401(k) · DOL Form 5500 · 2022
Sax LLP 401(k) Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 244
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $226,866
- Avg per participant Above avg balance/head
Official DOL plan name: Sax LLP Savings and Investment Plan · Sponsored by Sax LLP · New Jersey · Professional & Technical Services
$55M in assets, 244 participants
Sax LLP's Sax LLP Savings and Investment Plan reported $55M in total assets and 244 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.
- #19,380 in Professional & Technical Services (21,562 peers)
Coverage in New Jersey
Sax LLP Savings and Investment Plan covers 244 participants in New Jersey, about 29% of the average New Jersey filer (state average ~844 per filing). Assets: $55M.
- #19,380
- in Professional & Technical Services (21,562 peers)
- -7.7%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sax LLP Savings and Investment Plan's outsized position by total assets
Sax LLP Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$55,355,257 Top 11% higher than 89% 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
Sax LLP Savings and Investment 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. Sax LLP Savings and Investment Plan sits mid-pack in the medium band (244 participants).
Published 5500 schedule card
Filing strip 812950760 · Sax LLP PY 2022 · 401(k)
Sax LLP Savings and Investment Plan · $55M · 244 · 89th
- TYPE $55M
- TYPE 244
- TYPE 89th
- TYPE 401(k)
- TYPE near Valtir 401(k) Plan
- TYPE ind #19380
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 New Jersey →
Sax LLP Savings and Investment Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$5M |
| Employer EIN | 812950760 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sax LLP)
Sponsor-wide plan assets over time
All Sax LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 39.86258251858536% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $55M |
| 2023 | 1 | 292 | $66M |
| 2024 | 1 | 317 | $77M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Sax LLP Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Valtir 401(k) Plan in TX ($55M); by covered participants it is Thomas James Homes, LLC 401(k) Plan in CA (244 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Valtir 401(k) Plan (TX) $55M · 488
- Rss Retirement Plan (CA) $55M · 449
- Innovage 401(k) Plan (CO) $55M · 1,876
- Laz Karp Associates, LLC 401(k) Plan (CT) $55M · 5,240
Similar participant headcount
Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.
- Thomas James Homes, LLC 401(k) Plan (CA) 244 · 0 off
- Calbag Metals Company Profit Sharing Plan (OR) 244 · 0 off
- Sherrill, Inc. 401(k) Profit Sharing Plan & Trust (NC) 244 · 0 off
- Erdman, Anthony Holding Company, Inc. 401(k) Plan (NY) 244 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.