401(k) · DOL Form 5500 · 2023

Sas Institute Inc. 401(k) Plan

Data updated 2026-08-25

$3.3B
Total assets Very large vs avg
6,254
Participants Above avg headcount
100th
Percentile by assets National rank
$531,893
Avg per participant High balance/head
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Official DOL plan name: Sas Retirement Plan · Sponsored by Sas Institute Inc. · North Carolina · Professional & Technical Services

$3.3B in assets, 6,254 participants

Sas Institute Inc.'s Sas Retirement Plan reported $3.3B in total assets and 6,254 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #20,281 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Sas Retirement Plan covers 6,254 participants in North Carolina, 7.6x the typical North Carolina plan (state average ~819 per filing). Assets: $3.3B.

#20,281
in Professional & Technical Services (20,321 peers)
+16.9%
assets growth YoY
33×
vs typical plan assets (national mean)

Sas Retirement Plan's outsized position by total assets

Sas Retirement Plan vs every filed plan by assets

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

$3,326,459,937 Highest reported value at or above every one 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

Sas Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sas Retirement Plan lands in the large band (6,254 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sas Retirement Plan reported net income rose from -$781M in the plan year 2022 filing to $482M in the plan year 2023 filing.
  • Sas Retirement Plan end-of-year assets rose from $2.8B in the plan year 2022 filing to $3.3B in the plan year 2023 filing.
  • Sas Retirement Plan reported participants rose from 5,967 in the plan year 2022 filing to 6,254 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561133017 · Sas Institute Inc. PY 2023 · 401(k)

Sas Retirement Plan · $3.3B · 6,254 · 100th

  • PCT $3.3B
  • PCT 6,254
  • PCT 100th
  • PCT 401(k)
  • PCT near Davita Retirement Savings Plan
  • PCT ind #20281

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 North Carolina →

Sas Retirement Plan in the asset neighbourhood

Zurich Savings Plan$3.4BSas Retirement Plan$3.3BDavita Retirement Savings PlanDavita Retirement Savings Pl…$3.3BMastercard Savings Plan$3.3BThe Rite Aid 401(k) Plan$3.3B
End-of-year total assets ($B) among Sas Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$2.8B
Net Assets (End of Year)$3.3B
Net Income$482M
Employer EIN561133017
Plan Effective Date1976-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sas Institute Inc.)

Sponsor-wide plan assets over time

All Sas Institute Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.7B 29.09522183599778% vs 2022
2024 filing year
$2.5B$3B$3.5B$4B 202220232024 $2.84B $3.67B ▲ +29.2%
Year Plans Participants Total Assets
2022 1 5,967 $2.8B
2023 1 6,254 $3.3B
2024 1 6,175 $3.7B

Nearby 401(k) Plans in North Carolina

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

Sas Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 0204060 Total assets ($B) Participants Sas Retirement Plan, Total assets ($B): 3.326459937 · Participants: 6254Sas Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Sas Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sas Retirement Plan side-by-side with 3 peers →

Scale composition for Sas Retirement Plan

Sas Retirement Plan reports $3.3B in end-of-year assets across 6,254 participants (0.027% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $531,893 per participant (3.8x the national average assets-per-participant) . Net income for plan year 2023 was $482M.

This plan identity (EIN 561133017, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.8B to $3.7B (+29.1%) while covered participants moved from 5,967 to 6,175 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,967 $2.8B Open filing
2023 6,254 $3.3B This page
2024 · index core 6,175 $3.7B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside North Carolina, the nearest 401(k) by assets is Davita Retirement Savings Plan in CO ($3.3B); by covered participants it is Conocophillips Savings Plan in TX (6,260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,254 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 Sas Retirement Plan assets move in 2023? ▼
Sas Retirement Plan grew sharply - up 16.9% during 2023, from $2.8B to $3.3B. Reported net income was $482M.
How have Sas Institute Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sas Institute Inc.'s sponsor-wide assets grew 29.1%, from $2.8B to $3.7B.
Where does Sas Retirement Plan rank by assets among Form 5500 filers? ▼
Sas Retirement Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Sas Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Davita Retirement Savings Plan in CO ($3.3B, 57,711 participants).
Which 401(k) plans cover a similar participant headcount to Sas Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conocophillips Savings Plan in TX (6,260 participants, $6.8B 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 561133017.

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.