Other · DOL Form 5500 · 2023

Sage Ridge School Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
50
Participants Small participant base
47th
Percentile by assets National rank
$113,414
Avg per participant Below avg balance/head
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Official DOL plan name: Sage Ridge School Defined Contribution Retirement Plan · Sponsored by Sage Ridge School · Nevada · Educational Services

$6M in assets, 50 participants

Sage Ridge School's Sage Ridge School Defined Contribution Retirement Plan reported $6M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #1,176 in Educational Services (3,735 peers)

Sage Ridge School multi-year trail

Sage Ridge School's plans moved +25.3% in assets from 2022 to 2024; this filing shows Sage Ridge School Defined Contribution Retirement Plan at $6M / 50 participants.

#1,176
in Educational Services (3,735 peers)
+14.7%
assets growth YoY

Sage Ridge School Defined Contribution Retirement Plan's mid-pack asset rank among Educational Services and all filers

Sage Ridge School Defined Contribution Retirement Plan vs every filed plan by assets

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

$5,670,683 47th percentile higher than 47% 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

Sage Ridge School Defined Contribution Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sage Ridge School Defined Contribution Retirement Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sage Ridge School Defined Contribution Retirement Plan reported net income rose from -$628K in the plan year 2022 filing to $725K in the plan year 2023 filing.
  • Sage Ridge School Defined Contribution Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sage Ridge School Defined Contribution Retirement Plan reported participants rose from 48 in the plan year 2022 filing to 50 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 860852480 · Sage Ridge School PY 2023 · Other

Sage Ridge School Defined Contribution Retirement Plan · $6M · 50 · 47th

  • ASSETS $6M
  • ASSETS 50
  • ASSETS 47th
  • ASSETS Other
  • ASSETS near Employee Benefit Plan of Meals on Wheels and More, Inc.
  • ASSETS ind #1176

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 Nevada →

Sage Ridge School Defined Contribution Retirement Plan in the asset neighbourhood

Occupational Training Center of Burlington County, Inc. 403(b) PlanOccupational Training Center…$6MUpper Bay 403(b) Plan$6MSage Ridge School Defined Contribution Retirement PlanSage Ridge School Defined Co…$6MEmployee Benefit Plan of Meals on Wheels and More, Inc.Employee Benefit Plan of Mea…$6MNinnescah Valley Health Systems Retirement PlanNinnescah Valley Health Syst…$6M
End-of-year total assets ($M) among Sage Ridge School Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Sage Ridge School multi-year asset trail

Sponsor-wide plan assets over time

All Sage Ridge School plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.255892306267697% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.95M $6.2M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 48 $5M
2023 1 50 $6M
2024 1 46 $6M

Sage Ridge School filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$725K
Employer EIN860852480
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Nevada

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

Sage Ridge School Defined Contribution Retirement Plan vs. nearby Other plans in Nevada, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 050100150 Total assets ($M) Participants Sage Ridge School Defined Contribution Retirement Plan, Total assets ($M): 5.670683 · Participants: 50Sage Ridge School Defined Contribution Retirement PlanElectrical Workers Defined Contribution Plan for N. Nv., Total assets ($M): 114.698889 · Participants: 1585Electrical Workers Defined Contribution Plan for N. Nv.Roseman University of Health Sciences Defined Contribution Plan, Total assets ($M): 71.547763 · Participants: 533Roseman University of Health Sciences Defined Contribution PlanU. a. Local 350 Retirement Trust, Total assets ($M): 38.222233 · Participants: 695U. a. Local 350 Retirement TrustMeadows School Defined Contribution Retirement Plan, Total assets ($M): 32.072648 · Participants: 170Meadows School Defined Contribution Retirement PlanCement Masons Annuity Trust Fund for Northern Nevada, Total assets ($M): 29.263583 · Participants: 194Cement Masons Annuity Trust Fund for Northern Nevada
Sage Ridge School Defined Contribution Retirement Plan vs. nearby Other plans in Nevada, assets vs. participants

Sage Ridge School Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Nevada, the nearest Other by assets is Employee Benefit Plan of Meals on Wheels and More, Inc. in TX ($6M); by covered participants it is Retirement Plan for Specified Employees of the Faculty-Student Association of the State University of New York at Buffalo, Inc. in NY (50 participants). Same-state nearby plans are listed separately above.

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 Sage Ridge School Defined Contribution Retirement Plan assets move in 2023?
Sage Ridge School Defined Contribution Retirement Plan grew at a solid clip - up 14.7% during 2023, from $5M to $6M. Reported net income was $725K.
How have Sage Ridge School plan assets changed over time?
Across 3 plan years on file (2022-2024), Sage Ridge School's sponsor-wide assets grew 25.3%, from $5M to $6M.
Which Other plans are similar in size to Sage Ridge School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Meals on Wheels and More, Inc. in TX ($6M, 234 participants).
Which Other plans cover a similar participant headcount to Sage Ridge School Defined Contribution Retirement Plan?
Among Other plans in other states, the closest by covered participants is Retirement Plan for Specified Employees of the Faculty-Student Association of the State University of New York at Buffalo, Inc. in NY (50 participants, $10M in assets).