401(k) · DOL Form 5500 · 2023
Service to Achieve Growth and Em 401(k) Plan
Data updated 2026-08-25
- $404K
- Total assets Small plan by assets
- 282
- Participants Below avg headcount
- 16th
- Percentile by assets National rank
- $1,432
- Avg per participant Low balance/head
Official DOL plan name: Sage 401(k) Plan · Sponsored by Service to Achieve Growth and Em · California · Healthcare & Social Assistance
$404K in assets, 282 participants
Service to Achieve Growth and Em's Sage 401(k) Plan reported $404K in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #2,038 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Sage 401(k) Plan covers 282 participants in California, about 45% of the average California filer (state average ~630 per filing). Assets: $404K.
- #2,038
- in Healthcare & Social Assistance (17,684 peers)
- $404K
- reported net income
Sage 401(k) Plan among the smaller filed plans by assets
Sage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$403,701 16th percentile higher than 16% 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
Sage 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 401(k) Plan sits mid-pack in the medium band (282 participants).
Published 5500 schedule card
Filing strip 205278257 · Service to Achieve Growth and Em PY 2023 · 401(k)
Sage 401(k) Plan · $404K · 282 · 16th
- BOY $404K
- SCH 282
- EBSA 16th
- PART 401(k)
- TYPE near Stay in Your Home Houston, Inc. 401(k) Profit Sharing Plan
- NET ind #2038
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Sage 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $404K |
| Net Income | $404K |
| Employer EIN | 205278257 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Service to Achieve Growth and Em)
Sponsor-wide plan assets over time
All Service to Achieve Growth and Em plans reported in each filing year
- Latest sponsor-wide plan assets
- $785K 94.34457680312904% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 282 | $404K |
| 2024 | 1 | 231 | $785K |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Sage 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Stay in Your Home Houston, Inc. 401(k) Profit Sharing Plan in TX ($404K); by covered participants it is E. O. Johnson Company, Inc. 401(k) Profit Sharing Plan in WI (282 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($404K here).
Similar participant headcount
Nearest other-state filings by covered participants (282 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.