401(k) · DOL Form 5500 · 2023

Sauer Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
896
Participants Near avg headcount
88th
Percentile by assets National rank
$69,681
Avg per participant Below avg balance/head
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Official DOL plan name: The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Sauer Brands, Inc. · Virginia · Manufacturing

$62M in assets, 896 participants

Sauer Brands, Inc.'s The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust reported $62M in total assets and 896 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,321 in Manufacturing (18,722 peers)

Where The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust sits by assets

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $62M for 896 participants (~$69,681/participant), up 10.6% in 2023.

#15,321
in Manufacturing (18,722 peers)
+10.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$62,434,484 Top 12% higher than 88% 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

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust 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. The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (896 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$16M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $56M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 874 in the plan year 2022 filing to 896 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 834457275 · Sauer Brands, Inc. PY 2023 · 401(k)

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust · $62M · 896 · 88th

  • EOY $62M
  • EOY 896
  • EOY 88th
  • EOY 401(k)
  • EOY near Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan
  • EOY ind #15321

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 Manufacturing retirement plans → · Plans in Virginia →

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & TrustThe Sauer Brands, Inc. 401(k…$62MUmass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing PlanUmass Memorial Shields Pharm…$62MAlaska Power & Telephone Company Employee Stock Ownership & Savings PlanAlaska Power & Telephone Com…$62MDental Health Associates of Madison, Ltd. 401(k) Profit Sharing PlanDental Health Associates of …$62MRss Retirement Plan$62M
End-of-year total assets ($M) among The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$62M
Net Income$6M
Employer EIN834457275
Plan Effective Date1956-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Sauer Brands, Inc.)

Sponsor-wide plan assets over time

All Sauer Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 21.919306488217067% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $56.5M $68.9M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 874 $56M
2023 1 896 $62M
2024 1 921 $69M

Nearby 401(k) Plans in Virginia

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

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.062434484 · Participants: 896The Sauer Brands, Inc. 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan in MA ($62M); by covered participants it is Baycare Clinic 401(k) Retirement Savings Plan in WI (896 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (896 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 The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 10.6% during 2023, from $56M to $62M. Reported net income was $6M.
How have Sauer Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sauer Brands, Inc.'s sponsor-wide assets grew 21.9%, from $56M to $69M.
Where does The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 88th 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 The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Umass Memorial Shields Pharmacy, LLC 401(k) Profit Sharing Plan in MA ($62M, 1,845 participants).
Which 401(k) plans cover a similar participant headcount to The Sauer Brands, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Baycare Clinic 401(k) Retirement Savings Plan in WI (896 participants, $276M 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 834457275.

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.