401(k) · DOL Form 5500 · 2023

Saw Mill Capital LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 23
Participants Small participant base: 46th
Percentile by assets National rank: $234,483
Avg per participant Above avg balance/head

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Official DOL plan name: Saw Mill Capital LLC 401(k) Plan · Sponsored by Saw Mill Capital LLC · New York · Finance & Insurance

$5M in assets, 23 participants

Saw Mill Capital LLC's Saw Mill Capital LLC 401(k) Plan reported $5M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

#2,884 in Finance & Insurance (8,869 peers)

Saw Mill Capital LLC multi-year trail

Saw Mill Capital LLC's plans moved +66.7% in assets from 2022 to 2024; this filing shows Saw Mill Capital LLC 401(k) Plan at $5M / 23 participants.

#2,884
in Finance & Insurance (8,869 peers): +29.2%
assets growth YoY

Saw Mill Capital LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Saw Mill Capital LLC 401(k) Plan vs every filed plan by assets

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

$5,393,102 46th percentile higher than 46% 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

Saw Mill Capital LLC 401(k) 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. Saw Mill Capital LLC 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Saw Mill Capital LLC 401(k) Plan reported net income rose from -$774K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Saw Mill Capital LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Saw Mill Capital LLC 401(k) Plan reported participants rose from 18 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133932551 · Saw Mill Capital LLC PY 2023 · 401(k)

Saw Mill Capital LLC 401(k) Plan · $5M · 23 · 46th

VS-ST $5M
BOY 23
SCH 46th
EBSA 401(k)
PART near Dgn Technologies Inc 401(k) Plan
TYPE ind #2884

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 New York →

End-of-year total assets ($M) among Saw Mill Capital LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Saw Mill Capital LLC multi-year asset trail

Latest sponsor-wide plan assets: $7M 66.73834402303581% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	18	$4M
2023	1	23	$5M
2024	1	23	$7M

Saw Mill Capital LLC filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	133932551
Plan Effective Date	2002-04-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Saw Mill Capital LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Saw Mill Capital LLC 401(k) Plan side-by-side with 3 peers →

Saw Mill Capital LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Dgn Technologies Inc 401(k) Plan in CA ($5M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Dgn Technologies Inc 401(k) Plan (CA) $5M · 166
Cobalt Labs 401(k) Plan (CA) $5M · 144
Rv Direct Dba Johnson Rv Sales 401(k) Plan (OR) $5M · 205
Evans Components, Inc Tax Deferred Retirement Plan (OR) $5M · 138

Similar participant headcount

Nearest other-state filings by covered participants (23 participants); asset peers above are excluded.

Tri J Packaging, Inc. Retirement Plan (GA) 23 · 0 off
Fdg Retirement Plan & Trust (CO) 23 · 0 off
Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan (TN) 23 · 0 off
Taylor, Book, Allen & Morris, LLP 401(k) Plan (TX) 23 · 0 off

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 Saw Mill Capital LLC 401(k) Plan assets move in 2023? ▼

Saw Mill Capital LLC 401(k) Plan grew sharply - up 29.2% during 2023, from $4M to $5M. Reported net income was $1M.

How have Saw Mill Capital LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Saw Mill Capital LLC's sponsor-wide assets grew 66.7%, from $4M to $7M.

Which 401(k) plans are similar in size to Saw Mill Capital LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Dgn Technologies Inc 401(k) Plan in CA ($5M, 166 participants).

Which 401(k) plans cover a similar participant headcount to Saw Mill Capital LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 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 133932551.