401(k) · DOL Form 5500 · 2022

Saga Innovations 401(k) Plan

Data updated 2026-08-25

$859K
Total assets Small plan by assets
167
Participants Small participant base
23rd
Percentile by assets National rank
$5,147
Avg per participant Low balance/head
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Official DOL plan name: Saga Innovations 401(k) Plan · Sponsored by Saga Innovations · Massachusetts · Educational Services

$859K in assets, 167 participants

Saga Innovations's Saga Innovations 401(k) Plan reported $859K in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #633 in Educational Services (4,024 peers)

Coverage in Massachusetts

Saga Innovations 401(k) Plan covers 167 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $859K.

#633
in Educational Services (4,024 peers)
+54.4%
assets growth YoY

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

Saga Innovations 401(k) Plan vs every filed plan by assets

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

$859,468 23rd percentile higher than 23% 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

Saga Innovations 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. Saga Innovations 401(k) Plan sits mid-pack in the medium band (167 participants).

Published 5500 schedule card

Filing strip 472168942 · Saga Innovations PY 2022 · 401(k)

Saga Innovations 401(k) Plan · $859K · 167 · 23rd

  • PART $859K
  • TYPE 167
  • NET 23rd
  • BOOK 401(k)
  • VS-ST near Barndog's Residence, Inc. 401(k) Plan
  • BOY ind #633

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 Educational Services retirement plans → · Plans in Massachusetts →

Saga Innovations 401(k) Plan in the asset neighbourhood

Saga Innovations 401(k) Plan$859KBarndog's Residence, Inc. 401(k) PlanBarndog's Residence, Inc. 40…$859KChicago Style Smiles, LLC 401(k) Profit Sharing PlanChicago Style Smiles, LLC 40…$859KAttorney's Briefcase, Inc. 401(k) PlanAttorney's Briefcase, Inc. 4…$859KBraaksma Venture Investments Enterprise, Inc. 401(k) PlanBraaksma Venture Investments…$859K
End-of-year total assets ($M) among Saga Innovations 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$557K
Net Assets (End of Year)$859K
Net Income$303K
Employer EIN472168942
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saga Innovations)

Sponsor-wide plan assets over time

All Saga Innovations plans reported in each filing year

Latest sponsor-wide plan assets
$3M 276.9498108132007% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.86M $3.24M ▲ +276.7%
Year Plans Participants Total Assets
2022 1 167 $859K
2023 1 163 $2M
2024 1 186 $3M

Nearby 401(k) Plans in Massachusetts

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

Saga Innovations 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Saga Innovations 401(k) Plan, Total assets ($B): 0.000859468 · Participants: 167Saga Innovations 401(k) 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
Saga Innovations 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Saga Innovations 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Barndog's Residence, Inc. 401(k) Plan in ME ($859K); by covered participants it is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Saga Innovations 401(k) Plan assets move in 2022? ▼
Saga Innovations 401(k) Plan surged - up 54.4% during 2022, from $557K to $859K. Reported net income was $303K.
How have Saga Innovations plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saga Innovations's sponsor-wide assets grew 276.9%, from $859K to $3M.
Where does Saga Innovations 401(k) Plan rank by assets among Form 5500 filers? ▼
Saga Innovations 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Saga Innovations 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barndog's Residence, Inc. 401(k) Plan in ME ($859K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Saga Innovations 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 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 472168942.

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.