401(k) · DOL Form 5500 · 2022

Sage Software Inc. 401(k) Plan

Data updated 2026-08-11

$334M
Total assets
2,265
Participants
97th
Percentile by assets
$147,434
Avg per participant
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Official DOL plan name: Sage 401(k) Plan · Sponsored by Sage Software Inc. · Georgia · Professional & Technical Services

$334M in assets, 2,265 participants

Sage Software Inc.'s Sage 401(k) Plan reported $334M in total assets and 2,265 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,126 plans)
  • #21,110 in Professional & Technical Services (21,562 peers)

Coverage in Georgia

Sage 401(k) Plan covers 2,265 participants in Georgia, 2.1x the typical Georgia plan (state average ~1,096 per filing). Assets: $334M.

$334M
total plan assets (2022 EOY)
2,265
covered participants
97th
percentile by assets (of 139,126 plans)
$147,434
avg assets per participant

The plan reported a net loss of $68M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Georgia
Industry
Professional & Technical Services

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Sage 401(k) Plan reports 2,265 participants - 2.1x that state average ($334M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$402M
Net Assets (End of Year)$334M
Net Income-$68M
Employer EIN541222526
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sage Software Inc.)

$300M$350M$400M$450M 202220232024 $334M $433M ▲ +29.6%
Total plan assets by year, all Sage Software Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,265 $334M
2023 1 2,212 $392M
2024 1 2,083 $433M

Nearby 401(k) Plans in Georgia

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

Sage 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Sage 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Sage 401(k) PlanThe Teamster-UPS Nat…Delta 401(k) Retirem…Delta 401(k) Retirem…UPS 401 (K) Savings …The Home Depot Futur…
Sage 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Sage 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sage 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Sage 401(k) Plan assets move in 2022? ▼
Sage 401(k) Plan declined sharply - down 16.9% during 2022, from $402M to $334M. Reported net income was -$68M.
How have Sage Software Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Software Inc.'s sponsor-wide assets grew 29.6%, from $334M to $433M.
Where does Sage 401(k) Plan rank by assets among Form 5500 filers? ▼
Sage 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Srs Distribution Inc. 401(k) Plan in TX ($334M, 7,594 participants).

Next read for Sage 401(k) Plan

Filing takeaways

Ways to act on Sage 401(k) Plan's numbers.

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 541222526.

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.