401(k) · DOL Form 5500 · 2022

Sage Software Inc. 401(k) Plan

Data updated 2026-08-11

$332M
Total assets
2,265
Participants
97th
Percentile by assets
$146,491
Avg per participant
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Official DOL plan name: Sage 401(k) Plan · Sponsored by Sage Software Inc. · Georgia · Professional & Technical Services

$332M in assets, 2,265 participants

Sage Software Inc.'s Sage 401(k) Plan reported $332M in total assets and 2,265 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #21,106 in Professional & Technical Services (21,562 peers)

Coverage in Georgia

Sage 401(k) Plan covers 2,265 participants in Georgia, 2.1x the typical Georgia plan (state average ~1,096 per filing). Assets: $332M.

$332M
total plan assets (2022 EOY)
2,265
covered participants
97th
percentile by assets (of 139,126 plans)
$146,491
avg assets per participant

The plan reported a net loss of $70M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Sage 401(k) Plan reports 2,265 participants - 2.1x that state average ($332M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$402M
Net Assets (End of Year)$332M
Net Income-$70M
Employer EIN536433023
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Sage 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Sage 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Sage 401(k) PlanThe Teamster-UPS Nat…Delta 401(k) Retirem…Delta 401(k) Retirem…UPS 401 (K) Savings …The Home Depot Futur…
Sage 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sage 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Sage 401(k) Plan assets move in 2022?
Sage 401(k) Plan declined sharply - down 17.5% during 2022, from $402M to $332M. Reported net income was -$70M.
Where does Sage 401(k) Plan rank by assets among Form 5500 filers?
Sage 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sage 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Fortinet Inc. 401(k) Plan in CA ($332M, 3,126 participants).

Filing takeaways

Ways to act on Sage 401(k) Plan's numbers.