401(k) · DOL Form 5500 · 2024
S.I.R. Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 673
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $9,934
- Avg per participant Low balance/head
Official DOL plan name: S.I.R. Management, Inc. Retirement Plan and Trust · Sponsored by S.I.R. Management, Inc. · Illinois · Healthcare & Social Assistance
$7M in assets, 673 participants
S.I.R. Management, Inc.'s S.I.R. Management, Inc. Retirement Plan and Trust reported $7M in total assets and 673 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #8,761 in Healthcare & Social Assistance (16,916 peers)
2024 asset change
S.I.R. Management, Inc. Retirement Plan and Trust pulled back noticeably 8.8% in 2024 ($7M → $7M) for 673 participants.
- #8,761
- in Healthcare & Social Assistance (16,916 peers)
- -8.8%
- assets change YoY
The plan reported a net loss of $642K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
S.I.R. Management, Inc. Retirement Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
S.I.R. Management, Inc. Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,685,458 47th percentile higher than 47% 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
S.I.R. Management, Inc. Retirement 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. S.I.R. Management, Inc. Retirement Plan and Trust sits mid-pack in the medium band (673 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- S.I.R. Management, Inc. Retirement Plan and Trust reported net income fell from $1M in the plan year 2023 filing to -$642K in the plan year 2024 filing.
- S.I.R. Management, Inc. Retirement Plan and Trust end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 363787439 · S.I.R. Management, Inc. PY 2024 · 401(k)
S.I.R. Management, Inc. Retirement Plan and Trust · $7M · 673 · 47th
- 5500 $7M
- 5500 673
- 5500 47th
- 5500 401(k)
- 5500 near Venture Plastics, Inc. 401(k) Profit Sharing Plan
- 5500 ind #8761
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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →
S.I.R. Management, Inc. Retirement Plan and Trust in the asset neighbourhood
S.I.R. Management, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All S.I.R. Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 9.426231721874434% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 570 | $6M |
| 2023 | 1 | 678 | $7M |
| 2024 | 1 | 673 | $7M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$642K |
| Employer EIN | 363787439 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
S.I.R. Management, Inc. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Venture Plastics, Inc. 401(k) Profit Sharing Plan in OH ($7M); by covered participants it is Santikos Enterprises, LLC Retirement Savings Plan in TX (673 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (673 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.