401(k) · DOL Form 5500 · 2022

Savy & Savy, P. C. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
5
Participants Small participant base
56th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Savy & Savy, P.C. Profit Sharing Plan · Sponsored by Savy & Savy, P. C. · Massachusetts · Professional & Technical Services

$6M in assets, 5 participants

Savy & Savy, P. C.'s Savy & Savy, P.C. Profit Sharing Plan reported $6M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,623 in Professional & Technical Services (21,562 peers)

Savy & Savy, P. C. multi-year trail

Savy & Savy, P. C.'s plans moved +19.1% in assets from 2022 to 2024; this filing shows Savy & Savy, P.C. Profit Sharing Plan at $6M / 5 participants.

#11,623
in Professional & Technical Services (21,562 peers)
-6.8%
assets change YoY

The plan reported a net loss of $468K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Savy & Savy, P.C. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Savy & Savy, P.C. Profit Sharing Plan vs every filed plan by assets

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

$6,433,986 Top 44% higher than 56% 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

Savy & Savy, P.C. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savy & Savy, P.C. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 043091380 · Savy & Savy, P. C. PY 2022 · 401(k)

Savy & Savy, P.C. Profit Sharing Plan · $6M · 5 · 56th

  • PCT $6M
  • PCT 5
  • PCT 56th
  • PCT 401(k)
  • PCT near Group Industries, LLC 401(k) Profit Sharing Plan
  • PCT ind #11623

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Savy & Savy, P.C. Profit Sharing Plan in the asset neighbourhood

Savy & Savy, P.C. Profit Sharing PlanSavy & Savy, P.C. Profit Sha…$6MGroup Industries, LLC 401(k) Profit Sharing PlanGroup Industries, LLC 401(k)…$6MK Post Company 401(k)$6MP. J. Fitzpatrick, Inc. 401(k) Retirement PlanP. J. Fitzpatrick, Inc. 401(…$6MTitan Transfer, Inc. 401(k) Profit Sharing Plan and TrustTitan Transfer, Inc. 401(k) …$6M
End-of-year total assets ($M) among Savy & Savy, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Savy & Savy, P. C. multi-year asset trail

Sponsor-wide plan assets over time

All Savy & Savy, P. C. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 19.066656346470133% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.43M $7.66M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 5 $6M
2023 1 5 $7M
2024 1 5 $8M

Savy & Savy, P. C. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$468K
Employer EIN043091380
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Savy & Savy, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Savy & Savy, P.C. Profit Sharing Plan, Total assets ($B): 0.006433986 · Participants: 5Savy & Savy, P.C. Profit Sharing 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
Savy & Savy, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Savy & Savy, P.C. Profit Sharing Plan side-by-side with 3 peers →

Savy & Savy, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Group Industries, LLC 401(k) Profit Sharing Plan in LA ($6M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Savy & Savy, P.C. Profit Sharing Plan assets move in 2022? ▼
Savy & Savy, P.C. Profit Sharing Plan pulled back noticeably - down 6.8% during 2022, from $7M to $6M. Reported net income was -$468K.
How have Savy & Savy, P. C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Savy & Savy, P. C.'s sponsor-wide assets grew 19.1%, from $6M to $8M.
Which 401(k) plans are similar in size to Savy & Savy, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Group Industries, LLC 401(k) Profit Sharing Plan in LA ($6M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Savy & Savy, P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 043091380.

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.