401(k) · DOL Form 5500 · 2022

Sac Finance, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
231
Participants Below avg headcount
57th
Percentile by assets National rank
$29,491
Avg per participant Low balance/head
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Official DOL plan name: Sac Finance, Inc. 401(k) Plan · Sponsored by Sac Finance, Inc. · Indiana · Retail Trade

$7M in assets, 231 participants

Sac Finance, Inc.'s Sac Finance, Inc. 401(k) Plan reported $7M in total assets and 231 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #6,390 in Retail Trade (9,519 peers)

Coverage in Indiana

Sac Finance, Inc. 401(k) Plan covers 231 participants in Indiana, about 43% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#6,390
in Retail Trade (9,519 peers)
-16.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sac Finance, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Sac Finance, Inc. 401(k) Plan vs every filed plan by assets

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

$6,812,515 Top 43% higher than 57% 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

Sac Finance, 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. Sac Finance, Inc. 401(k) Plan sits mid-pack in the medium band (231 participants).

Plan-year Form 5500 strip

Filing strip 351968714 · Sac Finance, Inc. PY 2022 · 401(k)

Sac Finance, Inc. 401(k) Plan · $7M · 231 · 57th

  • SCH $7M
  • EBSA 231
  • PART 57th
  • TYPE 401(k)
  • NET near Sierra Club 401(k) Plan for Sierra Employee Alliance
  • BOOK ind #6390

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 Retail Trade retirement plans → · Plans in Indiana →

Sac Finance, Inc. 401(k) Plan in the asset neighbourhood

Sac Finance, Inc. 401(k) Plan$7MSierra Club 401(k) Plan for Sierra Employee AllianceSierra Club 401(k) Plan for …$7MLightways Hospice and Serious Illness Care 401(k) PlanLightways Hospice and Seriou…$7MDiversified Health Care 401(k) PlanDiversified Health Care 401(…$7MMiddle Georgia Anesthesia Associates, P. C. 401 K PlanMiddle Georgia Anesthesia As…$7M
End-of-year total assets ($M) among Sac Finance, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN351968714
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sac Finance, Inc.)

Sponsor-wide plan assets over time

All Sac Finance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.857293525225266% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.81M $8.57M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 231 $7M
2023 1 238 $8M
2024 1 307 $9M

Nearby 401(k) Plans in Indiana

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

Sac Finance, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Sac Finance, Inc. 401(k) Plan, Total assets ($B): 0.006812515 · Participants: 231Sac Finance, Inc. 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sac Finance, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

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

Outside Indiana, the nearest 401(k) by assets is Sierra Club 401(k) Plan for Sierra Employee Alliance in CA ($7M); by covered participants it is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Sac Finance, Inc. 401(k) Plan assets move in 2022?
Sac Finance, Inc. 401(k) Plan declined sharply - down 16.0% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Sac Finance, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sac Finance, Inc.'s sponsor-wide assets grew 25.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Sac Finance, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Sierra Club 401(k) Plan for Sierra Employee Alliance in CA ($7M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Sac Finance, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Thousandeyes, Inc. 401(k) Retirement Plan in CA (231 participants, N/A in assets).