Defined Benefit (Pension) · DOL Form 5500 · 2023
Save on Sp LLC Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 219
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $24,987
- Avg per participant Low balance/head
Official DOL plan name: Save on Sp Cash Balance Plan · Sponsored by Save on Sp LLC · New York · Other Services
$5M in assets, 219 participants
Save on Sp LLC's Save on Sp Cash Balance Plan reported $5M in total assets and 219 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #5,269 in Other Services (7,857 peers)
Coverage in New York
Save on Sp Cash Balance Plan covers 219 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $5M.
- #5,269
- in Other Services (7,857 peers)
- +32.5%
- assets growth YoY
Save on Sp Cash Balance Plan's mid-pack asset rank among Other Services and all filers
Save on Sp Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,472,261 46th percentile higher than 46% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Save on Sp Cash Balance 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. Save on Sp Cash Balance Plan sits mid-pack in the medium band (219 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Save on Sp Cash Balance Plan reported participants rose from 114 in the plan year 2022 filing to 219 in the plan year 2023 filing.
- Save on Sp Cash Balance Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Save on Sp Cash Balance Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
DOL schedule card
Filing strip 473603390 · Save on Sp LLC PY 2023 · Defined Benefit (Pension)
Save on Sp Cash Balance Plan · $5M · 219 · 46th
- TYPE $5M
- TYPE 219
- TYPE 46th
- TYPE Defined Benefit (Pension)
- TYPE near Me West Castings Pension Plan for Tempe Bargaining Unit Employees
- TYPE ind #5269
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 Other Services retirement plans → · Plans in New York →
Save on Sp Cash Balance Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $1M |
| Employer EIN | 473603390 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Save on Sp LLC)
Sponsor-wide plan assets over time
All Save on Sp LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 102.35114595503532% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 228 | $8M |
| 2023 | 2 | 436 | $12M |
| 2024 | 2 | 476 | $16M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Save on Sp Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Me West Castings Pension Plan for Tempe Bargaining Unit Employees in MN ($5M); by covered participants it is Coorstek, Inc. Retirement Plan in CO (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (219 participants); asset peers above are excluded.
- Coorstek, Inc. Retirement Plan (CO) 219 · 0 off
- Monongalia Health System, Inc. Retirement Plan (WV) 219 · 0 off
- Kellanova Muncy Pension Plan (IL) 218 · 1 off
- Snell & Wilmer L.L.P. Retirement Plan for Partners (AZ) 218 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.