401(k) · DOL Form 5500 · 2023

Sage Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
414
Participants Below avg headcount
41st
Percentile by assets National rank
$9,856
Avg per participant Low balance/head
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Official DOL plan name: Sage Senior Living, LLC 401(k) Plan · Sponsored by Sage Senior Living, LLC · Pennsylvania · Construction

$4M in assets, 414 participants

Sage Senior Living, LLC's Sage Senior Living, LLC 401(k) Plan reported $4M in total assets and 414 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,479 in Construction (9,030 peers)

Sage Senior Living, LLC multi-year trail

Sage Senior Living, LLC's plans moved +100.4% in assets from 2022 to 2024; this filing shows Sage Senior Living, LLC 401(k) Plan at $4M / 414 participants.

#3,479
in Construction (9,030 peers)
+46.7%
assets growth YoY

Sage Senior Living, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Sage Senior Living, LLC 401(k) Plan vs every filed plan by assets

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

$4,080,188 41st percentile higher than 41% 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 Senior Living, LLC 401(k) 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. Sage Senior Living, LLC 401(k) Plan sits mid-pack in the medium band (414 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sage Senior Living, LLC 401(k) Plan reported net income rose from $79K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sage Senior Living, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sage Senior Living, LLC 401(k) Plan reported participants fell from 452 in the plan year 2022 filing to 414 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 450519545 · Sage Senior Living, LLC PY 2023 · 401(k)

Sage Senior Living, LLC 401(k) Plan · $4M · 414 · 41st

  • BOOK $4M
  • VS-ST 414
  • BOY 41st
  • SCH 401(k)
  • EBSA near Konekt 401(k) Plan
  • PART ind #3479

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 Construction retirement plans → · Plans in Pennsylvania →

Sage Senior Living, LLC 401(k) Plan in the asset neighbourhood

Sage Senior Living, LLC 401(k) PlanSage Senior Living, LLC 401(…$4MKonekt 401(k) Plan$4MOvia Health 401(k) Plan$4MBrazen Retirement Plan$4MAgency Sacks Incorporated 401(k) PlanAgency Sacks Incorporated 40…$4M
End-of-year total assets ($M) among Sage Senior Living, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sage Senior Living, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sage Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 100.43101262978111% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.78M $5.57M ▲ +100.4%
Year Plans Participants Total Assets
2022 1 452 $3M
2023 1 414 $4M
2024 1 527 $6M

Sage Senior Living, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN450519545
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Sage Senior Living, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Sage Senior Living, LLC 401(k) Plan, Total assets ($B): 0.004080188 · Participants: 414Sage Senior Living, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Sage Senior Living, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sage Senior Living, LLC 401(k) Plan side-by-side with 3 peers →

Sage Senior Living, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Konekt 401(k) Plan in IL ($4M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (414 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (414 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 Senior Living, LLC 401(k) Plan assets move in 2023? ▼
Sage Senior Living, LLC 401(k) Plan surged - up 46.7% during 2023, from $3M to $4M. Reported net income was $1M.
How have Sage Senior Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Senior Living, LLC's sponsor-wide assets grew 100.4%, from $3M to $6M.
Which 401(k) plans are similar in size to Sage Senior Living, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Konekt 401(k) Plan in IL ($4M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Sage Senior Living, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (414 participants, $39M 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 450519545.

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.