401(k) · DOL Form 5500 · 2023
The Sgs Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $362K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $90,614
- Avg per participant Below avg balance/head
Official DOL plan name: The Sgs Companies, Inc. 401(k) Profit Sharing Plan · Sponsored by The Sgs Companies, Inc. · Arizona · Real Estate
$362K in assets, 4 participants
The Sgs Companies, Inc.'s The Sgs Companies, Inc. 401(k) Profit Sharing Plan reported $362K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #1,153 in Real Estate (4,727 peers)
The Sgs Companies, Inc. multi-year trail
The Sgs Companies, Inc.'s plans moved -50.8% in assets from 2022 to 2024; this filing shows The Sgs Companies, Inc. 401(k) Profit Sharing Plan at $362K / 4 participants.
- #1,153
- in Real Estate (4,727 peers)
- -19.0%
- assets change YoY
The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Sgs Companies, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
The Sgs Companies, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$362,454 15th percentile higher than 15% 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
The Sgs Companies, 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. The Sgs Companies, Inc. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Sgs Companies, Inc. 401(k) Profit Sharing Plan reported net income fell from $143K in the plan year 2022 filing to -$85K in the plan year 2023 filing.
- The Sgs Companies, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- The Sgs Companies, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $447K in the plan year 2022 filing to $362K in the plan year 2023 filing.
DOL schedule card
Filing strip 853671917 · The Sgs Companies, Inc. PY 2023 · 401(k)
The Sgs Companies, Inc. 401(k) Profit Sharing Plan · $362K · 4 · 15th
- PART $362K
- TYPE 4
- NET 15th
- BOOK 401(k)
- VS-ST near John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan
- BOY ind #1153
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 Arizona →
The Sgs Companies, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
The Sgs Companies, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Sgs Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $220K 50.84201654747507% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $447K |
| 2023 | 1 | 4 | $362K |
| 2024 | 1 | 7 | $220K |
The Sgs Companies, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $447K |
|---|---|
| Net Assets (End of Year) | $362K |
| Net Income | -$85K |
| Employer EIN | 853671917 |
| Plan Effective Date | 2020-10-28 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
The Sgs Companies, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan in CA ($362K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($362K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.