401(k) · DOL Form 5500 · 2022
Sauer Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 351
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $129,799
- Avg per participant Near avg balance/head
Official DOL plan name: Sauer Holdings, Inc. Savings and Retirement Plan · Sponsored by Sauer Holdings, Inc. · Pennsylvania · Construction
$46M in assets, 351 participants
Sauer Holdings, Inc.'s Sauer Holdings, Inc. Savings and Retirement Plan reported $46M in total assets and 351 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.
- #8,490 in Construction (9,927 peers)
Coverage in Pennsylvania
Sauer Holdings, Inc. Savings and Retirement Plan covers 351 participants in Pennsylvania, about 43% of the average Pennsylvania filer (state average ~822 per filing). Assets: $46M.
- #8,490
- in Construction (9,927 peers)
- -15.0%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sauer Holdings, Inc. Savings and Retirement Plan's outsized position by total assets
Sauer Holdings, Inc. Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$45,559,500 Top 13% higher than 87% 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
Sauer Holdings, Inc. Savings and 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. Sauer Holdings, Inc. Savings and Retirement Plan sits mid-pack in the medium band (351 participants).
Form 5500 schedule snapshot
Filing strip 251847425 · Sauer Holdings, Inc. PY 2022 · 401(k)
Sauer Holdings, Inc. Savings and Retirement Plan · $46M · 351 · 87th
- PHOTO $46M
- PHOTO 351
- PHOTO 87th
- PHOTO 401(k)
- PHOTO near Linedata Services 401(k) Plan
- PHOTO ind #8490
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 Construction retirement plans → · Plans in Pennsylvania →
Sauer Holdings, Inc. Savings and Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$8M |
| Employer EIN | 251847425 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sauer Holdings, Inc.)
Sponsor-wide plan assets over time
All Sauer Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $54M 19.486846870575842% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 351 | $46M |
| 2023 | 1 | 354 | $50M |
| 2024 | 1 | 383 | $54M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Sauer Holdings, Inc. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Linedata Services 401(k) Plan in MA ($46M); by covered participants it is Natrol 401(k) Profit Sharing Plan in CA (351 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Linedata Services 401(k) Plan (MA) $46M · 154
- Diamond Products Limited 401(k) and Profit Sharing Plan (OH) $46M · 305
- Urban Health Plan, Inc. 401(k) Plan (NY) $46M · 922
- U. S. Retirement Partners 401(k) Plan (NJ) $46M · 708
Similar participant headcount
Nearest other-state filings by covered participants (351 participants); asset peers above are excluded.
- Natrol 401(k) Profit Sharing Plan (CA) 351 · 0 off
- Pmg Retirement Savings Plan (TX) 351 · 0 off
- Ocado Solutions USA 401(k) Plan (VA) 351 · 0 off
- Conning & Company (U.S.) Retirement Savings Plan (CT) 351 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.