401(k) · DOL Form 5500 · 2023

The Saxton Group, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
743
Participants Near avg headcount
50th
Percentile by assets National rank
$8,989
Avg per participant Low balance/head
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Official DOL plan name: The Saxton Group 401(k) Plan · Sponsored by The Saxton Group, LLC · Texas · Food Services & Accommodation

$7M in assets, 743 participants

The Saxton Group, LLC's The Saxton Group 401(k) Plan reported $7M in total assets and 743 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #3,116 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Saxton Group 401(k) Plan ranks #3,116 of 3,828 2023 filers by assets (293% of the sector average)-$7M for 743 participants.

#3,116
in Food Services & Accommodation (3,828 peers)
+17.3%
assets growth YoY

The Saxton Group 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

The Saxton Group 401(k) Plan vs every filed plan by assets

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

$6,678,680 Top 50% higher than 50% 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 Saxton Group 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. The Saxton Group 401(k) Plan sits mid-pack in the medium band (743 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Saxton Group 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $983K in the plan year 2023 filing.
  • The Saxton Group 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Saxton Group 401(k) Plan reported participants fell from 760 in the plan year 2022 filing to 743 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640802679 · The Saxton Group, LLC PY 2023 · 401(k)

The Saxton Group 401(k) Plan · $7M · 743 · 50th

  • SCH $7M
  • EBSA 743
  • PART 50th
  • TYPE 401(k)
  • NET near Green Bay Converting, Inc. 401(k) Retirement Savings Plan
  • BOOK ind #3116

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 Food Services & Accommodation retirement plans → · Plans in Texas →

The Saxton Group 401(k) Plan in the asset neighbourhood

The Saxton Group 401(k) Plan$7MGreen Bay Converting, Inc. 401(k) Retirement Savings PlanGreen Bay Converting, Inc. 4…$7MRecco Home Care Services, Inc. Wage Parity Retirement PlanRecco Home Care Services, In…$7MForerunner Technologies Inc. 401(k) Profit Sharing Plan and TrustForerunner Technologies Inc.…$7MBradford Marine 401(k) Plan$7M
End-of-year total assets ($M) among The Saxton Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$983K
Employer EIN640802679
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Saxton Group, LLC)

Sponsor-wide plan assets over time

All The Saxton Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.516478047089965% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.7M $7.32M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 760 $6M
2023 1 743 $7M
2024 1 703 $7M

Nearby 401(k) Plans in Texas

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

The Saxton Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Saxton Group 401(k) Plan, Total assets ($B): 0.00667868 · Participants: 743The Saxton Group 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The Saxton Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Saxton Group 401(k) Plan side-by-side with 3 peers →

The Saxton Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Green Bay Converting, Inc. 401(k) Retirement Savings Plan in WI ($7M); by covered participants it is Anchor Hocking 401(k) Plan in OH (743 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (743 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 Saxton Group 401(k) Plan assets move in 2023? ▼
The Saxton Group 401(k) Plan grew sharply - up 17.3% during 2023, from $6M to $7M. Reported net income was $983K.
How have The Saxton Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Saxton Group, LLC's sponsor-wide assets grew 28.5%, from $6M to $7M.
Which 401(k) plans are similar in size to The Saxton Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Green Bay Converting, Inc. 401(k) Retirement Savings Plan in WI ($7M, 182 participants).
Which 401(k) plans cover a similar participant headcount to The Saxton Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anchor Hocking 401(k) Plan in OH (743 participants, $42M 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 640802679.

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.