401(k)
2023 plan-year 401(k) DOL Form 5500

Saxco International, LLC Savings and Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Saxco International, LLC · California · Wholesale Trade

What the 2023 filing shows

Saxco International, LLC Savings and Investment Plan holds $19M for 229 participants — about $81,128 per participant, up 22.1% over the 2023 plan year.

$19M
total plan assets (2023 EOY)
229
covered participants
$81,128
avg assets per participant
+22.1%
assets growth YoY
Total Assets (2023)
$19M
Participants
229
State
Industry
Wholesale Trade

What the Filing Says About Saxco International, LLC Savings and Investment Plan

Saxco International, LLC Savings and Investment Plan is a 401(k) retirement plan sponsored by Saxco International, LLC, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 229 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 273989735, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2023 to $19M at year-end — a gain of 22.1%. Net assets (after liabilities) closed the year at $19M, with reported net income of $3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$3M
Plan Type401(k)
Employer EIN273989735
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Saxco International, LLC)

Year Plans Participants Total Assets
2022 1 204 $15M
2023 1 229 $19M
2024 1 202 $18M

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Frequently Asked Questions

How much money is in the Saxco International, LLC Savings and Investment Plan?
As of the 2023 Form 5500 filing, Saxco International, LLC Savings and Investment Plan holds $19M in total assets with 229 participants. It is sponsored by Saxco International, LLC.
What type of plan is Saxco International, LLC Savings and Investment Plan?
Saxco International, LLC Savings and Investment Plan is a 401(k) plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 273989735.
Who sponsors the Saxco International, LLC Savings and Investment Plan?
Saxco International, LLC Savings and Investment Plan is sponsored by Saxco International, LLC, located in California. The sponsor's EIN is 273989735 and the plan operates in the Wholesale Trade industry.
How did Saxco International, LLC Savings and Investment Plan perform in 2023?
Saxco International, LLC Savings and Investment Plan grew by 22.1% during 2023, moving from $15M to $19M in total assets. Net income was $3M.
Where can I find official filings for Saxco International, LLC Savings and Investment Plan?
Official Form 5500 filings for Saxco International, LLC Savings and Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 273989735 or plan name at efast.dol.gov.
How does Saxco International, LLC Savings and Investment Plan compare to other plans?
You can compare Saxco International, LLC Savings and Investment Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 273989735.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.