401(k) · DOL Form 5500 · 2022

Blue Sage, Inc. 401(k) Plan

Data updated 2026-08-25

$527K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$527,494
Avg per participant High balance/head
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Official DOL plan name: Sigma Self Storage, Inc. 401(k) Profit Sharing Plan · Sponsored by Blue Sage, Inc. · Florida · Real Estate

$527K in assets, 1 participants

Blue Sage, Inc.'s Sigma Self Storage, Inc. 401(k) Profit Sharing Plan reported $527K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,614 in Real Estate (5,057 peers)

2022 asset change

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan declined sharply 15.2% in 2022 ($622K → $527K) for 1 participant.

#1,614
in Real Estate (5,057 peers)
-15.2%
assets change YoY

The plan reported a net loss of $95K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$527,494 19th percentile higher than 19% 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

Sigma Self Storage, Inc. 401(k) Profit Sharing 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. Sigma Self Storage, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 841845583 · Blue Sage, Inc. PY 2022 · 401(k)

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan · $527K · 1 · 19th

  • BOY $527K
  • SCH 1
  • EBSA 19th
  • PART 401(k)
  • TYPE near Teksol Integration Group Retirement Plan
  • NET ind #1614

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 Florida →

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sigma Self Storage, Inc. 401(k) Profit Sharing PlanSigma Self Storage, Inc. 401…$527KTeksol Integration Group Retirement PlanTeksol Integration Group Ret…$527KBuilding Construction Associates, Inc. 401(k) PlanBuilding Construction Associ…$528KTimloubrin Justified Inc. 401(k) PlanTimloubrin Justified Inc. 40…$528KLumicare 401(k) Plan$527K
End-of-year total assets ($M) among Sigma Self Storage, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Blue Sage, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Blue Sage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$516K 2.271495031223104% vs 2022
2024 filing year
$0.51M$0.52M$0.53M$0.54M$0.55M$0.56M 202220232024 $0.53M $0.52M ▼ -1.9%
Year Plans Participants Total Assets
2022 1 1 $527K
2023 1 1 $549K
2024 1 1 $516K

2022 asset-move particulars

Total Assets (Beginning of Year)$622K
Net Assets (End of Year)$527K
Net Income-$95K
Employer EIN841845583
Plan Effective Date2019-05-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Sigma Self Storage, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000527494 · Participants: 1Sigma Self Storage, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Sigma Self Storage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Teksol Integration Group Retirement Plan in PR ($527K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($527K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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.

Frequently Asked Questions

How did Sigma Self Storage, Inc. 401(k) Profit Sharing Plan assets move in 2022?
Sigma Self Storage, Inc. 401(k) Profit Sharing Plan declined sharply - down 15.2% during 2022, from $622K to $527K. Reported net income was -$95K.
How have Blue Sage, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Blue Sage, Inc.'s sponsor-wide assets declined 2.3%, from $527K to $516K.
Where does Sigma Self Storage, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Sigma Self Storage, Inc. 401(k) Profit Sharing Plan ranks in the 19th 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 401(k) plans are similar in size to Sigma Self Storage, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Teksol Integration Group Retirement Plan in PR ($527K, 56 participants).
Which 401(k) plans cover a similar participant headcount to Sigma Self Storage, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).