401(k) · DOL Form 5500 · 2023

Sa Holding Company, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
260
Participants Below avg headcount
50th
Percentile by assets National rank
$25,928
Avg per participant Low balance/head
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Official DOL plan name: Sa Holding Company, Inc. 401(k) Plan · Sponsored by Sa Holding Company, Inc. · Mississippi · Healthcare & Social Assistance

$7M in assets, 260 participants

Sa Holding Company, Inc.'s Sa Holding Company, Inc. 401(k) Plan reported $7M in total assets and 260 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.

  • #9,819 in Healthcare & Social Assistance (17,684 peers)

Sa Holding Company, Inc. multi-year trail

Sa Holding Company, Inc.'s plans moved +41.3% in assets from 2022 to 2024; this filing shows Sa Holding Company, Inc. 401(k) Plan at $7M / 260 participants.

#9,819
in Healthcare & Social Assistance (17,684 peers)
+14.8%
assets growth YoY

Sa Holding Company, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sa Holding Company, Inc. 401(k) Plan vs every filed plan by assets

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

$6,741,319 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

Sa Holding Company, Inc. 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. Sa Holding Company, Inc. 401(k) Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sa Holding Company, Inc. 401(k) Plan reported net income rose from -$509K in the plan year 2022 filing to $868K in the plan year 2023 filing.
  • Sa Holding Company, Inc. 401(k) Plan reported participants fell from 321 in the plan year 2022 filing to 260 in the plan year 2023 filing.
  • Sa Holding Company, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810588728 · Sa Holding Company, Inc. PY 2023 · 401(k)

Sa Holding Company, Inc. 401(k) Plan · $7M · 260 · 50th

  • SCH $7M
  • EBSA 260
  • PART 50th
  • TYPE 401(k)
  • NET near The Dude Abides 401(k) Plan
  • BOOK ind #9819

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 Mississippi →

Sa Holding Company, Inc. 401(k) Plan in the asset neighbourhood

Sa Holding Company, Inc. 401(k) PlanSa Holding Company, Inc. 401…$7MThe Dude Abides 401(k) Plan$7MThe Exchange Bank of Alabama Retirement PlanThe Exchange Bank of Alabama…$7MDaisy Manufacturing Company 401(k) PlanDaisy Manufacturing Company …$7MLessen, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Sa Holding Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sa Holding Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sa Holding Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 41.25722166883764% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.87M $8.3M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 321 $6M
2023 1 260 $7M
2024 1 519 $8M

Sa Holding Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$868K
Employer EIN810588728
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Sa Holding Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Sa Holding Company, Inc. 401(k) Plan, Total assets ($M): 6.741319 · Participants: 260Sa Holding Company, Inc. 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Sa Holding Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Sa Holding Company, Inc. 401(k) Plan side-by-side with 3 peers →

Sa Holding Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is The Dude Abides 401(k) Plan in TN ($7M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Sa Holding Company, Inc. 401(k) Plan assets move in 2023? ▼
Sa Holding Company, Inc. 401(k) Plan grew at a solid clip - up 14.8% during 2023, from $6M to $7M. Reported net income was $868K.
How have Sa Holding Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sa Holding Company, Inc.'s sponsor-wide assets grew 41.3%, from $6M to $8M.
Which 401(k) plans are similar in size to Sa Holding Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Dude Abides 401(k) Plan in TN ($7M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Sa Holding Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants, $7M 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 810588728.

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.