401(k) · DOL Form 5500 · 2022

Sag Aftra 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
402
Participants Below avg headcount
87th
Percentile by assets National rank
$107,188
Avg per participant Below avg balance/head
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Official DOL plan name: Sag-Aftra 401(k) Retirement Plan · Sponsored by Sag Aftra · California · Information & Media

$43M in assets, 402 participants

Sag Aftra's Sag-Aftra 401(k) Retirement Plan reported $43M in total assets and 402 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,352 in Information & Media (2,911 peers)

Where Sag-Aftra 401(k) Retirement Plan sits by assets

Sag-Aftra 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 402 participants (~$107,188/participant), down 13.9% in 2022.

#2,352
in Information & Media (2,911 peers)
-13.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sag-Aftra 401(k) Retirement Plan's outsized position by total assets

Sag-Aftra 401(k) Retirement Plan vs every filed plan by assets

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

$43,089,392 Top 13% higher than 87% 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-Aftra 401(k) Retirement 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-Aftra 401(k) Retirement Plan sits mid-pack in the medium band (402 participants).

Plan-year Form 5500 strip

Filing strip 454931719 · Sag Aftra PY 2022 · 401(k)

Sag-Aftra 401(k) Retirement Plan · $43M · 402 · 87th

  • EOY $43M
  • EOY 402
  • EOY 87th
  • EOY 401(k)
  • EOY near Landmark Credit Union 401(k) Plan and Trust
  • EOY ind #2352

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 Information & Media retirement plans → · Plans in California →

Sag-Aftra 401(k) Retirement Plan in the asset neighbourhood

Sag-Aftra 401(k) Retirement PlanSag-Aftra 401(k) Retirement …$43MLandmark Credit Union 401(k) Plan and TrustLandmark Credit Union 401(k)…$43MCarthage Area Hospital 401(k) PlanCarthage Area Hospital 401(k…$43MSummit Dental Consulting 401(k) Profit Sharing PlanSummit Dental Consulting 401…$43MCommunity Services Group 401(k) Retirement PlanCommunity Services Group 401…$43M
End-of-year total assets ($M) among Sag-Aftra 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$43M
Net Income-$7M
Employer EIN454931719
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sag Aftra)

Sponsor-wide plan assets over time

All Sag Aftra plans reported in each filing year

Latest sponsor-wide plan assets
$58M 34.771363216264454% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.1M $58.1M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 402 $43M
2023 1 463 $51M
2024 1 502 $58M

Nearby 401(k) Plans in California

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

Sag-Aftra 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sag-Aftra 401(k) Retirement Plan, Total assets ($B): 0.043089392 · Participants: 402Sag-Aftra 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Sag-Aftra 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Sag-Aftra 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Landmark Credit Union 401(k) Plan and Trust in WI ($43M); by covered participants it is Miller, Canfield, Paddock & Stone P.L.C. 401(k) Capital Accumulation Plan in MI (402 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 Sag-Aftra 401(k) Retirement Plan assets move in 2022?
Sag-Aftra 401(k) Retirement Plan pulled back noticeably - down 13.9% during 2022, from $50M to $43M. Reported net income was -$7M.
How have Sag Aftra plan assets changed over time?
Across 3 plan years on file (2022-2024), Sag Aftra's sponsor-wide assets grew 34.8%, from $43M to $58M.
Where does Sag-Aftra 401(k) Retirement Plan rank by assets among Form 5500 filers?
Sag-Aftra 401(k) Retirement Plan ranks in the 87th 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 Sag-Aftra 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Landmark Credit Union 401(k) Plan and Trust in WI ($43M, 812 participants).
Which 401(k) plans cover a similar participant headcount to Sag-Aftra 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Miller, Canfield, Paddock & Stone P.L.C. 401(k) Capital Accumulation Plan in MI (402 participants, $214M in assets).