401(k) · DOL Form 5500 · 2023
Saxby & Co. 401(k) Plan
Data updated 2026-08-25
- $947K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $315,703
- Avg per participant High balance/head
Official DOL plan name: Saxby & Co. 401(k) Plan · Sponsored by Saxby & Co. · North Carolina · Administrative & Support Services
$947K in assets, 3 participants
Saxby & Co.'s Saxby & Co. 401(k) Plan reported $947K in total assets and 3 participants in its 2023 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.
- #2,016 in Administrative & Support Services (4,372 peers)
Administrative & Support Services sector rank
Within Administrative & Support Services, Saxby & Co. 401(k) Plan ranks #2,016 of 4,372 2023 filers by assets (3046% of the sector average)-$947K for 3 participants.
- #2,016
- in Administrative & Support Services (4,372 peers)
- +160.8%
- assets growth YoY
Saxby & Co. 401(k) Plan among the smaller filed plans by assets
Saxby & Co. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$947,109 23rd percentile higher than 23% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Saxby & Co. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saxby & Co. 401(k) Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saxby & Co. 401(k) Plan reported net income rose from $125K in the plan year 2022 filing to $584K in the plan year 2023 filing.
- Saxby & Co. 401(k) Plan end-of-year assets rose from $363K in the plan year 2022 filing to $947K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 811252521 · Saxby & Co. PY 2023 · 401(k)
Saxby & Co. 401(k) Plan · $947K · 3 · 23rd
- EIN $947K
- EIN 3
- EIN 23rd
- EIN 401(k)
- EIN near Sja, Inc. 401(k) Plan
- EIN ind #2016
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 Administrative & Support Services retirement plans → · Plans in North Carolina →
Saxby & Co. 401(k) Plan in the asset neighbourhood
Administrative & Support Services filing particulars
| Total Assets (Beginning of Year) | $363K |
|---|---|
| Net Assets (End of Year) | $947K |
| Net Income | $584K |
| Employer EIN | 811252521 |
| Plan Effective Date | 2016-01-27 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saxby & Co.)
Sponsor-wide plan assets over time
All Saxby & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $784K 115.8767309243804% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $363K |
| 2023 | 1 | 3 | $947K |
| 2024 | 1 | 2 | $784K |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Saxby & Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Sja, Inc. 401(k) Plan in AL ($947K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($947K here).
- Sja, Inc. 401(k) Plan (AL) $947K · 201
- Curvafix 401(k) Plan (WA) $947K · 14
- Jepsen Investments, Inc. 401(k) Plan and Trust (IL) $947K · 8
- Delicious Dreams Bakery Corporation 401(k) Profit Sharing Plan (OH) $947K · 7
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.