401(k) · DOL Form 5500 · 2023

Sage Health Care PLLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
18
Participants Small participant base
33rd
Percentile by assets National rank
$140,806
Avg per participant Near avg balance/head
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Official DOL plan name: Sage Health Care PLLC 401(k) Profit Sharing Plan · Sponsored by Sage Health Care PLLC · Idaho · Healthcare & Social Assistance

$3M in assets, 18 participants

Sage Health Care PLLC's Sage Health Care PLLC 401(k) Profit Sharing Plan reported $3M in total assets and 18 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.

  • #5,865 in Healthcare & Social Assistance (17,684 peers)

Sage Health Care PLLC multi-year trail

Sage Health Care PLLC's plans moved +41.4% in assets from 2022 to 2024; this filing shows Sage Health Care PLLC 401(k) Profit Sharing Plan at $3M / 18 participants.

#5,865
in Healthcare & Social Assistance (17,684 peers)
+17.8%
assets growth YoY

Sage Health Care PLLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sage Health Care PLLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,534,514 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

Sage Health Care PLLC 401(k) Profit Sharing 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. Sage Health Care PLLC 401(k) Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sage Health Care PLLC 401(k) Profit Sharing Plan reported net income rose from -$126K in the plan year 2022 filing to $382K in the plan year 2023 filing.
  • Sage Health Care PLLC 401(k) Profit Sharing Plan reported participants rose from 12 in the plan year 2022 filing to 18 in the plan year 2023 filing.
  • Sage Health Care PLLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820471268 · Sage Health Care PLLC PY 2023 · 401(k)

Sage Health Care PLLC 401(k) Profit Sharing Plan · $3M · 18 · 33rd

  • EBSA $3M
  • PART 18
  • TYPE 33rd
  • NET 401(k)
  • BOOK near Mishicot Dental, S.C. 401(k) Profit Sharing Plan
  • VS-ST ind #5865

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 Healthcare & Social Assistance retirement plans → · Plans in Idaho →

Sage Health Care PLLC 401(k) Profit Sharing Plan in the asset neighbourhood

Sage Health Care PLLC 401(k) Profit Sharing PlanSage Health Care PLLC 401(k)…$3MMishicot Dental, S.C. 401(k) Profit Sharing PlanMishicot Dental, S.C. 401(k)…$3MFusion Family Wealth, LLC 401(k) Profit Sharing PlanFusion Family Wealth, LLC 40…$3MSubcon, Inc. 401(k) Profit Sharing PlanSubcon, Inc. 401(k) Profit S…$3MRide Now Motors 401(k) Plan$3M
End-of-year total assets ($M) among Sage Health Care PLLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sage Health Care PLLC multi-year asset trail

Sponsor-wide plan assets over time

All Sage Health Care PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.417930906303% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.15M $3.04M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 12 $2M
2023 1 18 $3M
2024 1 19 $3M

Sage Health Care PLLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$382K
Employer EIN820471268
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Sage Health Care PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Sage Health Care PLLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002534514 · Participants: 18Sage Health Care PLLC 401(k) Profit Sharing PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Sage Health Care PLLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Sage Health Care PLLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sage Health Care PLLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Mishicot Dental, S.C. 401(k) Profit Sharing Plan in WI ($3M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Sage Health Care PLLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Sage Health Care PLLC 401(k) Profit Sharing Plan grew sharply - up 17.8% during 2023, from $2M to $3M. Reported net income was $382K.
How have Sage Health Care PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Health Care PLLC's sponsor-wide assets grew 41.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Sage Health Care PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mishicot Dental, S.C. 401(k) Profit Sharing Plan in WI ($3M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Sage Health Care PLLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M 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 820471268.

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.