401(k) · DOL Form 5500 · 2022

Sage Valley, LLC 401(k) Plan

Q: How did Sage Valley LLC Retirement Plan assets move in 2022?

Sage Valley LLC Retirement Plan pulled back noticeably - down 12.8% during 2022, from $4M to $3M. Reported net income was -$462K.

Q: Which 401(k) plans are similar in size to Sage Valley LLC Retirement Plan?

Among 401(k) plans in other states, the closest by assets is Monroe Tool & Manufacturing Co 401 (K) in OH ($3M, 10 participants).

Q: Which 401(k) plans cover a similar participant headcount to Sage Valley LLC Retirement Plan?

Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M in assets).

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 125
Participants Small participant base: 41st
Percentile by assets National rank: $25,098
Avg per participant Low balance/head

PlainRetire home → About this data

Official DOL plan name: Sage Valley LLC Retirement Plan · Sponsored by Sage Valley, LLC · South Carolina · Real Estate

$3M in assets, 125 participants

Sage Valley, LLC's Sage Valley LLC Retirement Plan reported $3M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

#3,042 in Real Estate (5,057 peers)

Coverage in South Carolina

Sage Valley LLC Retirement Plan covers 125 participants in South Carolina, about 34% of the average South Carolina filer (state average ~369 per filing). Assets: $3M.

#3,042
in Real Estate (5,057 peers): -12.8%
assets change YoY

The plan reported a net loss of $462K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sage Valley LLC Retirement Plan's mid-pack asset rank among Real Estate and all filers

Sage Valley LLC Retirement Plan vs every filed plan by assets

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

$3,137,224 41st percentile higher than 41% 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

Sage Valley LLC Retirement 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. Sage Valley LLC Retirement Plan sits mid-pack in the medium band (125 participants).

Micro (1-10) 37,406 filings (26%) Small (11-100) 30,574 filings (21%) Medium (101-1,000) 63,709 filings (45%) Large (1,001-10,000) 9,970 filings (7%) Mega (10,000+) 1,298 filings (<1%)

Form 5500 schedule snapshot

Filing strip 562187591 · Sage Valley, LLC PY 2022 · 401(k)

Sage Valley LLC Retirement Plan · $3M · 125 · 41st

RANK $3M
RANK 125
RANK 41st
RANK 401(k)
RANK near Monroe Tool & Manufacturing Co 401 (K)
RANK ind #3042

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 Real Estate retirement plans → · Plans in South Carolina →

End-of-year total assets ($M) among Sage Valley LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$3M
Net Income	-$462K
Employer EIN	562187591
Plan Effective Date	1998-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Sage Valley LLC Retirement Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

Michelin 401(k) Savings Plan $3.6B · 13,708
The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
Sonoco Retirement & Savings Plan $1.2B · 9,714
The Milliken Retirement Plan $1.2B · 6,185
Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881

Compare Sage Valley LLC Retirement Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest 401(k) by assets is Monroe Tool & Manufacturing Co 401 (K) in OH ($3M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Monroe Tool & Manufacturing Co 401 (K) (OH) $3M · 10
Southern Tea, LLC New Jersey 401(k) Plan (GA) $3M · 100
The Hodges Group 401(k) Plan (PA) $3M · 29
Mursion, Inc. Retirement Plan (CA) $3M · 267

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

Media Iq Digital N.a. 401(k) Plan (NY) 125 · 0 off
California Premier Roofscapes, Inc. 401(k) Plan (CA) 125 · 0 off
Talley Farms 401(k) Plan (CA) 125 · 0 off
Dmmg, PLLC 401(k) Plan (AZ) 125 · 0 off

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 Valley LLC Retirement Plan assets move in 2022? ▼

Sage Valley LLC Retirement Plan pulled back noticeably - down 12.8% during 2022, from $4M to $3M. Reported net income was -$462K.

Which 401(k) plans are similar in size to Sage Valley LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Monroe Tool & Manufacturing Co 401 (K) in OH ($3M, 10 participants).

Which 401(k) plans cover a similar participant headcount to Sage Valley LLC Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 562187591.