How big is Sippel Co., Inc.'s plan?

Sippel Co., Inc.'s plan reported $10.1M in assets and 172 participants for 2023.

Original filing (PDF)20260304084759NAL0002827713001

Sippel Co., Inc.

Name: Sippel Co., Inc. — Sippel Co., Inc. Savings Plan, Form 5500 (2023)
Creator: Sippel Co., Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Sippel Co., Inc. Savings Plan

401(k) retirement plan · Sippel Co., Inc.'s Sippel Co., Inc. Savings Plan held $10.1M in plan assets for 172 participants in 2023, with Fidelity as recordkeeper.

Signals · 1

Late filing · 15.6 mo

Active participants

172

Accounts w/ balance

120

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

People on this filing

Tammy Defallo signed Sippel Co., Inc.'s 2023 Form 5500 as plan administrator.

Tammy Defallo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Sippel Co., Inc.'s EIN is 25-1543007.

EIN 25-1543007

Plan number 001

Plan year 2023

ACK ID 20260304084759NAL0002827713001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sippel Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sippel Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIPPEL CO., INC..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

42 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 15.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

SIPPEL CO., INC.

EIN

all filings

Address

21 CENTURY DRIVE · AMBRIDGE, PA · 15003

Phone

(724) 266-9800

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2026-03-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERIPRISE FINANCIAL SERVICES INC	38-2722519	—	ADVISOR	$0	—

Investments

42 direct securities · 1 pooled fund· $10.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$5.4M

23 holdings

Other securities

$3.6M

16 holdings

Common Collective Trusts

$958K

2 holdings

Common Stocks

$195K

1 holding

Common Collective Trust

$22K

1 holding

					% of plan
JPMorgan U.S. Research Enhanced Equity Fund A Mutual Fund	Other securities	—	—	$2.4M	23.9%
Fidelity Advisor Freedom 2030 A Mutual Fund	Mutual Funds	—	—	$1.5M	14.3%
Fidelity Advisor Freedom 2040 A Mutual Fund	Mutual Funds	—	—	$853K	8.4%
Fidelity Treasury Money Market Money Market Fund	Mutual Funds	—	—	$819K	8.1%
iShares S&P 500 Index A Mutual Fund	Common Collective Trusts	—	—	$767K	7.6%
Principal SmallCap R3 Mutual Fund	Other securities	—	—	$489K	4.8%
Fidelity Advisor Freedom 2050 A Mutual Fund	Mutual Funds	—	—	$329K	3.2%
Loomis Sayles Core Plus Bond A Mutual Fund	Other securities	—	—	$281K	2.8%
American Funds Intl Gr and Inc R4 Mutual Fund	Mutual Funds	—	—	$263K	2.6%
Janus Henderson Enterprise S Mutual Fund	Mutual Funds	—	—	$242K	2.4%
Fidelity Advisor Freedom 2055 A Mutual Fund	Mutual Funds	—	—	$230K	2.3%
Fidelity Advisor Freedom 2020 A Mutual Fund	Mutual Funds	—	—	$219K	2.2%
Delaware Ivy Asset Strategy Fund Cl A Mutual Fund	Common Stocks	—	—	$195K	1.9%
Columbia Mid Cap Index Fund A Mutual Fund	Common Collective Trusts	—	—	$191K	1.9%
Fidelity Advisor Freedom 2060 A Mutual Fund	Mutual Funds	—	—	$179K	1.8%
Maturity: 2024-2029 - 0 -	Other securities	—	—	$170K	1.7%
MFS Mid Cap Value R3 Mutual Fund	Mutual Funds	—	—	$159K	1.6%
Fidelity Advisor Freedom 2025 A Mutual Fund	Mutual Funds	—	—	$136K	1.3%
Invesco Diversified Dividend A Mutual Fund	Mutual Funds	—	—	$100K	1.0%
Fidelity Advisor Freedom 2045 A Mutual Fund	Mutual Funds	—	—	$85K	0.8%
Fidelity Advisor Freedom 2035 A Mutual Fund	Mutual Funds	—	—	$84K	0.8%
Janus Henderson Triton S Mutual Fund	Mutual Funds	—	—	$76K	0.7%
Fidelity Advisor Freedom 2065 A Mutual Fund	Mutual Funds	—	—	$60K	0.6%
CBA Growth A Mutual Fund	Other securities	—	—	$58K	0.6%
First Eagle Global A Mutual Fund	Other securities	—	—	$52K	0.5%
FPA Crescent Mutual Fund	Other securities	—	—	$38K	0.4%
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$22K	0.2%
4503 Other Income	Other securities	—	—	$22K	0.2%
Adjusting Journal Entries JE # 1001 B.05a To record contributions on employee bonuses 1005 Other Employer Receivable	Other securities	—	—	$22K	0.2%
4500 Employer Contributions	Other securities	—	—	$20K	0.2%
1006 Employer Receivable	Other securities	—	—	$20K	0.2%
Eaton Vance Income Fund of Boston A Mutual Fund	Other securities	—	—	$17K	0.2%
PIMCO Short Term A Mutual Fund	Mutual Funds	—	—	$16K	0.2%
Fidelity Inflation-Protected Bond Index Mutual Fund	Mutual Funds	—	—	$15K	0.1%
JHancock International Growth R2 Mutual Fund	Other securities	—	—	$13K	0.1%
1006 Employer Receivable	Other securities	—	—	$12K	0.1%
Invesco International Small-Mid Com A Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Allspring Special Small Cap Value A Mutual Fund	Other securities	—	—	$10K	<0.1%
American Funds New World R4 Mutual Fund	Mutual Funds	—	—	$10K	<0.1%
Fidelity Advisor Freedom Income A Mutual Fund	Mutual Funds	—	—	$7K	<0.1%
Fidelity Advisor Freedom 2010 A Mutual Fund	Mutual Funds	—	—	$5K	<0.1%
ABF International Equity A Mutual Fund	Other securities	—	—	$4K	<0.1%
29 CFR 2520.103-8 of the Department of Labor’s Rules and Regulations for Reporting and Disclosure under the	Mutual Funds	—	—	$3K	<0.1%