Money Purchase · DOL Form 5500 · 2023

Michael D Sabo Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
24th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Michael D Sabo 401(k) Plan · Sponsored by Michael D Sabo · Pennsylvania · Finance & Insurance

$1M in assets, 1 participants

Michael D Sabo's Michael D Sabo 401(k) Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,368 in Finance & Insurance (8,869 peers)

Michael D Sabo multi-year trail

Michael D Sabo's plans moved +32.6% in assets from 2022 to 2024; this filing shows Michael D Sabo 401(k) Plan at $1M / 1 participant.

#1,368
in Finance & Insurance (8,869 peers)
+20.0%
assets growth YoY

Michael D Sabo 401(k) Plan among the smaller filed plans by assets

Michael D Sabo 401(k) Plan vs every filed plan by assets

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

$1,029,863 24th percentile higher than 24% 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

Michael D Sabo 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael D Sabo 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Michael D Sabo 401(k) Plan reported net income rose from $94K in the plan year 2022 filing to $172K in the plan year 2023 filing.
  • Michael D Sabo 401(k) Plan end-of-year assets rose from $858K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251867098 · Michael D Sabo PY 2023 · Money Purchase

Michael D Sabo 401(k) Plan · $1M · 1 · 24th

  • EBSA $1M
  • PART 1
  • TYPE 24th
  • NET Money Purchase
  • BOOK near Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan
  • VS-ST ind #1368

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Michael D Sabo 401(k) Plan in the asset neighbourhood

Amg & Associates, LLC Rollover-Only Money Purchase PlanAmg & Associates, LLC Rollov…$1MMichael D Sabo 401(k) Plan$1MPartners National Health Plans of Nc, Inc. Target Benefit Pension PlanPartners National Health Pla…$1MCommunities of Abilene Federal Credit Union Mp PlanCommunities of Abilene Feder…$1MMiller Wagner & Company PLLC Money Purchase Pension PlanMiller Wagner & Company PLLC…$1M
End-of-year total assets ($M) among Michael D Sabo 401(k) Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Michael D Sabo multi-year asset trail

Sponsor-wide plan assets over time

All Michael D Sabo plans reported in each filing year

Latest sponsor-wide plan assets
$1M 32.617290397176546% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.86M $1.14M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 1 $858K
2023 1 1 $1M
2024 1 1 $1M

Michael D Sabo filing trail (2023)

Total Assets (Beginning of Year)$858K
Net Assets (End of Year)$1M
Net Income$172K
Employer EIN251867098
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Michael D Sabo 401(k) Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Michael D Sabo 401(k) Plan, Total assets ($M): 1.029863 · Participants: 1Michael D Sabo 401(k) PlanCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Michael D Sabo 401(k) Plan vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Michael D Sabo 401(k) Plan side-by-side with 3 peers →

Michael D Sabo 401(k) Plan's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan in NC ($1M); by covered participants it is Lmr Retirement Plan in PR (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Michael D Sabo 401(k) Plan assets move in 2023? ▼
Michael D Sabo 401(k) Plan grew sharply - up 20.0% during 2023, from $858K to $1M. Reported net income was $172K.
How have Michael D Sabo plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Michael D Sabo's sponsor-wide assets grew 32.6%, from $858K to $1M.
Where does Michael D Sabo 401(k) Plan rank by assets among Form 5500 filers? ▼
Michael D Sabo 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Money Purchase plans are similar in size to Michael D Sabo 401(k) Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Partners National Health Plans of Nc, Inc. Target Benefit Pension Plan in NC ($1M, 134 participants).
Which Money Purchase plans cover a similar participant headcount to Michael D Sabo 401(k) Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Lmr Retirement Plan in PR (1 participant, $685K 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 251867098.

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.