401(k)
2022 plan-year 401(k) DOL Form 5500

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sauer Brands, Inc. · Virginia · Manufacturing

What the 2023 filing shows

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust holds $56M for 874 participants — about $64,615 per participant, down 21.6% over the 2022 plan year.

$56M
total plan assets (2022 EOY)
874
covered participants
$64,615
avg assets per participant
-21.6%
assets change YoY

The plan reported a net loss of $16M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$56M
Participants
874
State
Industry
Manufacturing

What the Filing Says About The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Sauer Brands, Inc., headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $56M in total end-of-year assets and covers 874 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 834457275, and the plan has been effective since 1956-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $72M at the beginning of 2022 to $56M at year-end — a decline of 21.6%. Net assets (after liabilities) closed the year at $56M, with reported net income of $-15,601,149 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$72M
Total Assets (End of Year)$56M
Net Assets (End of Year)$56M
Net Income$-15,601,149
Plan Type401(k)
Employer EIN834457275
Plan Effective Date1956-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Sauer Brands, Inc.)

Year Plans Participants Total Assets
2022 1 874 $56M
2023 1 896 $62M
2024 1 921 $69M

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Frequently Asked Questions

How much money is in the The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust holds $56M in total assets with 874 participants. It is sponsored by Sauer Brands, Inc..
What type of plan is The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust?
The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 1956-12-31. The plan is filed with the U.S. Department of Labor under EIN 834457275.
Who sponsors the The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust?
The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust is sponsored by Sauer Brands, Inc., located in Virginia. The sponsor's EIN is 834457275 and the plan operates in the Manufacturing industry.
How did The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust perform in 2022?
The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust declined by 21.6% during 2022, moving from $72M to $56M in total assets. Net income was $-15,601,149.
Where can I find official filings for The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 834457275 or plan name at efast.dol.gov.
How does The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 834457275.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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