401(k) · DOL Form 5500 · 2022

Sarsen Capital Services, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
52
Participants Small participant base
80th
Percentile by assets National rank
$467,547
Avg per participant High balance/head
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Official DOL plan name: Sarsen Capital 401(k) Plan and Trust · Sponsored by Sarsen Capital Services, LLC · Ohio · Finance & Insurance

$24M in assets, 52 participants

Sarsen Capital Services, LLC's Sarsen Capital 401(k) Plan and Trust reported $24M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,304 in Finance & Insurance (9,261 peers)

Where Sarsen Capital 401(k) Plan and Trust sits by assets

Sarsen Capital 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $24M for 52 participants (~$467,547/participant), up 136.4% in 2022.

#6,304
in Finance & Insurance (9,261 peers)
+136.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sarsen Capital 401(k) Plan and Trust's outsized position by total assets

Sarsen Capital 401(k) Plan and Trust vs every filed plan by assets

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

$24,312,452 Top 20% higher than 80% 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

Sarsen Capital 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sarsen Capital 401(k) Plan and Trust is a small filing (52 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 461235280 · Sarsen Capital Services, LLC PY 2022 · 401(k)

Sarsen Capital 401(k) Plan and Trust · $24M · 52 · 80th

  • PHOTO $24M
  • PHOTO 52
  • PHOTO 80th
  • PHOTO 401(k)
  • PHOTO near Vali Cooper and Associates Profit Sharing Plan
  • PHOTO ind #6304

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 Ohio →

Sarsen Capital 401(k) Plan and Trust in the asset neighbourhood

Sarsen Capital 401(k) Plan and TrustSarsen Capital 401(k) Plan a…$24MVali Cooper and Associates Profit Sharing PlanVali Cooper and Associates P…$24MOur Daily Bread Ministries 401(k) PlanOur Daily Bread Ministries 4…$24MAir Treatment 401(k) Plan$24MConstellium Muscle Shoals Group Savings and Investment Plan for Hourly EmployeesConstellium Muscle Shoals Gr…$24M
End-of-year total assets ($M) among Sarsen Capital 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$24M
Net Income$14M
Employer EIN461235280
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sarsen Capital Services, LLC)

Sponsor-wide plan assets over time

All Sarsen Capital Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 60.066783885064325% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $24.3M $38.9M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 52 $24M
2023 1 53 $33M
2024 1 57 $39M

Nearby 401(k) Plans in Ohio

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

Sarsen Capital 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Sarsen Capital 401(k) Plan and Trust, Total assets ($B): 0.024312452 · Participants: 52Sarsen Capital 401(k) Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Sarsen Capital 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

Sarsen Capital 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Vali Cooper and Associates Profit Sharing Plan in CA ($24M); by covered participants it is Maserati North America, Inc. 401(k) Plan in MI (52 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 Sarsen Capital 401(k) Plan and Trust assets move in 2022?
Sarsen Capital 401(k) Plan and Trust surged - up 136.4% during 2022, from $10M to $24M. Reported net income was $14M.
How have Sarsen Capital Services, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Sarsen Capital Services, LLC's sponsor-wide assets grew 60.1%, from $24M to $39M.
Where does Sarsen Capital 401(k) Plan and Trust rank by assets among Form 5500 filers?
Sarsen Capital 401(k) Plan and Trust ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sarsen Capital 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Vali Cooper and Associates Profit Sharing Plan in CA ($24M, 209 participants).
Which 401(k) plans cover a similar participant headcount to Sarsen Capital 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Maserati North America, Inc. 401(k) Plan in MI (52 participants, N/A in assets).