401(k) · DOL Form 5500 · 2022
Savatree, LLC 401(k) Plan
Data updated 2026-08-11
- $57M
- Total assets
- 2,230
- Participants
- 89th
- Percentile by assets
- $25,697
- Avg per participant
Official DOL plan name: Savatree, LLC · Sponsored by Savatree, LLC · New York · Agriculture, Forestry & Fishing
$57M in assets, 2,230 participants
Savatree, LLC's Savatree, LLC reported $57M in total assets and 2,230 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 139,126 plans)
- #1,433 in Agriculture, Forestry & Fishing (1,523 peers)
Coverage in New York
Savatree, LLC covers 2,230 participants in New York, 2.8x the typical New York plan (state average ~798 per filing). Assets: $57M.
- $57M
- total plan assets (2022 EOY)
- 2,230
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $25,697
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Savatree, LLC reports 2,230 participants - 2.8x that state average ($57M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | -$5M |
| Employer EIN | 133257374 |
| Plan Effective Date | 1992-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Savatree, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,230 | $57M |
| 2023 | 1 | 2,243 | $69M |
| 2024 | 1 | 2,442 | $82M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Savatree, LLC vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Savatree, LLC by total assets, not by location.
Frequently Asked Questions
How did Savatree, LLC assets move in 2022? ▼
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Next read for Savatree, LLC
Filing takeaways
Ways to act on Savatree, LLC's numbers.
- By total assets, Savatree, LLC ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Savatree, LLC's sponsor-wide assets have grown 42.3% since 2022 across 3 plan years on file. More Agriculture, Forestry & Fishing plans