401(k) · DOL Form 5500 · 2022

Sag Harbor Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
125
Participants Small participant base
46th
Percentile by assets National rank
$31,327
Avg per participant Low balance/head
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Official DOL plan name: Sag Harbor Industries, Inc. 401(k) Plan · Sponsored by Sag Harbor Industries, Inc. · New York · Manufacturing

$4M in assets, 125 participants

Sag Harbor Industries, Inc.'s Sag Harbor Industries, Inc. 401(k) Plan reported $4M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,941 in Manufacturing (20,602 peers)

Coverage in New York

Sag Harbor Industries, Inc. 401(k) Plan covers 125 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $4M.

#5,941
in Manufacturing (20,602 peers)
-14.2%
assets change YoY

The plan reported a net loss of $649K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sag Harbor Industries, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Sag Harbor Industries, Inc. 401(k) Plan vs every filed plan by assets

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

$3,915,929 46th percentile higher than 46% 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

Sag Harbor Industries, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sag Harbor Industries, Inc. 401(k) Plan sits mid-pack in the medium band (125 participants).

Form 5500 schedule snapshot

Filing strip 111867789 · Sag Harbor Industries, Inc. PY 2022 · 401(k)

Sag Harbor Industries, Inc. 401(k) Plan · $4M · 125 · 46th

  • PART $4M
  • TYPE 125
  • NET 46th
  • BOOK 401(k)
  • VS-ST near Harrod Concrete Profit Sharing Plan
  • BOY ind #5941

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 Manufacturing retirement plans → · Plans in New York →

Sag Harbor Industries, Inc. 401(k) Plan in the asset neighbourhood

Sag Harbor Industries, Inc. 401(k) PlanSag Harbor Industries, Inc. …$4MHarrod Concrete Profit Sharing PlanHarrod Concrete Profit Shari…$4MInvestment Property Group Ut 401(k) PlanInvestment Property Group Ut…$4MR & H Mechanical, LLC 401(k) Retirement Savings PlanR & H Mechanical, LLC 401(k)…$4MMtt Corporation 401(k) Plan$4M
End-of-year total assets ($M) among Sag Harbor Industries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$649K
Employer EIN111867789
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sag Harbor Industries, Inc.)

Sponsor-wide plan assets over time

All Sag Harbor Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.544410279144486% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.92M $5.19M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 125 $4M
2023 1 129 $5M
2024 1 129 $5M

Nearby 401(k) Plans in New York

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

Sag Harbor Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sag Harbor Industries, Inc. 401(k) Plan, Total assets ($B): 0.003915929 · Participants: 125Sag Harbor Industries, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Sag Harbor Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sag Harbor Industries, Inc. 401(k) Plan side-by-side with 3 peers →

Sag Harbor Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Harrod Concrete Profit Sharing Plan in KY ($4M); by covered participants it is California Premier Roofscapes, Inc. 401(k) Plan in CA (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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.

Frequently Asked Questions

How did Sag Harbor Industries, Inc. 401(k) Plan assets move in 2022? ▼
Sag Harbor Industries, Inc. 401(k) Plan pulled back noticeably - down 14.2% during 2022, from $5M to $4M. Reported net income was -$649K.
How have Sag Harbor Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sag Harbor Industries, Inc.'s sponsor-wide assets grew 32.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Sag Harbor Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harrod Concrete Profit Sharing Plan in KY ($4M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Sag Harbor Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is California Premier Roofscapes, Inc. 401(k) Plan in CA (125 participants, N/A 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 111867789.

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.