401(k) · DOL Form 5500 · 2022

Sgi, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
85
Participants Small participant base
64th
Percentile by assets National rank
$115,259
Avg per participant Below avg balance/head
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Official DOL plan name: Sgi, Inc. 401(k) Profit Sharing Plan · Sponsored by Sgi, Inc. · California · Professional & Technical Services

$10M in assets, 85 participants

Sgi, Inc.'s Sgi, Inc. 401(k) Profit Sharing Plan reported $10M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,637 in Professional & Technical Services (21,562 peers)

Sgi, Inc. multi-year trail

Sgi, Inc.'s plans moved +55.5% in assets from 2022 to 2024; this filing shows Sgi, Inc. 401(k) Profit Sharing Plan at $10M / 85 participants.

#13,637
in Professional & Technical Services (21,562 peers)
-13.2%
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.

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

Sgi, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,797,014 Top 36% higher than 64% 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

Sgi, Inc. 401(k) Profit Sharing 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. Sgi, Inc. 401(k) Profit Sharing Plan is a small filing (85 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 222365834 · Sgi, Inc. PY 2022 · 401(k)

Sgi, Inc. 401(k) Profit Sharing Plan · $10M · 85 · 64th

  • NET $10M
  • NET 85
  • NET 64th
  • NET 401(k)
  • NET near Shaub-Ellison Company 401(k) Profit Sharing Plan and Trust
  • NET ind #13637

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 →

Sgi, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sgi, Inc. 401(k) Profit Sharing PlanSgi, Inc. 401(k) Profit Shar…$10MShaub-Ellison Company 401(k) Profit Sharing Plan and TrustShaub-Ellison Company 401(k)…$10MRg Industries, Inc. Profit Sharing PlanRg Industries, Inc. Profit S…$10MHigh Bar Brands 401(k) Plan$10MSav-Mor Mechanical, Inc. 401(k) Savings PlanSav-Mor Mechanical, Inc. 401…$10M
End-of-year total assets ($M) among Sgi, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sgi, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sgi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 55.48911127410862% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.8M $15.2M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 85 $10M
2023 1 107 $13M
2024 1 148 $15M

Sgi, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN222365834
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sgi, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sgi, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.009797014 · Participants: 85Sgi, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Sgi, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sgi, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sgi, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Shaub-Ellison Company 401(k) Profit Sharing Plan and Trust in WA ($10M); by covered participants it is Dwight W. Andrus Insurance, Inc. 401(k) Plan in LA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Sgi, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Sgi, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.2% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Sgi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sgi, Inc.'s sponsor-wide assets grew 55.5%, from $10M to $15M.
Which 401(k) plans are similar in size to Sgi, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shaub-Ellison Company 401(k) Profit Sharing Plan and Trust in WA ($10M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Sgi, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dwight W. Andrus Insurance, Inc. 401(k) Plan in LA (85 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 222365834.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.