401(k) · DOL Form 5500 · 2022

Savatree, LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
2,230
Participants Above avg headcount
89th
Percentile by assets National rank
$25,697
Avg per participant Low balance/head
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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.

  • #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.

#1,433
in Agriculture, Forestry & Fishing (1,523 peers)
+5.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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.

Savatree, LLC's outsized position by total assets

Savatree, LLC vs every filed plan by assets

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

$57,303,778 Top 11% higher than 89% 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

Savatree, LLC'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. Savatree, LLC lands in the large band (2,230 participants).

EBSA filing schedule strip

Filing strip 133257374 · Savatree, LLC PY 2022 · 401(k)

Savatree, LLC · $57M · 2,230 · 89th

  • PCT $57M
  • PCT 2,230
  • PCT 89th
  • PCT 401(k)
  • PCT near Tmf Health Quality Institute 401(k) Retirement Savings Plan
  • PCT ind #1433

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New York →

Savatree, LLC in the asset neighbourhood

Union Savings Bank 401(k) Profit Sharing Plan & TrustUnion Savings Bank 401(k) Pr…$57MRite Aid Corporation 401(k)Plan for Collectively Bargained AssociatesRite Aid Corporation 401(k)P…$57MSavatree, LLC$57MTmf Health Quality Institute 401(k) Retirement Savings PlanTmf Health Quality Institute…$57MJaggaer, LLC Retirement Savings PlanJaggaer, LLC Retirement Savi…$57M
End-of-year total assets ($M) among Savatree, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$57M
Net Income-$5M
Employer EIN133257374
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Savatree, LLC)

Sponsor-wide plan assets over time

All Savatree, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$82M 42.30231730968942% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.3M $81.5M ▲ +42.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Savatree, LLC, Total assets ($B): 0.057303778 · Participants: 2230Savatree, LLCIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Savatree, LLC vs. nearby 401(k) plans in New York, assets vs. participants
Compare Savatree, LLC side-by-side with 3 peers →

Savatree, LLC's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tmf Health Quality Institute 401(k) Retirement Savings Plan in TX ($57M); by covered participants it is Everglades College, Inc. Retirement Savings Plan in FL (2,231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,230 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 Savatree, LLC assets move in 2022? ▼
Savatree, LLC grew at a solid clip - up 5.2% during 2022, from $54M to $57M. Reported net income was -$5M.
How have Savatree, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Savatree, LLC's sponsor-wide assets grew 42.3%, from $57M to $82M.
Where does Savatree, LLC rank by assets among Form 5500 filers? ▼
Savatree, LLC ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Savatree, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Tmf Health Quality Institute 401(k) Retirement Savings Plan in TX ($57M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Savatree, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Everglades College, Inc. Retirement Savings Plan in FL (2,231 participants, $99M 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 133257374.

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.