401(k) · DOL Form 5500 · 2023

Sagard Capital Partners Management Corp. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
33rd
Percentile by assets National rank
$99,631
Avg per participant Below avg balance/head
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Official DOL plan name: Sagard Capital Partners Management Corp. Retirement Plan · Sponsored by Sagard Capital Partners Management Corp. · New York · Finance & Insurance

$2M in assets, 25 participants

Sagard Capital Partners Management Corp.'s Sagard Capital Partners Management Corp. Retirement Plan reported $2M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,028 in Finance & Insurance (8,869 peers)

Sagard Capital Partners Management Corp. multi-year trail

Sagard Capital Partners Management Corp.'s plans moved +41.4% in assets from 2022 to 2024; this filing shows Sagard Capital Partners Management Corp. Retirement Plan at $2M / 25 participants.

#2,028
in Finance & Insurance (8,869 peers)
+1.1%
assets growth YoY

Sagard Capital Partners Management Corp. Retirement Plan among the smaller filed plans by assets

Sagard Capital Partners Management Corp. Retirement Plan vs every filed plan by assets

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

$2,490,773 33rd percentile higher than 33% 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

Sagard Capital Partners Management Corp. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sagard Capital Partners Management Corp. Retirement Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sagard Capital Partners Management Corp. Retirement Plan reported net income rose from -$148K in the plan year 2022 filing to $27K in the plan year 2023 filing.
  • Sagard Capital Partners Management Corp. Retirement Plan reported participants rose from 17 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Sagard Capital Partners Management Corp. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202402055 · Sagard Capital Partners Management Corp. PY 2023 · 401(k)

Sagard Capital Partners Management Corp. Retirement Plan · $2M · 25 · 33rd

  • EIN $2M
  • EIN 25
  • EIN 33rd
  • EIN 401(k)
  • EIN near Nidell/Pro Med 401(k) Plan
  • EIN ind #2028

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 Finance & Insurance retirement plans → · Plans in New York →

Sagard Capital Partners Management Corp. Retirement Plan in the asset neighbourhood

Sagard Capital Partners Management Corp. Retirement PlanSagard Capital Partners Mana…$2MNidell/Pro Med 401(k) Plan$2MSilvertrust Funding, Inc. 401(k) Profit Sharing PlanSilvertrust Funding, Inc. 40…$2MNabis 401(k) Plan$2MMiso Robotics, Inc. 401(k) PlanMiso Robotics, Inc. 401(k) P…$2M
End-of-year total assets ($M) among Sagard Capital Partners Management Corp. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sagard Capital Partners Management Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Sagard Capital Partners Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.381467420955545% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.46M $3.48M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 25 $2M
2024 1 21 $3M

Sagard Capital Partners Management Corp. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$27K
Employer EIN202402055
Plan Effective Date2005-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sagard Capital Partners Management Corp. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sagard Capital Partners Management Corp. Retirement Plan, Total assets ($B): 0.002490773 · Participants: 25Sagard Capital Partners Management Corp. Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sagard Capital Partners Management Corp. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sagard Capital Partners Management Corp. Retirement Plan side-by-side with 3 peers →

Sagard Capital Partners Management Corp. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Nidell/Pro Med 401(k) Plan in MI ($2M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (25 participants); 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 Sagard Capital Partners Management Corp. Retirement Plan assets move in 2023? ▼
Sagard Capital Partners Management Corp. Retirement Plan edged up modestly - up 1.1% during 2023, from $2M to $2M. Reported net income was $27K.
How have Sagard Capital Partners Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sagard Capital Partners Management Corp.'s sponsor-wide assets grew 41.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Sagard Capital Partners Management Corp. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nidell/Pro Med 401(k) Plan in MI ($2M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Sagard Capital Partners Management Corp. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pyromet 401(k) Plan in PA (25 participants, N/A 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 202402055.

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.