401(k) · DOL Form 5500 · 2023
Software Guidance and Assistance, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 309
- Participants Below avg headcount
- 66th
- Percentile by assets National rank
- $46,685
- Avg per participant Low balance/head
Official DOL plan name: Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Software Guidance and Assistance, Inc. · New York · Professional & Technical Services
$14M in assets, 309 participants
Software Guidance and Assistance, Inc.'s Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 309 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #13,351 in Professional & Technical Services (20,321 peers)
Coverage in New York
Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust covers 309 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $14M.
- #13,351
- in Professional & Technical Services (20,321 peers)
- +36.5%
- assets growth YoY
Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,425,558 Top 34% higher than 66% 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
Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust 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. Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (309 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 297 in the plan year 2022 filing to 309 in the plan year 2023 filing.
DOL schedule card
Filing strip 133100591 · Software Guidance and Assistance, Inc. PY 2023 · 401(k)
Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust · $14M · 309 · 66th
- IND $14M
- IND 309
- IND 66th
- IND 401(k)
- IND near Ims Gear Holding Inc 401(k) Plan & Trust
- IND ind #13351
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 Professional & Technical Services retirement plans → · Plans in New York →
Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $4M |
| Employer EIN | 133100591 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Software Guidance and Assistance, Inc.)
Sponsor-wide plan assets over time
All Software Guidance and Assistance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 48.635369272645896% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 297 | $11M |
| 2023 | 1 | 309 | $14M |
| 2024 | 1 | 283 | $16M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Ims Gear Holding Inc 401(k) Plan & Trust in GA ($14M); by covered participants it is Jams, Inc. 401(k) Retirement Savings Plan in CA (309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Ims Gear Holding Inc 401(k) Plan & Trust (GA) $14M · 461
- The Neil Jones Food Company Union Employees' 401(k) Plan (WA) $14M · 660
- Pti Engineered Plastics, Inc. 401(k) Plan (MI) $14M · 324
- Porch 401(k) Plan (WA) $14M · 554
Similar participant headcount
Nearest other-state filings by covered participants (309 participants); asset peers above are excluded.
- Jams, Inc. 401(k) Retirement Savings Plan (CA) 309 · 0 off
- Mcgough Companies 401(k) Plan and Trust (MN) 309 · 0 off
- Aluminum Trailer Company 401(k) Plan (IN) 309 · 0 off
- Wildfire Defense Systems 401(k) Plan (MT) 309 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.