401(k) · DOL Form 5500 · 2023
Saxco International, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 229
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $81,128
- Avg per participant Below avg balance/head
Official DOL plan name: Saxco International, LLC Savings and Investment Plan · Sponsored by Saxco International, LLC · California · Wholesale Trade
$19M in assets, 229 participants
Saxco International, LLC's Saxco International, LLC Savings and Investment Plan reported $19M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #4,269 in Wholesale Trade (6,309 peers)
Coverage in California
Saxco International, LLC Savings and Investment Plan covers 229 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $19M.
- #4,269
- in Wholesale Trade (6,309 peers)
- +22.1%
- assets growth YoY
Saxco International, LLC Savings and Investment Plan's outsized position by total assets
Saxco International, LLC Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,578,411 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Saxco International, LLC Savings and Investment 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. Saxco International, LLC Savings and Investment Plan sits mid-pack in the medium band (229 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Saxco International, LLC Savings and Investment Plan reported net income rose from -$700K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Saxco International, LLC Savings and Investment Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Saxco International, LLC Savings and Investment Plan reported participants rose from 204 in the plan year 2022 filing to 229 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 273989735 · Saxco International, LLC PY 2023 · 401(k)
Saxco International, LLC Savings and Investment Plan · $19M · 229 · 71st
- PART $19M
- TYPE 229
- NET 71st
- BOOK 401(k)
- VS-ST near 401(k) Plan for the Kappa Group of Companies
- BOY ind #4269
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 Wholesale Trade retirement plans → · Plans in California →
Saxco International, LLC Savings and Investment Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 273989735 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saxco International, LLC)
Sponsor-wide plan assets over time
All Saxco International, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 20.483521440126527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $15M |
| 2023 | 1 | 229 | $19M |
| 2024 | 1 | 202 | $18M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Saxco International, LLC Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is 401(k) Plan for the Kappa Group of Companies in PA ($19M); by covered participants it is P3 Health Partners 401(k) Plan in NV (229 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- 401(k) Plan for the Kappa Group of Companies (PA) $19M · 129
- Christensen, Inc. 401(k) Plan (WA) $19M · 505
- Smart Financial Credit Union 401(k) Plan (TX) $19M · 188
- Ritz-Craft Corporation Profit Sharing Retirement Plan (PA) $19M · 644
Similar participant headcount
Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.
- P3 Health Partners 401(k) Plan (NV) 229 · 0 off
- Superior Credit Union, Inc. 401(k) Plan and Trust (OH) 229 · 0 off
- Skin Cancer and Cosmetic Dermatology 401(k) Plan a (GA) 229 · 0 off
- Game Creek Video 401(k) Plan (NH) 229 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.