401(k) · DOL Form 5500 · 2023

Savantage Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
116
Participants Small participant base
81st
Percentile by assets National rank
$296,253
Avg per participant High balance/head
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Official DOL plan name: Savantage Financial Services, Inc. 401(k) Savings Plan · Sponsored by Savantage Financial Services, Inc. · Maryland · Professional & Technical Services

$34M in assets, 116 participants

Savantage Financial Services, Inc.'s Savantage Financial Services, Inc. 401(k) Savings Plan reported $34M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,613 in Professional & Technical Services (20,321 peers)

Coverage in Maryland

Savantage Financial Services, Inc. 401(k) Savings Plan covers 116 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $34M.

#16,613
in Professional & Technical Services (20,321 peers)
+23.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Savantage Financial Services, Inc. 401(k) Savings Plan's outsized position by total assets

Savantage Financial Services, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$34,365,337 Top 19% higher than 81% 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

Savantage Financial Services, Inc. 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savantage Financial Services, Inc. 401(k) Savings Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Savantage Financial Services, Inc. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Savantage Financial Services, Inc. 401(k) Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Savantage Financial Services, Inc. 401(k) Savings Plan reported participants rose from 111 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363379794 · Savantage Financial Services, Inc. PY 2023 · 401(k)

Savantage Financial Services, Inc. 401(k) Savings Plan · $34M · 116 · 81st

  • EIN $34M
  • RANK 116
  • PHOTO 81st
  • IND 401(k)
  • EOY near Avports LLC 401(k) Plan
  • 5500 ind #16613

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Savantage Financial Services, Inc. 401(k) Savings Plan in the asset neighbourhood

Savantage Financial Services, Inc. 401(k) Savings PlanSavantage Financial Services…$34MAvports LLC 401(k) Plan$34MUpa 401(k) Savings Plan$34MSavings Plan for Employees of California Chamber of CommerceSavings Plan for Employees o…$34MI.C. System, Inc. Savings Plus PlanI.C. System, Inc. Savings Pl…$34M
End-of-year total assets ($M) among Savantage Financial Services, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$7M
Employer EIN363379794
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Savantage Financial Services, Inc.)

Sponsor-wide plan assets over time

All Savantage Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 47.7665774050815% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.8M $41M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 111 $28M
2023 1 116 $34M
2024 1 133 $41M

Nearby 401(k) Plans in Maryland

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

Savantage Financial Services, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Savantage Financial Services, Inc. 401(k) Savings Plan, Total assets ($B): 0.034365337 · Participants: 116Savantage Financial Services, Inc. 401(k) Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Savantage Financial Services, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Savantage Financial Services, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Savantage Financial Services, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Avports LLC 401(k) Plan in VA ($34M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Savantage Financial Services, Inc. 401(k) Savings Plan assets move in 2023? ▼
Savantage Financial Services, Inc. 401(k) Savings Plan grew sharply - up 23.8% during 2023, from $28M to $34M. Reported net income was $7M.
How have Savantage Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Savantage Financial Services, Inc.'s sponsor-wide assets grew 47.8%, from $28M to $41M.
Where does Savantage Financial Services, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Savantage Financial Services, Inc. 401(k) Savings Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Savantage Financial Services, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avports LLC 401(k) Plan in VA ($34M, 456 participants).
Which 401(k) plans cover a similar participant headcount to Savantage Financial Services, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 363379794.

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.