401(k) · DOL Form 5500 · 2023
The Savings Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 972
- Participants Near avg headcount
- 61st
- Percentile by assets National rank
- $11,742
- Avg per participant Low balance/head
Official DOL plan name: The Savings Group 401(k) Plan · Sponsored by The Savings Group, Inc. · Texas · Finance & Insurance
$11M in assets, 972 participants
The Savings Group, Inc.'s The Savings Group 401(k) Plan reported $11M in total assets and 972 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.
- #4,096 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
The Savings Group 401(k) Plan holds $11M for 972 participants - about $11,742 per participant, above the median plan by assets.
- #4,096
- in Finance & Insurance (8,869 peers)
- $1M
- reported net income
The Savings Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
The Savings Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,413,189 Top 39% higher than 61% 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
The Savings Group 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. The Savings Group 401(k) Plan sits mid-pack in the medium band (972 participants).
Published 5500 schedule card
Filing strip 871613364 · The Savings Group, Inc. PY 2023 · 401(k)
The Savings Group 401(k) Plan · $11M · 972 · 61st
- BOOK $11M
- VS-ST 972
- BOY 61st
- SCH 401(k)
- EBSA near Sterman Masser, Inc. 401(k) Plan
- PART ind #4096
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 Texas →
The Savings Group 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 871613364 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Savings Group, Inc.)
Sponsor-wide plan assets over time
All The Savings Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 8.003994326213295% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 972 | $11M |
| 2024 | 1 | 643 | $12M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
The Savings Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Sterman Masser, Inc. 401(k) Plan in PA ($11M); by covered participants it is Excelitas Technologies Savings Plan in MA (972 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Sterman Masser, Inc. 401(k) Plan (PA) $11M · 343
- Sparksoft Corporation 401(k) Plan (MD) $11M · 283
- Pacific Groservice, Inc. Profit Sharing 401(k) Plan (CA) $11M · 380
- The Eye Academy of America, Ltd. 401(k) Plan (CO) $11M · 400
Similar participant headcount
Nearest other-state filings by covered participants (972 participants); asset peers above are excluded.
- Excelitas Technologies Savings Plan (MA) 972 · 0 off
- Tactile Systems Technology, Inc. 401(k) Plan (MN) 972 · 0 off
- Attindas Hygiene Partners 401(k) Plan (NC) 972 · 0 off
- Cascades Union Employees 401(k) Plan (NY) 972 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.