert Financial Corp. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
115
Participants Small participant base
56th
Percentile by assets National rank
$88,888
Avg per participant Below avg balance/head
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Official DOL plan name: Siebert Financial Corp. 401(k) Plan · Sponsored by Siebert Financial Corp. · Florida · Finance & Insurance

$10M in assets, 115 participants

Siebert Financial Corp.'s Siebert Financial Corp. 401(k) Plan reported $10M in total assets and 115 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.

  • #3,421 in Finance & Insurance (8,549 peers)

Coverage in Florida

Siebert Financial Corp. 401(k) Plan covers 115 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $10M.

#3,421
in Finance & Insurance (8,549 peers)
$10M
reported net income

Siebert Financial Corp. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Siebert Financial Corp. 401(k) Plan vs every filed plan by assets

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

$10,222,101 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

Siebert Financial Corp. 401(k) Plan 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. Siebert Financial Corp. 401(k) Plan sits mid-pack in the medium band (115 participants).

DOL schedule card

Filing strip 111796714 · Siebert Financial Corp. PY 2024 · 401(k)

Siebert Financial Corp. 401(k) Plan · $10M · 115 · 56th

  • RANK $10M
  • RANK 115
  • RANK 56th
  • RANK 401(k)
  • RANK near Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions
  • RANK ind #3421

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 Finance & Insurance retirement plans → · Plans in Florida →

Siebert Financial Corp. 401(k) Plan in the asset neighbourhood

Siebert Financial Corp. 401(k) PlanSiebert Financial Corp. 401(…$10MBath State Bancorp Employee Stock Ownership Plan with 401(k) ProvisionsBath State Bancorp Employee …$10MLinders, Inc. and Henry's Auto Parts, LLC. 401(k) PlanLinders, Inc. and Henry's Au…$10MUni-Systems Engineering, Inc. 401(k) PlanUni-Systems Engineering, Inc…$10MTfo Tech Company Ltd. Savings Incentive PlanTfo Tech Company Ltd. Saving…$10M
End-of-year total assets ($M) among Siebert Financial Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$10M
Net Income$10M
Employer EIN111796714
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Siebert Financial Corp. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Siebert Financial Corp. 401(k) Plan, Total assets ($B): 0.010222101 · Participants: 115Siebert Financial Corp. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Siebert Financial Corp. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Siebert Financial Corp. 401(k) Plan side-by-side with 3 peers →

Siebert Financial Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN ($10M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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

Which 401(k) plans are similar in size to Siebert Financial Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bath State Bancorp Employee Stock Ownership Plan with 401(k) Provisions in IN ($10M, 45 participants).
Which 401(k) plans cover a similar participant headcount to Siebert Financial Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M 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 111796714.

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.