401(k) · DOL Form 5500 · 2022

Sagicor Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
163
Participants Small participant base
76th
Percentile by assets National rank
$115,783
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sagicor Life Insurance Company Retirement Savings Plan · Sponsored by Sagicor Life Insurance Company · Arizona · Finance & Insurance

$19M in assets, 163 participants

Sagicor Life Insurance Company's Sagicor Life Insurance Company Retirement Savings Plan reported $19M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,807 in Finance & Insurance (9,261 peers)

Coverage in Arizona

Sagicor Life Insurance Company Retirement Savings Plan covers 163 participants in Arizona, about 29% of the average Arizona filer (state average ~564 per filing). Assets: $19M.

#5,807
in Finance & Insurance (9,261 peers)
-31.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sagicor Life Insurance Company Retirement Savings Plan's outsized position by total assets

Sagicor Life Insurance Company Retirement Savings Plan vs every filed plan by assets

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

$18,872,583 Top 24% higher than 76% 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

Sagicor Life Insurance Company Retirement Savings 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. Sagicor Life Insurance Company Retirement Savings Plan sits mid-pack in the medium band (163 participants).

Plan-year Form 5500 strip

Filing strip 741915841 · Sagicor Life Insurance Company PY 2022 · 401(k)

Sagicor Life Insurance Company Retirement Savings Plan · $19M · 163 · 76th

  • 5500 $19M
  • ASSETS 163
  • PCT 76th
  • EIN 401(k)
  • RANK near Weiler Arnow Mgt. Co., Inc. 401(k) Savings and Profit Sharing Plan
  • PHOTO ind #5807

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 Finance & Insurance retirement plans → · Plans in Arizona →

Sagicor Life Insurance Company Retirement Savings Plan in the asset neighbourhood

Sagicor Life Insurance Company Retirement Savings PlanSagicor Life Insurance Compa…$19MWeiler Arnow Mgt. Co., Inc. 401(k) Savings and Profit Sharing PlanWeiler Arnow Mgt. Co., Inc. …$19MBanco Bradesco S.a. 401(k) Savings PlanBanco Bradesco S.a. 401(k) S…$19MPessin Katz Law, PA 401(k) PlanPessin Katz Law, PA 401(k) P…$19MThoughtspot Inc 401(k) Profit Sharing Plan & TrustThoughtspot Inc 401(k) Profi…$19M
End-of-year total assets ($M) among Sagicor Life Insurance Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$19M
Net Income-$9M
Employer EIN741915841
Plan Effective Date1996-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sagicor Life Insurance Company)

Sponsor-wide plan assets over time

All Sagicor Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$23M 22.5310494064326% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $18.9M $23.1M ▲ +22.5%
Year Plans Participants Total Assets
2022 1 163 $19M
2023 1 158 $22M
2024 1 161 $23M

Nearby 401(k) Plans in Arizona

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

Sagicor Life Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Sagicor Life Insurance Company Retirement Savings Plan, Total assets ($B): 0.018872583 · Participants: 163Sagicor Life Insurance Company Retirement Savings PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Sagicor Life Insurance Company Retirement Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Sagicor Life Insurance Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Weiler Arnow Mgt. Co., Inc. 401(k) Savings and Profit Sharing Plan in NY ($19M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Sagicor Life Insurance Company Retirement Savings Plan assets move in 2022?
Sagicor Life Insurance Company Retirement Savings Plan contracted severely - down 31.6% during 2022, from $28M to $19M. Reported net income was -$9M.
How have Sagicor Life Insurance Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Sagicor Life Insurance Company's sponsor-wide assets grew 22.5%, from $19M to $23M.
Where does Sagicor Life Insurance Company Retirement Savings Plan rank by assets among Form 5500 filers?
Sagicor Life Insurance Company Retirement Savings Plan ranks in the 76th 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 Sagicor Life Insurance Company Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Weiler Arnow Mgt. Co., Inc. 401(k) Savings and Profit Sharing Plan in NY ($19M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Sagicor Life Insurance Company Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 participants, N/A in assets).