401(k) · DOL Form 5500 · 2023

Sage Dental Management, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
924
Participants Near avg headcount
61st
Percentile by assets National rank
$12,202
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sage Dental 401(k) Plan · Sponsored by Sage Dental Management, LLC · Florida · Healthcare & Social Assistance

$11M in assets, 924 participants

Sage Dental Management, LLC's Sage Dental 401(k) Plan reported $11M in total assets and 924 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,789 in Healthcare & Social Assistance (17,684 peers)

Sage Dental Management, LLC multi-year trail

Sage Dental Management, LLC's plans moved +106.4% in assets from 2022 to 2024; this filing shows Sage Dental 401(k) Plan at $11M / 924 participants.

#11,789
in Healthcare & Social Assistance (17,684 peers)
+48.0%
assets growth YoY

Sage Dental 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sage Dental 401(k) Plan vs every filed plan by assets

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

$11,274,716 Top 39% higher than 61% 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

Sage Dental 401(k) 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. Sage Dental 401(k) Plan sits mid-pack in the medium band (924 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sage Dental 401(k) Plan reported net income rose from $49K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sage Dental 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sage Dental 401(k) Plan reported participants rose from 739 in the plan year 2022 filing to 924 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134216896 · Sage Dental Management, LLC PY 2023 · 401(k)

Sage Dental 401(k) Plan · $11M · 924 · 61st

  • IND $11M
  • IND 924
  • IND 61st
  • IND 401(k)
  • IND near Rediger Family Foundation
  • IND ind #11789

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Sage Dental 401(k) Plan in the asset neighbourhood

Rediger Family Foundation$11MQuartet Health 401(k) Plan$11MAccutec Blades, Inc. 401(k) PlanAccutec Blades, Inc. 401(k) …$11MSage Dental 401(k) Plan$11MPager + Onlife Retirement PlanPager + Onlife Retirement Pl…$11M
End-of-year total assets ($M) among Sage Dental 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sage Dental Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sage Dental Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 106.39068350394392% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.62M $15.7M ▲ +106.3%
Year Plans Participants Total Assets
2022 1 739 $8M
2023 1 924 $11M
2024 1 1,387 $16M

Sage Dental Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN134216896
Plan Effective Date2008-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sage Dental 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sage Dental 401(k) Plan, Total assets ($B): 0.011274716 · Participants: 924Sage Dental 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Sage Dental 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sage Dental 401(k) Plan side-by-side with 3 peers →

Sage Dental 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rediger Family Foundation in CA ($11M); by covered participants it is Shimmick Consruction Co, Inc. 401(k) Profit Sharing Plan in CA (924 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (924 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 Sage Dental 401(k) Plan assets move in 2023? ▼
Sage Dental 401(k) Plan surged - up 48.0% during 2023, from $8M to $11M. Reported net income was $4M.
How have Sage Dental Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Dental Management, LLC's sponsor-wide assets grew 106.4%, from $8M to $16M.
Which 401(k) plans are similar in size to Sage Dental 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rediger Family Foundation in CA ($11M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Sage Dental 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shimmick Consruction Co, Inc. 401(k) Profit Sharing Plan in CA (924 participants, $72M 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 134216896.

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.