401(k) · DOL Form 5500 · 2022

New Sageview Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
188
Participants Below avg headcount
85th
Percentile by assets National rank
$199,946
Avg per participant Above avg balance/head
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Official DOL plan name: Sageview Advisory Group 401(k)Plan · Sponsored by New Sageview Advisory Group, LLC · California · Finance & Insurance

$38M in assets, 188 participants

New Sageview Advisory Group, LLC's Sageview Advisory Group 401(k)Plan reported $38M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,071 in Finance & Insurance (9,261 peers)

Coverage in California

Sageview Advisory Group 401(k)Plan covers 188 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $38M.

#7,071
in Finance & Insurance (9,261 peers)
+3.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sageview Advisory Group 401(k)Plan's outsized position by total assets

Sageview Advisory Group 401(k)Plan vs every filed plan by assets

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

$37,589,790 Top 15% higher than 85% 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

Sageview Advisory Group 401(k)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. Sageview Advisory Group 401(k)Plan sits mid-pack in the medium band (188 participants).

DOL schedule card

Filing strip 510492818 · New Sageview Advisory Group, LLC PY 2022 · 401(k)

Sageview Advisory Group 401(k)Plan · $38M · 188 · 85th

  • EOY $38M
  • EOY 188
  • EOY 85th
  • EOY 401(k)
  • EOY near Velosio, LLC 401(k) Plan
  • EOY ind #7071

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 Finance & Insurance retirement plans → · Plans in California →

Sageview Advisory Group 401(k)Plan in the asset neighbourhood

Oia Retirement and Savings PlanOia Retirement and Savings P…$38MDanzer Group 401(k) Retirement PlanDanzer Group 401(k) Retireme…$38MSageview Advisory Group 401(k)PlanSageview Advisory Group 401(…$38MVelosio, LLC 401(k) Plan$38MMidwest Orthopaedic Center S.C. 401(k) Profit Sharing PlanMidwest Orthopaedic Center S…$38M
End-of-year total assets ($M) among Sageview Advisory Group 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$38M
Net Income$1M
Employer EIN510492818
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Sageview Advisory Group, LLC)

Sponsor-wide plan assets over time

All New Sageview Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 73.35489503931785% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.6M $65.2M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 188 $38M
2023 1 273 $55M
2024 1 280 $65M

Nearby 401(k) Plans in California

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

Sageview Advisory Group 401(k)Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sageview Advisory Group 401(k)Plan, Total assets ($B): 0.03758979 · Participants: 188Sageview Advisory Group 401(k)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
Sageview Advisory Group 401(k)Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sageview Advisory Group 401(k)Plan side-by-side with 3 peers →

Sageview Advisory Group 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Velosio, LLC 401(k) Plan in OH ($38M); by covered participants it is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Sageview Advisory Group 401(k)Plan assets move in 2022? ▼
Sageview Advisory Group 401(k)Plan edged up modestly - up 3.5% during 2022, from $36M to $38M. Reported net income was $1M.
How have New Sageview Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Sageview Advisory Group, LLC's sponsor-wide assets grew 73.4%, from $38M to $65M.
Where does Sageview Advisory Group 401(k)Plan rank by assets among Form 5500 filers? ▼
Sageview Advisory Group 401(k)Plan ranks in the 85th 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 Sageview Advisory Group 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Velosio, LLC 401(k) Plan in OH ($38M, 304 participants).
Which 401(k) plans cover a similar participant headcount to Sageview Advisory Group 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants, N/A 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 510492818.

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.