401(k) · DOL Form 5500 · 2022

Sagis, PLLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
147
Participants Small participant base
33rd
Percentile by assets National rank
$13,288
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sagis 401(k) Plan · Sponsored by Sagis, PLLC · Texas · Healthcare & Social Assistance

$2M in assets, 147 participants

Sagis, PLLC's Sagis 401(k) Plan reported $2M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,880 in Healthcare & Social Assistance (20,060 peers)

Coverage in Texas

Sagis 401(k) Plan covers 147 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#6,880
in Healthcare & Social Assistance (20,060 peers)
+38.0%
assets growth YoY

Sagis 401(k) Plan among the smaller filed plans by assets

Sagis 401(k) Plan vs every filed plan by assets

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

$1,953,288 33rd percentile higher than 33% 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

Sagis 401(k) 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. Sagis 401(k) Plan sits mid-pack in the medium band (147 participants).

Form 5500 schedule snapshot

Filing strip 452815598 · Sagis, PLLC PY 2022 · 401(k)

Sagis 401(k) Plan · $2M · 147 · 33rd

  • IND $2M
  • EOY 147
  • 5500 33rd
  • ASSETS 401(k)
  • PCT near Fsm Group LLC 401(k) Profit Sharing Plan
  • EIN ind #6880

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Sagis 401(k) Plan in the asset neighbourhood

Sagis 401(k) Plan$2MFsm Group LLC 401(k) Profit Sharing PlanFsm Group LLC 401(k) Profit …$2MRobert S. Oliver, D. D. S., Inc. 401(k) Profit Sharing PlanRobert S. Oliver, D. D. S., …$2MCommunity Rehab Associates Retirement PlanCommunity Rehab Associates R…$2MAl-Jay, Inc. 401(k) Profit Sharing PlanAl-Jay, Inc. 401(k) Profit S…$2M
End-of-year total assets ($M) among Sagis 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$538K
Employer EIN452815598
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sagis, PLLC)

Sponsor-wide plan assets over time

All Sagis, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 270.9961357464951% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.95M $7.25M ▲ +271.8%
Year Plans Participants Total Assets
2022 1 147 $2M
2023 1 190 $4M
2024 1 262 $7M

Nearby 401(k) Plans in Texas

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

Sagis 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Sagis 401(k) Plan, Total assets ($B): 0.001953288 · Participants: 147Sagis 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Sagis 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sagis 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Fsm Group LLC 401(k) Profit Sharing Plan in FL ($2M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

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 Sagis 401(k) Plan assets move in 2022? ▼
Sagis 401(k) Plan surged - up 38.0% during 2022, from $1M to $2M. Reported net income was $538K.
How have Sagis, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sagis, PLLC's sponsor-wide assets grew 271.0%, from $2M to $7M.
Which 401(k) plans are similar in size to Sagis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fsm Group LLC 401(k) Profit Sharing Plan in FL ($2M, 294 participants).
Which 401(k) plans cover a similar participant headcount to Sagis 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (147 participants, $1M 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 452815598.

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.