401(k) · DOL Form 5500 · 2023

Savista, LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
1,530
Participants Near avg headcount
89th
Percentile by assets National rank
$46,996
Avg per participant Low balance/head
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Official DOL plan name: Savista 401(k) Plan · Sponsored by Savista, LLC · Georgia · Professional & Technical Services

$72M in assets, 1,530 participants

Savista, LLC's Savista 401(k) Plan reported $72M in total assets and 1,530 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,293 in Professional & Technical Services (20,321 peers)

Where Savista 401(k) Plan sits by assets

Savista 401(k) Plan sits in the top quartile of all filed plans by assets, $72M for 1,530 participants (~$46,996/participant), up 14.7% in 2023.

#18,293
in Professional & Technical Services (20,321 peers)
+14.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Savista 401(k) Plan's outsized position by total assets

Savista 401(k) Plan vs every filed plan by assets

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

$71,903,388 Top 11% higher than 89% 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

Savista 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savista 401(k) Plan lands in the large band (1,530 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Savista 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Savista 401(k) Plan reported participants fell from 2,100 in the plan year 2022 filing to 1,530 in the plan year 2023 filing.
  • Savista 401(k) Plan end-of-year assets rose from $63M in the plan year 2022 filing to $72M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 844304977 · Savista, LLC PY 2023 · 401(k)

Savista 401(k) Plan · $72M · 1,530 · 89th

  • EBSA $72M
  • EBSA 1,530
  • EBSA 89th
  • EBSA 401(k)
  • EBSA near Lyons & Company, Inc. Multiple Employer Plan
  • EBSA ind #18293

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Savista 401(k) Plan in the asset neighbourhood

Tuv Sud America, Inc. 401(k) Savings PlanTuv Sud America, Inc. 401(k)…$72MTerrapower, LLC 401(k) Plan$72MLyons & Company, Inc. Multiple Employer PlanLyons & Company, Inc. Multip…$72MSavista 401(k) Plan$72MJ-Berd Mechanical Contractors, Inc. 401(k) PlanJ-Berd Mechanical Contractor…$72M
End-of-year total assets ($M) among Savista 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$72M
Net Income$9M
Employer EIN844304977
Plan Effective Date2021-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Savista, LLC)

Sponsor-wide plan assets over time

All Savista, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$81M 29.715147073173213% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.7M $81.3M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 2,100 $63M
2023 1 1,530 $72M
2024 1 1,410 $81M

Nearby 401(k) Plans in Georgia

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

Savista 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Savista 401(k) Plan, Total assets ($B): 0.071903388 · Participants: 1530Savista 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Savista 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Savista 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Lyons & Company, Inc. Multiple Employer Plan in AL ($72M); by covered participants it is Modernizing Medicine, Inc. 401(k) Plan in FL (1,530 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,530 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 Savista 401(k) Plan assets move in 2023? ▼
Savista 401(k) Plan grew at a solid clip - up 14.7% during 2023, from $63M to $72M. Reported net income was $9M.
How have Savista, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Savista, LLC's sponsor-wide assets grew 29.7%, from $63M to $81M.
Where does Savista 401(k) Plan rank by assets among Form 5500 filers? ▼
Savista 401(k) Plan ranks in the 89th 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 Savista 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lyons & Company, Inc. Multiple Employer Plan in AL ($72M, 3,834 participants).
Which 401(k) plans cover a similar participant headcount to Savista 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Modernizing Medicine, Inc. 401(k) Plan in FL (1,530 participants, $93M 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 844304977.

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.