401(k) · DOL Form 5500 · 2022

Sage Hospitality Resources, LLC 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
4,263
Participants Above avg headcount
89th
Percentile by assets National rank
$13,250
Avg per participant Low balance/head
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Official DOL plan name: Sage 401(k) Retirement & Savings Plan · Sponsored by Sage Hospitality Resources, LLC · Colorado · Food Services & Accommodation

$56M in assets, 4,263 participants

Sage Hospitality Resources, LLC's Sage 401(k) Retirement & Savings Plan reported $56M in total assets and 4,263 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,469 in Food Services & Accommodation (4,592 peers)

Coverage in Colorado

Sage 401(k) Retirement & Savings Plan covers 4,263 participants in Colorado, 11x the typical Colorado plan (state average ~376 per filing). Assets: $56M.

#4,469
in Food Services & Accommodation (4,592 peers)
-16.6%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sage 401(k) Retirement & Savings Plan's outsized position by total assets

Sage 401(k) Retirement & Savings Plan vs every filed plan by assets

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

$56,483,258 Top 11% higher than 89% 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

Sage 401(k) Retirement & Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sage 401(k) Retirement & Savings Plan lands in the large band (4,263 participants).

Plan-year Form 5500 strip

Filing strip 841273343 · Sage Hospitality Resources, LLC PY 2022 · 401(k)

Sage 401(k) Retirement & Savings Plan · $56M · 4,263 · 89th

  • 5500 $56M
  • ASSETS 4,263
  • PCT 89th
  • EIN 401(k)
  • RANK near Intervision Systems, LLC. 401(k) Profit Sharing Plan
  • PHOTO ind #4469

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 Food Services & Accommodation retirement plans → · Plans in Colorado →

Sage 401(k) Retirement & Savings Plan in the asset neighbourhood

Intervision Systems, LLC. 401(k) Profit Sharing PlanIntervision Systems, LLC. 40…$56MSage 401(k) Retirement & Savings PlanSage 401(k) Retirement & Sav…$56MMascoma Bank 401(k) Profit Sharing PlanMascoma Bank 401(k) Profit S…$56MThe Sauer Brands, Inc. 401(k) Profit Sharing Plan & TrustThe Sauer Brands, Inc. 401(k…$56MMorongo Band of Mission Indians 401(k) Retirement PlanMorongo Band of Mission Indi…$56M
End-of-year total assets ($M) among Sage 401(k) Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$56M
Net Income-$11M
Employer EIN841273343
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sage Hospitality Resources, LLC)

Sponsor-wide plan assets over time

All Sage Hospitality Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$81M 43.85622727357547% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.5M $81.3M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 4,263 $56M
2023 1 5,451 $71M
2024 1 5,436 $81M

Nearby 401(k) Plans in Colorado

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

Sage 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. 0200004000060000 -10123 Total assets ($B) Participants Sage 401(k) Retirement & Savings Plan, Total assets ($B): 0.056483258 · Participants: 4263Sage 401(k) Retirement & Savings PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Sage 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sage 401(k) Retirement & Savings Plan side-by-side with 3 peers →

Sage 401(k) Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Intervision Systems, LLC. 401(k) Profit Sharing Plan in MO ($56M); by covered participants it is Tbc Retail 401(k) Plan in FL (4,263 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,263 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 Sage 401(k) Retirement & Savings Plan assets move in 2022? ▼
Sage 401(k) Retirement & Savings Plan declined sharply - down 16.6% during 2022, from $68M to $56M. Reported net income was -$11M.
How have Sage Hospitality Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Hospitality Resources, LLC's sponsor-wide assets grew 43.9%, from $56M to $81M.
Where does Sage 401(k) Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Sage 401(k) Retirement & Savings Plan ranks in the 89th 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 Sage 401(k) Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intervision Systems, LLC. 401(k) Profit Sharing Plan in MO ($56M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Sage 401(k) Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tbc Retail 401(k) Plan in FL (4,263 participants, $79M 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 841273343.

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.