401(k) · DOL Form 5500 · 2023

Saga Innovations 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
163
Participants Small participant base
30th
Percentile by assets National rank
$11,707
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Saga Innovations 401(k) Plan · Sponsored by Saga Innovations · Massachusetts · Educational Services

$2M in assets, 163 participants

Saga Innovations's Saga Innovations 401(k) Plan reported $2M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #715 in Educational Services (3,735 peers)

Coverage in Massachusetts

Saga Innovations 401(k) Plan covers 163 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $2M.

#715
in Educational Services (3,735 peers)
+122.0%
assets growth YoY

Saga Innovations 401(k) Plan among the smaller filed plans by assets

Saga Innovations 401(k) Plan vs every filed plan by assets

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

$1,908,305 30th percentile higher than 30% 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

Saga Innovations 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. Saga Innovations 401(k) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saga Innovations 401(k) Plan reported net income rose from $303K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Saga Innovations 401(k) Plan end-of-year assets rose from $859K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Saga Innovations 401(k) Plan reported participants fell from 167 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472168942 · Saga Innovations PY 2023 · 401(k)

Saga Innovations 401(k) Plan · $2M · 163 · 30th

  • BOY $2M
  • SCH 163
  • EBSA 30th
  • PART 401(k)
  • TYPE near Rolling Dough 401(k) Plan
  • NET ind #715

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 Educational Services retirement plans → · Plans in Massachusetts →

Saga Innovations 401(k) Plan in the asset neighbourhood

Saga Innovations 401(k) Plan$2MRolling Dough 401(k) Plan$2MThomas Colville, Inc. 401(k) PlanThomas Colville, Inc. 401(k)…$2MPrimus Global Services 401(k) PlanPrimus Global Services 401(k…$2MTri-State Electric, Inc. Profit Sharing 401(k) PlanTri-State Electric, Inc. Pro…$2M
End-of-year total assets ($M) among Saga Innovations 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$859K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN472168942
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saga Innovations)

Sponsor-wide plan assets over time

All Saga Innovations plans reported in each filing year

Latest sponsor-wide plan assets
$3M 276.9498108132007% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.86M $3.24M ▲ +276.7%
Year Plans Participants Total Assets
2022 1 167 $859K
2023 1 163 $2M
2024 1 186 $3M

Nearby 401(k) Plans in Massachusetts

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

Saga Innovations 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Saga Innovations 401(k) Plan, Total assets ($B): 0.001908305 · Participants: 163Saga Innovations 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Saga Innovations 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Saga Innovations 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Rolling Dough 401(k) Plan in TX ($2M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Saga Innovations 401(k) Plan assets move in 2023? ▼
Saga Innovations 401(k) Plan surged - up 122.0% during 2023, from $859K to $2M. Reported net income was $1M.
How have Saga Innovations plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saga Innovations's sponsor-wide assets grew 276.9%, from $859K to $3M.
Which 401(k) plans are similar in size to Saga Innovations 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rolling Dough 401(k) Plan in TX ($2M, 265 participants).
Which 401(k) plans cover a similar participant headcount to Saga Innovations 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 472168942.

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.