Profit Sharing · DOL Form 5500 · 2022

Sak Group Inc. Profit Sharing Plan

Data updated 2026-08-25

$599K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$299,401
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sak Group Inc. Retirement Plan · Sponsored by Sak Group Inc. · Wisconsin · Other Services

$599K in assets, 2 participants

Sak Group Inc.'s Sak Group Inc. Retirement Plan reported $599K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,474 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Sak Group Inc. Retirement Plan ranks #3,474 of 8,398 2022 filers by assets (3352% of the sector average)-$599K for 2 participants.

#3,474
in Other Services (8,398 peers)
-20.4%
assets change YoY

The plan reported a net loss of $154K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sak Group Inc. Retirement Plan among the smaller filed plans by assets

Sak Group Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$598,801 20th percentile higher than 20% of 139,123 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 2022

Sak Group Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sak Group Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 853250941 · Sak Group Inc. PY 2022 · Profit Sharing

Sak Group Inc. Retirement Plan · $599K · 2 · 20th

  • PCT $599K
  • PCT 2
  • PCT 20th
  • PCT Profit Sharing
  • PCT near Loomis Puerto Rico Pre-Tax Savings Plan
  • PCT ind #3474

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 Other Services retirement plans → · Plans in Wisconsin →

Sak Group Inc. Retirement Plan in the asset neighbourhood

Sak Group Inc. Retirement PlanSak Group Inc. Retirement Pl…$599KLoomis Puerto Rico Pre-Tax Savings PlanLoomis Puerto Rico Pre-Tax S…$599KMatthew B. Cunningham, P.C. Profit Sharing PlanMatthew B. Cunningham, P.C. …$599KOwens Transport and Logistics, Inc. Profit Sharing PlanOwens Transport and Logistic…$599KAndrew K. Gavagan, M.D., P.C. Employees Profit Sharing TrustAndrew K. Gavagan, M.D., P.C…$599K
End-of-year total assets ($M) among Sak Group Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$752K
Net Assets (End of Year)$599K
Net Income-$154K
Employer EIN853250941
Plan Effective Date2020-10-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Sak Group Inc.)

Sponsor-wide plan assets over time

All Sak Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$602K 0.5355702478786776% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.6M $0.6M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $599K
2023 1 2 $107K
2024 1 2 $602K

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sak Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Sak Group Inc. Retirement Plan, Total assets ($B): 0.000598801 · Participants: 2Sak Group Inc. Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.171824153 · Participants: 5909The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.310344367 · Participants: 1344Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.27884786 · Participants: 1579Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Union Individual Account Retirement Fund, Total assets ($B): 0.249003783 · Participants: 2646Union Individual Account Retirement FundWestern Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.23891973 · Participants: 1142Western Wisconsin Electrical Workers Retirement Plan
Sak Group Inc. Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Sak Group Inc. Retirement Plan side-by-side with 3 peers →

Sak Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Loomis Puerto Rico Pre-Tax Savings Plan in PR ($599K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sak Group Inc. Retirement Plan assets move in 2022? ▼
Sak Group Inc. Retirement Plan declined sharply - down 20.4% during 2022, from $752K to $599K. Reported net income was -$154K.
How have Sak Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sak Group Inc.'s sponsor-wide assets grew 0.5%, from $599K to $602K.
Where does Sak Group Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Sak Group Inc. Retirement Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sak Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Loomis Puerto Rico Pre-Tax Savings Plan in PR ($599K, 114 participants).
Which Profit Sharing plans cover a similar participant headcount to Sak Group Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 853250941.

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.