401(k) · DOL Form 5500 · 2023

Sagespring Wealth Partners, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
162
Participants Small participant base
65th
Percentile by assets National rank
$81,467
Avg per participant Below avg balance/head
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Official DOL plan name: Sagespring Wealth Partners 401(k) Profit Sharing Plan · Sponsored by Sagespring Wealth Partners, LLC · Tennessee · Finance & Insurance

$13M in assets, 162 participants

Sagespring Wealth Partners, LLC's Sagespring Wealth Partners 401(k) Profit Sharing Plan reported $13M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,402 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Sagespring Wealth Partners 401(k) Profit Sharing Plan covers 162 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.

#4,402
in Finance & Insurance (8,869 peers)
+34.9%
assets growth YoY

Sagespring Wealth Partners 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Sagespring Wealth Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,197,676 Top 35% higher than 65% 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

Sagespring Wealth Partners 401(k) Profit Sharing 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. Sagespring Wealth Partners 401(k) Profit Sharing Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sagespring Wealth Partners 401(k) Profit Sharing Plan reported net income rose from -$79K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sagespring Wealth Partners 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Sagespring Wealth Partners 401(k) Profit Sharing Plan reported participants rose from 155 in the plan year 2022 filing to 162 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 471471217 · Sagespring Wealth Partners, LLC PY 2023 · 401(k)

Sagespring Wealth Partners 401(k) Profit Sharing Plan · $13M · 162 · 65th

  • PHOTO $13M
  • PHOTO 162
  • PHOTO 65th
  • PHOTO 401(k)
  • PHOTO near Spokeo, Inc. 401(k) Plan
  • PHOTO ind #4402

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Sagespring Wealth Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Sagespring Wealth Partners 401(k) Profit Sharing PlanSagespring Wealth Partners 4…$13MSpokeo, Inc. 401(k) Plan$13MLewis, Marenstein, Wicke, Sherwin & Lee, LLP 401(k) Retirement Savings PlanLewis, Marenstein, Wicke, Sh…$13MLeesar Inc. 401(k) Profit Sharing Plan & TrustLeesar Inc. 401(k) Profit Sh…$13MHamcor, Inc. 401(k) Plan$13M
End-of-year total assets ($M) among Sagespring Wealth Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN471471217
Plan Effective Date2021-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sagespring Wealth Partners, LLC)

Sponsor-wide plan assets over time

All Sagespring Wealth Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 63.944399267884165% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.78M $16M ▲ +64.0%
Year Plans Participants Total Assets
2022 1 155 $10M
2023 1 162 $13M
2024 1 170 $16M

Nearby 401(k) Plans in Tennessee

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

Sagespring Wealth Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Sagespring Wealth Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.013197676 · Participants: 162Sagespring Wealth Partners 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Sagespring Wealth Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Sagespring Wealth Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sagespring Wealth Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Spokeo, Inc. 401(k) Plan in CA ($13M); by covered participants it is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Sagespring Wealth Partners 401(k) Profit Sharing Plan assets move in 2023? ▼
Sagespring Wealth Partners 401(k) Profit Sharing Plan surged - up 34.9% during 2023, from $10M to $13M. Reported net income was $3M.
How have Sagespring Wealth Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sagespring Wealth Partners, LLC's sponsor-wide assets grew 63.9%, from $10M to $16M.
Which 401(k) plans are similar in size to Sagespring Wealth Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spokeo, Inc. 401(k) Plan in CA ($13M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Sagespring Wealth Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marine Bank, Etal Employees' 401(k) Profit Sharing Plan & Trust in IL (162 participants, N/A 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 471471217.

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.