401(k) · DOL Form 5500 · 2023

Blue Sage, Inc. 401(k) Plan

Data updated 2026-08-25

$549K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$549,356
Avg per participant High balance/head
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Official DOL plan name: Sigma Self Storage, Inc. 401(k) Profit Sharing Plan · Sponsored by Blue Sage, Inc. · Florida · Real Estate

$549K in assets, 1 participants

Blue Sage, Inc.'s Sigma Self Storage, Inc. 401(k) Profit Sharing Plan reported $549K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,524 in Real Estate (4,727 peers)

What the 2023 filing shows

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan holds $549K for 1 participant - about $549,356 per participant, among the smaller plans by assets on file.

#1,524
in Real Estate (4,727 peers)
+4.1%
assets growth YoY

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$549,356 19th percentile higher than 19% of 127,068 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 2023

Sigma Self Storage, Inc. 401(k) Profit Sharing 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. Sigma Self Storage, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sigma Self Storage, Inc. 401(k) Profit Sharing Plan reported net income rose from -$95K in the plan year 2022 filing to $22K in the plan year 2023 filing.
  • Sigma Self Storage, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $527K in the plan year 2022 filing to $549K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 841845583 · Blue Sage, Inc. PY 2023 · 401(k)

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan · $549K · 1 · 19th

  • TYPE $549K
  • TYPE 1
  • TYPE 19th
  • TYPE 401(k)
  • TYPE near Rrim Investments Retirement Plan
  • TYPE ind #1524

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 Real Estate retirement plans → · Plans in Florida →

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sigma Self Storage, Inc. 401(k) Profit Sharing PlanSigma Self Storage, Inc. 401…$549KRrim Investments Retirement PlanRrim Investments Retirement …$549KStern Therapy Consultants, LLC 401(k) PlanStern Therapy Consultants, L…$549KEastwood Aquatics Inc. 401(k) Profit Sharing PlanEastwood Aquatics Inc. 401(k…$549KRj Sutton, Inc. 401(k) Plan$549K
End-of-year total assets ($M) among Sigma Self Storage, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$527K
Net Assets (End of Year)$549K
Net Income$22K
Employer EIN841845583
Plan Effective Date2019-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Blue Sage, Inc.)

Sponsor-wide plan assets over time

All Blue Sage, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$516K 2.271495031223104% vs 2022
2024 filing year
$0.51M$0.52M$0.53M$0.54M$0.55M$0.56M 202220232024 $0.53M $0.52M ▼ -1.9%
Year Plans Participants Total Assets
2022 1 1 $527K
2023 1 1 $549K
2024 1 1 $516K

Nearby 401(k) Plans in Florida

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

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sigma Self Storage, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000549356 · Participants: 1Sigma Self Storage, Inc. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Sigma Self Storage, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sigma Self Storage, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sigma Self Storage, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rrim Investments Retirement Plan in CA ($549K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($549K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sigma Self Storage, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Sigma Self Storage, Inc. 401(k) Profit Sharing Plan edged up modestly - up 4.1% during 2023, from $527K to $549K. Reported net income was $22K.
How have Blue Sage, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blue Sage, Inc.'s sponsor-wide assets declined 2.3%, from $527K to $516K.
Where does Sigma Self Storage, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sigma Self Storage, Inc. 401(k) Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sigma Self Storage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rrim Investments Retirement Plan in CA ($549K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Sigma Self Storage, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841845583.

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.