401(k) · DOL Form 5500 · 2022

Saddlebrooke Homeowners Assoc. No. 2, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
197
Participants Below avg headcount
28th
Percentile by assets National rank
$6,887
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saddlebrooke Two 401(k) Savings Plan · Sponsored by Saddlebrooke Homeowners Assoc. No. 2, Inc. · Arizona · Other Services

$1M in assets, 197 participants

Saddlebrooke Homeowners Assoc. No. 2, Inc.'s Saddlebrooke Two 401(k) Savings Plan reported $1M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,383 in Other Services (8,398 peers)

Coverage in Arizona

Saddlebrooke Two 401(k) Savings Plan covers 197 participants in Arizona, about 35% of the average Arizona filer (state average ~564 per filing). Assets: $1M.

#4,383
in Other Services (8,398 peers)
-15.2%
assets change YoY

The plan reported a net loss of $243K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saddlebrooke Two 401(k) Savings Plan among the smaller filed plans by assets

Saddlebrooke Two 401(k) Savings Plan vs every filed plan by assets

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

$1,356,674 28th percentile higher than 28% 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

Saddlebrooke Two 401(k) Savings 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. Saddlebrooke Two 401(k) Savings Plan sits mid-pack in the medium band (197 participants).

Plan-year Form 5500 strip

Filing strip 860801880 · Saddlebrooke Homeowners Assoc. No. 2, Inc. PY 2022 · 401(k)

Saddlebrooke Two 401(k) Savings Plan · $1M · 197 · 28th

  • EBSA $1M
  • PART 197
  • TYPE 28th
  • NET 401(k)
  • BOOK near Las Vegas Properties 401(k) Plan
  • VS-ST ind #4383

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 Arizona →

Saddlebrooke Two 401(k) Savings Plan in the asset neighbourhood

Saddlebrooke Two 401(k) Savings PlanSaddlebrooke Two 401(k) Savi…$1MLas Vegas Properties 401(k) PlanLas Vegas Properties 401(k) …$1MKizer Pharmacy, LLC Safe Harbor 401(k) PlanKizer Pharmacy, LLC Safe Har…$1MLintott Associates Inc 401(k) PlanLintott Associates Inc 401(k…$1MTraditional Home Health and Hospice, LLC 401(k) PlanTraditional Home Health and …$1M
End-of-year total assets ($M) among Saddlebrooke Two 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$243K
Employer EIN860801880
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saddlebrooke Homeowners Assoc. No. 2, Inc.)

Sponsor-wide plan assets over time

All Saddlebrooke Homeowners Assoc. No. 2, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.624483110902105% vs 2022
2023 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 20222023 $1.36M $1.64M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 197 $1M
2023 1 196 $2M

Nearby 401(k) Plans in Arizona

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

Saddlebrooke Two 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Saddlebrooke Two 401(k) Savings Plan, Total assets ($B): 0.001356674 · Participants: 197Saddlebrooke Two 401(k) Savings PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Saddlebrooke Two 401(k) Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Saddlebrooke Two 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Las Vegas Properties 401(k) Plan in CA ($1M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Saddlebrooke Two 401(k) Savings Plan assets move in 2022? ▼
Saddlebrooke Two 401(k) Savings Plan declined sharply - down 15.2% during 2022, from $2M to $1M. Reported net income was -$243K.
How have Saddlebrooke Homeowners Assoc. No. 2, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Saddlebrooke Homeowners Assoc. No. 2, Inc.'s sponsor-wide assets grew 20.6%, from $1M to $2M.
Which 401(k) plans are similar in size to Saddlebrooke Two 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Las Vegas Properties 401(k) Plan in CA ($1M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Saddlebrooke Two 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M 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 860801880.

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.