401(k) · DOL Form 5500 · 2022
Sugarcrm Inc. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 278
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $86,283
- Avg per participant Below avg balance/head
Official DOL plan name: Sugarcrm Inc. Retirement Trust · Sponsored by Sugarcrm Inc. · California · Professional & Technical Services
$24M in assets, 278 participants
Sugarcrm Inc.'s Sugarcrm Inc. Retirement Trust reported $24M in total assets and 278 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #17,305 in Professional & Technical Services (21,562 peers)
Coverage in California
Sugarcrm Inc. Retirement Trust covers 278 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $24M.
- #17,305
- in Professional & Technical Services (21,562 peers)
- -12.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sugarcrm Inc. Retirement Trust's outsized position by total assets
Sugarcrm Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,986,585 Top 20% higher than 80% 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
Sugarcrm Inc. Retirement Trust 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. Sugarcrm Inc. Retirement Trust sits mid-pack in the medium band (278 participants).
Form 5500 schedule snapshot
Filing strip 201173875 · Sugarcrm Inc. PY 2022 · 401(k)
Sugarcrm Inc. Retirement Trust · $24M · 278 · 80th
- IND $24M
- EOY 278
- 5500 80th
- ASSETS 401(k)
- PCT near Metz Culinary Management, LLC 401(k) Plan
- EIN ind #17305
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 California →
Sugarcrm Inc. Retirement Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$3M |
| Employer EIN | 201173875 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sugarcrm Inc.)
Sponsor-wide plan assets over time
All Sugarcrm Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 34.9703011078901% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 278 | $24M |
| 2023 | 1 | 226 | $28M |
| 2024 | 1 | 225 | $32M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Sugarcrm Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Metz Culinary Management, LLC 401(k) Plan in PA ($24M); by covered participants it is Laird Technologies, Inc. 401(k) and Profit Sharing Plan in MO (278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Metz Culinary Management, LLC 401(k) Plan (PA) $24M · 5,520
- Citizens National Bancshares of Bossier, Inc Employee Stock Ownership Plan (LA) $24M · 191
- Shl US LLC 401(k) Plan (MN) $24M · 219
- Rusken Packaging, Inc. 401(k) Plan (AL) $24M · 543
Similar participant headcount
Nearest other-state filings by covered participants (278 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.