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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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. 401(k) Profit Sharing PlanThe Sgs Companies, Inc. 401(…$362KJohn Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing PlanJohn Jeffery Carter Law Offi…$362KJulio J. Valdes, M.D., P.a. 401(k) Profit Sharing PlanJulio J. Valdes, M.D., P.a. …$362KNext Level Corporation 401(k) PlanNext Level Corporation 401(k…$362KBay State Suites, Inc. Retirement PlanBay State Suites, Inc. Retir…$362K
End-of-year total assets ($M) among The Sgs Companies, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.45M $0.22M ▼ -51.1%
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 EIN853671917
Plan Effective Date2020-10-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

The Sgs Companies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants The Sgs Companies, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000362454 · Participants: 4The Sgs Companies, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
The Sgs Companies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 The Sgs Companies, Inc. 401(k) Profit Sharing Plan assets move in 2023?
The Sgs Companies, Inc. 401(k) Profit Sharing Plan declined sharply - down 19.0% during 2023, from $447K to $362K. Reported net income was -$85K.
How have The Sgs Companies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Sgs Companies, Inc.'s sponsor-wide assets declined 50.8%, from $447K to $220K.
Where does The Sgs Companies, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
The Sgs Companies, Inc. 401(k) Profit Sharing Plan ranks in the 15th 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 The Sgs Companies, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is John Jeffery Carter Law Office, a Sole Proprietorship 401(k) Profit Sharing Plan in CA ($362K, 3 participants).
Which 401(k) plans cover a similar participant headcount to The Sgs Companies, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 participants, N/A in assets).