401(k) · DOL Form 5500 · 2022
Sage M Humphries Dds Ms Inc 401(k) Plan
Data updated 2026-08-25
- $730K
- Total assets Small plan by assets
- 38
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $19,213
- Avg per participant Low balance/head
Official DOL plan name: Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Sage M Humphries Dds Ms Inc · California · Healthcare & Social Assistance
$730K in assets, 38 participants
Sage M Humphries Dds Ms Inc's Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust reported $730K in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,655 in Healthcare & Social Assistance (20,060 peers)
Sage M Humphries Dds Ms Inc multi-year trail
Sage M Humphries Dds Ms Inc's plans moved +73.8% in assets from 2022 to 2024; this filing shows Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust at $730K / 38 participants.
- #3,655
- in Healthcare & Social Assistance (20,060 peers)
- -6.5%
- assets change YoY
The plan reported a net loss of $51K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$730,112 22nd percentile higher than 22% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & 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. Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust is a small filing (38 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 208540520 · Sage M Humphries Dds Ms Inc PY 2022 · 401(k)
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust · $730K · 38 · 22nd
- NET $730K
- BOOK 38
- VS-ST 22nd
- BOY 401(k)
- SCH near Consultiva Wealth Management Retirement Plan
- EBSA ind #3655
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 California →
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Sage M Humphries Dds Ms Inc multi-year asset trail
Sponsor-wide plan assets over time
All Sage M Humphries Dds Ms Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 73.76019021739131% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $730K |
| 2023 | 1 | 36 | $996K |
| 2024 | 1 | 47 | $1M |
Sage M Humphries Dds Ms Inc filing trail (2022)
| Total Assets (Beginning of Year) | $781K |
|---|---|
| Net Assets (End of Year) | $730K |
| Net Income | -$51K |
| Employer EIN | 208540520 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Consultiva Wealth Management Retirement Plan in PR ($730K); by covered participants it is Yarnell Electric 401(k) Plan in PA (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($730K here).
Similar participant headcount
Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.