401(k) · DOL Form 5500 · 2022

Sagamore Plumbing & Heating, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
119
Participants Small participant base
69th
Percentile by assets National rank
$104,685
Avg per participant Below avg balance/head
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Official DOL plan name: Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan · Sponsored by Sagamore Plumbing & Heating, Inc. · Massachusetts · Construction

$12M in assets, 119 participants

Sagamore Plumbing & Heating, Inc.'s Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,834 in Construction (9,927 peers)

Coverage in Massachusetts

Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan covers 119 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#6,834
in Construction (9,927 peers)
-9.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,457,548 Top 31% higher than 69% 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

Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing 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. Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (119 participants).

Form 5500 schedule snapshot

Filing strip 043125156 · Sagamore Plumbing & Heating, Inc. PY 2022 · 401(k)

Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan · $12M · 119 · 69th

  • PCT $12M
  • EIN 119
  • RANK 69th
  • PHOTO 401(k)
  • IND near Innovative Therapy Concepts, LLC 401(k) Plan
  • EOY ind #6834

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 Construction retirement plans → · Plans in Massachusetts →

Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing PlanSagamore Plumbing & Heating,…$12MInnovative Therapy Concepts, LLC 401(k) PlanInnovative Therapy Concepts,…$12MRdc-S111, Inc. 401(k) Profit Sharing PlanRdc-S111, Inc. 401(k) Profit…$12MTrl Systems, Inc. 401(k) Plan$12MPrice Transfer, Inc. Employees' 401(k) Profit Sharing PlanPrice Transfer, Inc. Employe…$12M
End-of-year total assets ($M) among Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$1M
Employer EIN043125156
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sagamore Plumbing & Heating, Inc.)

Sponsor-wide plan assets over time

All Sagamore Plumbing & Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 24.74644287944947% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.5M $15.5M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 119 $12M
2023 1 123 $15M
2024 1 121 $16M

Nearby 401(k) Plans in Massachusetts

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

Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012457548 · Participants: 119Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Innovative Therapy Concepts, LLC 401(k) Plan in GA ($12M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 9.2% during 2022, from $14M to $12M. Reported net income was -$1M.
How have Sagamore Plumbing & Heating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sagamore Plumbing & Heating, Inc.'s sponsor-wide assets grew 24.7%, from $12M to $16M.
Which 401(k) plans are similar in size to Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innovative Therapy Concepts, LLC 401(k) Plan in GA ($12M, 393 participants).
Which 401(k) plans cover a similar participant headcount to Sagamore Plumbing & Heating, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apreva Hospice 401(k) Plan in CA (119 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 043125156.

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.