401(k) · DOL Form 5500 · 2022

Sgm Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
51
Participants Small participant base
44th
Percentile by assets National rank
$69,239
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sgm Engineering, Inc. 401(k) Plan · Sponsored by Sgm Engineering, Inc. · Florida · Professional & Technical Services

$4M in assets, 51 participants

Sgm Engineering, Inc.'s Sgm Engineering, Inc. 401(k) Plan reported $4M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,830 in Professional & Technical Services (21,562 peers)

Sgm Engineering, Inc. multi-year trail

Sgm Engineering, Inc.'s plans moved +53.6% in assets from 2022 to 2024; this filing shows Sgm Engineering, Inc. 401(k) Plan at $4M / 51 participants.

#8,830
in Professional & Technical Services (21,562 peers)
-16.5%
assets change YoY

The plan reported a net loss of $696K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sgm Engineering, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sgm Engineering, Inc. 401(k) Plan vs every filed plan by assets

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

$3,531,164 44th percentile higher than 44% 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

Sgm Engineering, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sgm Engineering, Inc. 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 593101052 · Sgm Engineering, Inc. PY 2022 · 401(k)

Sgm Engineering, Inc. 401(k) Plan · $4M · 51 · 44th

  • EBSA $4M
  • PART 51
  • TYPE 44th
  • NET 401(k)
  • BOOK near Levitronix Technologies Inc. Retirement Savings Plan
  • VS-ST ind #8830

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 Professional & Technical Services retirement plans → · Plans in Florida →

Sgm Engineering, Inc. 401(k) Plan in the asset neighbourhood

Sgm Engineering, Inc. 401(k) PlanSgm Engineering, Inc. 401(k)…$4MLevitronix Technologies Inc. Retirement Savings PlanLevitronix Technologies Inc.…$4MMeadowland of Carmel 401(k) PlanMeadowland of Carmel 401(k) …$4MChildren's Physicians Medical Group, Inc. Salary Savings PlanChildren's Physicians Medica…$4MBirchcrest Tree and Landscape Inc 401(k) Profit Sharing Plan & TrustBirchcrest Tree and Landscap…$4M
End-of-year total assets ($M) among Sgm Engineering, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sgm Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sgm Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 53.602778007478555% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.53M $5.42M ▲ +53.5%
Year Plans Participants Total Assets
2022 1 51 $4M
2023 1 50 $4M
2024 1 54 $5M

Sgm Engineering, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$696K
Employer EIN593101052
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sgm Engineering, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Sgm Engineering, Inc. 401(k) Plan, Total assets ($B): 0.003531164 · Participants: 51Sgm Engineering, Inc. 401(k) 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
Sgm Engineering, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Sgm Engineering, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Levitronix Technologies Inc. Retirement Savings Plan in MA ($4M); by covered participants it is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 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 Sgm Engineering, Inc. 401(k) Plan assets move in 2022?
Sgm Engineering, Inc. 401(k) Plan declined sharply - down 16.5% during 2022, from $4M to $4M. Reported net income was -$696K.
How have Sgm Engineering, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sgm Engineering, Inc.'s sponsor-wide assets grew 53.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Sgm Engineering, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Levitronix Technologies Inc. Retirement Savings Plan in MA ($4M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Sgm Engineering, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants, $11M in assets).