401(k) · DOL Form 5500 · 2022

Sage Software Inc. 401(k) Plan

Data updated 2026-08-25

$332M
Total assets Above avg plan size
2,265
Participants Above avg headcount
97th
Percentile by assets National rank
$146,491
Avg per participant Above avg balance/head
PlainRetire home → About this data

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.

  • #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.

#21,106
in Professional & Technical Services (21,562 peers)
-17.5%
assets change YoY
3.3×
vs typical plan assets (national mean)

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.

Sage 401(k) Plan's outsized position by total assets

Sage 401(k) Plan vs every filed plan by assets

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

$331,802,785 Top 3% higher than 97% 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

Sage 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sage 401(k) Plan lands in the large band (2,265 participants).

DOL schedule card

Filing strip 536433023 · Sage Software Inc. PY 2022 · 401(k)

Sage 401(k) Plan · $332M · 2,265 · 97th

  • RANK $332M
  • PHOTO 2,265
  • IND 97th
  • EOY 401(k)
  • 5500 near Fortinet Inc. 401(k) Plan
  • ASSETS ind #21106

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 Georgia →

Sage 401(k) Plan in the asset neighbourhood

The Sharp Employees Savings and Investment PlanThe Sharp Employees Savings …$332MCalifornia Iso Retirement Savings Benefits PlanCalifornia Iso Retirement Sa…$332MGuidewire Software Retirement TrustGuidewire Software Retiremen…$332MFortinet Inc. 401(k) Plan$332MSage 401(k) Plan$332M
End-of-year total assets ($M) among Sage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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 Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Sage 401(k) Plan, Total assets ($B): 0.331802785 · Participants: 2265Sage 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Sage 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Sage 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Fortinet Inc. 401(k) Plan in CA ($332M); by covered participants it is Signify Health 401(k) Plan in TX (2,265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($332M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,265 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 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).
Which 401(k) plans cover a similar participant headcount to Sage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Signify Health 401(k) Plan in TX (2,265 participants, $91M 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 536433023.

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.