401(k) · DOL Form 5500 · 2023

Sugarcrm Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
226
Participants Below avg headcount
78th
Percentile by assets National rank
$125,249
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sugarcrm Inc. Retirement Trust · Sponsored by Sugarcrm Inc. · California · Professional & Technical Services

$28M in assets, 226 participants

Sugarcrm Inc.'s Sugarcrm Inc. Retirement Trust reported $28M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,015 in Professional & Technical Services (20,321 peers)

Coverage in California

Sugarcrm Inc. Retirement Trust covers 226 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $28M.

#16,015
in Professional & Technical Services (20,321 peers)
+18.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sugarcrm Inc. Retirement Trust's outsized position by total assets

Sugarcrm Inc. Retirement Trust vs every filed plan by assets

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

$28,306,343 Top 22% higher than 78% 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

Sugarcrm Inc. Retirement 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. Sugarcrm Inc. Retirement Trust sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sugarcrm Inc. Retirement Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sugarcrm Inc. Retirement Trust reported participants fell from 278 in the plan year 2022 filing to 226 in the plan year 2023 filing.
  • Sugarcrm Inc. Retirement Trust end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201173875 · Sugarcrm Inc. PY 2023 · 401(k)

Sugarcrm Inc. Retirement Trust · $28M · 226 · 78th

  • SCH $28M
  • EBSA 226
  • PART 78th
  • TYPE 401(k)
  • NET near Progrexion Holdings, Inc. 401(k) Plan
  • BOOK ind #16015

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 California →

Sugarcrm Inc. Retirement Trust in the asset neighbourhood

Sugarcrm Inc. Retirement TrustSugarcrm Inc. Retirement Tru…$28MProgrexion Holdings, Inc. 401(k) PlanProgrexion Holdings, Inc. 40…$28MValley Oaks Health 401(k) Retirement PlanValley Oaks Health 401(k) Re…$28MAdvanced Pressure Technology 401(k) Profit Sharing Retirement PlanAdvanced Pressure Technology…$28MDopkins & Company Profit Sharing and Employee Savings PlanDopkins & Company Profit Sha…$28M
End-of-year total assets ($M) among Sugarcrm Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN201173875
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sugarcrm Inc.)

Sponsor-wide plan assets over time

All Sugarcrm Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 34.9703011078901% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24M $32.4M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 278 $24M
2023 1 226 $28M
2024 1 225 $32M

Nearby 401(k) Plans in California

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

Sugarcrm Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sugarcrm Inc. Retirement Trust, Total assets ($B): 0.028306343 · Participants: 226Sugarcrm Inc. Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sugarcrm Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Sugarcrm Inc. Retirement Trust side-by-side with 3 peers →

Sugarcrm Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Progrexion Holdings, Inc. 401(k) Plan in UT ($28M); by covered participants it is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Sugarcrm Inc. Retirement Trust assets move in 2023? ▼
Sugarcrm Inc. Retirement Trust grew sharply - up 18.0% during 2023, from $24M to $28M. Reported net income was $4M.
How have Sugarcrm Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sugarcrm Inc.'s sponsor-wide assets grew 35.0%, from $24M to $32M.
Where does Sugarcrm Inc. Retirement Trust rank by assets among Form 5500 filers? ▼
Sugarcrm Inc. Retirement Trust ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sugarcrm Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Progrexion Holdings, Inc. 401(k) Plan in UT ($28M, 1,172 participants).
Which 401(k) plans cover a similar participant headcount to Sugarcrm Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants, $29M 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 201173875.

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.