401(k) · DOL Form 5500 · 2022
Sarah, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 136
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $26,463
- Avg per participant Low balance/head
Official DOL plan name: Employee Benefit Plan of Sarah, Inc. · Sponsored by Sarah, Inc. · Connecticut · Other Services
$4M in assets, 136 participants
Sarah, Inc.'s Employee Benefit Plan of Sarah, Inc. reported $4M in total assets and 136 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #5,452 in Other Services (8,398 peers)
Coverage in Connecticut
Employee Benefit Plan of Sarah, Inc. covers 136 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $4M.
- #5,452
- in Other Services (8,398 peers)
- -5.1%
- assets change YoY
The plan reported a net loss of $192K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Employee Benefit Plan of Sarah, Inc.'s mid-pack asset rank among Other Services and all filers
Employee Benefit Plan of Sarah, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,598,960 44th percentile higher than 44% 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
Employee Benefit Plan of Sarah, Inc. 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. Employee Benefit Plan of Sarah, Inc. sits mid-pack in the medium band (136 participants).
EBSA filing schedule strip
Filing strip 066011353 · Sarah, Inc. PY 2022 · 401(k)
Employee Benefit Plan of Sarah, Inc. · $4M · 136 · 44th
- RANK $4M
- PHOTO 136
- IND 44th
- EOY 401(k)
- 5500 near James Rheim, M.D., Inc. 401(k) Plan
- ASSETS ind #5452
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 Other Services retirement plans → · Plans in Connecticut →
Employee Benefit Plan of Sarah, Inc. in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$192K |
| Employer EIN | 066011353 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sarah, Inc.)
Sponsor-wide plan assets over time
All Sarah, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 47.58366305821682% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 136 | $4M |
| 2023 | 1 | 142 | $5M |
| 2024 | 1 | 180 | $5M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- United Technologies Corporation Employee Savings Plan $48.9B · 55,762
- GE Retirement Savings Plan $24.8B · 57,522
- Citi Retirement Savings Plan $17.4B · 70,070
- The Hartford Investment and Savings Plan $5.6B · 17,724
- Xerox Corporation Savings Plan $3.6B · 11,876
Employee Benefit Plan of Sarah, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is James Rheim, M.D., Inc. 401(k) Plan in CA ($4M); by covered participants it is Berger and Burrow Enterprises, Inc. D/B/a Dynamic Mobile Imaging 401(k) Plan in VA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (136 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.