401(k) · DOL Form 5500 · 2023

Sag Aftra 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
463
Participants Below avg headcount
86th
Percentile by assets National rank
$109,184
Avg per participant Below avg balance/head
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Official DOL plan name: Sag-Aftra 401(k) Retirement Plan · Sponsored by Sag Aftra · California · Information & Media

$51M in assets, 463 participants

Sag Aftra's Sag-Aftra 401(k) Retirement Plan reported $51M in total assets and 463 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,256 in Information & Media (2,818 peers)

Where Sag-Aftra 401(k) Retirement Plan sits by assets

Sag-Aftra 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $51M for 463 participants (~$109,184/participant), up 17.3% in 2023.

#2,256
in Information & Media (2,818 peers)
+17.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sag-Aftra 401(k) Retirement Plan's outsized position by total assets

Sag-Aftra 401(k) Retirement Plan vs every filed plan by assets

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

$50,552,018 Top 14% higher than 86% 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

Sag-Aftra 401(k) Retirement 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. Sag-Aftra 401(k) Retirement Plan sits mid-pack in the medium band (463 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sag-Aftra 401(k) Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sag-Aftra 401(k) Retirement Plan end-of-year assets rose from $43M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Sag-Aftra 401(k) Retirement Plan reported participants rose from 402 in the plan year 2022 filing to 463 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 454931719 · Sag Aftra PY 2023 · 401(k)

Sag-Aftra 401(k) Retirement Plan · $51M · 463 · 86th

  • IND $51M
  • IND 463
  • IND 86th
  • IND 401(k)
  • IND near Gte Federal Credit Union 401(k) Retirement Plan
  • IND ind #2256

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 Information & Media retirement plans → · Plans in California →

Sag-Aftra 401(k) Retirement Plan in the asset neighbourhood

East Carolina Anesthesia Associates, PLLC 401(k) Profit Sharing PlanEast Carolina Anesthesia Ass…$51MAgile Defense LLC 401(k) Plan$51MSag-Aftra 401(k) Retirement PlanSag-Aftra 401(k) Retirement …$51MGte Federal Credit Union 401(k) Retirement PlanGte Federal Credit Union 401…$51MSierra Construction Company, Inc. Profit Sharing Retirement PlanSierra Construction Company,…$51M
End-of-year total assets ($M) among Sag-Aftra 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$51M
Net Income$7M
Employer EIN454931719
Plan Effective Date1985-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sag Aftra)

Sponsor-wide plan assets over time

All Sag Aftra plans reported in each filing year

Latest sponsor-wide plan assets
$58M 34.771363216264454% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $43.1M $58.1M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 402 $43M
2023 1 463 $51M
2024 1 502 $58M

Nearby 401(k) Plans in California

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

Sag-Aftra 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sag-Aftra 401(k) Retirement Plan, Total assets ($B): 0.050552018 · Participants: 463Sag-Aftra 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sag-Aftra 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sag-Aftra 401(k) Retirement Plan side-by-side with 3 peers →

Sag-Aftra 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gte Federal Credit Union 401(k) Retirement Plan in FL ($51M); by covered participants it is J. a. Riggs Tractor Company Profit Sharing Plan in AR (463 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (463 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 Sag-Aftra 401(k) Retirement Plan assets move in 2023? ▼
Sag-Aftra 401(k) Retirement Plan grew sharply - up 17.3% during 2023, from $43M to $51M. Reported net income was $7M.
How have Sag Aftra plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sag Aftra's sponsor-wide assets grew 34.8%, from $43M to $58M.
Where does Sag-Aftra 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Sag-Aftra 401(k) Retirement Plan ranks in the 86th 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 Sag-Aftra 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gte Federal Credit Union 401(k) Retirement Plan in FL ($51M, 506 participants).
Which 401(k) plans cover a similar participant headcount to Sag-Aftra 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is J. a. Riggs Tractor Company Profit Sharing Plan in AR (463 participants, $72M 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 454931719.

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.