401(k) · DOL Form 5500 · 2024
Pentegra Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $131,492
- Avg per participant Near avg balance/head
Official DOL plan name: Seligman Group Retirement Plan · Sponsored by Pentegra Services, Inc. · New York · Real Estate
$14M in assets, 106 participants
Pentegra Services, Inc.'s Seligman Group Retirement Plan reported $14M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,637 in Real Estate (4,605 peers)
Coverage in New York
Seligman Group Retirement Plan covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $14M.
- #3,637
- in Real Estate (4,605 peers)
- +5.6%
- assets growth YoY
Seligman Group Retirement Plan's mid-pack asset rank among Real Estate and all filers
Seligman Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,938,142 Top 37% higher than 63% 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
Seligman Group Retirement 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. Seligman Group Retirement Plan sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Seligman Group Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $734K in the plan year 2024 filing.
- Seligman Group Retirement Plan reported participants fell from 135 in the plan year 2023 filing to 106 in the plan year 2024 filing.
- Seligman Group Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 133745616 · Pentegra Services, Inc. PY 2024 · 401(k)
Seligman Group Retirement Plan · $14M · 106 · 63rd
- PART $14M
- TYPE 106
- NET 63rd
- BOOK 401(k)
- VS-ST near Auma Actuators, Inc. 401(k)
- BOY ind #3637
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 Real Estate retirement plans → · Plans in New York →
Seligman Group Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $734K |
| Employer EIN | 133745616 |
| Plan Effective Date | 2022-07-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Pentegra Services, Inc.)
Sponsor-wide plan assets over time
All Pentegra Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $378M 1935.1582619279213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 203 | $19M |
| 2023 | 8 | 1,283 | $123M |
| 2024 | 11 | 4,740 | $378M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Seligman Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Auma Actuators, Inc. 401(k) in PA ($14M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Auma Actuators, Inc. 401(k) (PA) $14M · 108
- Sirius Solutions, Lllp 401(k) Plan (TX) $14M · 73
- Reagan Outdoor Advertising Profit Sharing 401(k) Plan (UT) $14M · 153
- Zempleo 401(k) Plan (CA) $14M · 1,376
Similar participant headcount
Nearest other-state filings by covered participants (106 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.