401(k) · DOL Form 5500 · 2023
Sas Institute Inc. 401(k) Plan
Data updated 2026-08-06
- $3.3B
- Total assets
- 6,254
- Participants
- 100th
- Percentile by assets
- $531,893
- Avg per participant
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.
- 100th percentile by assets (of 126,618 plans)
- #20,231 in Professional & Technical Services (20,271 peers)
Coverage in North Carolina
Sas Retirement Plan covers 6,254 participants in North Carolina, 7.4x the typical North Carolina plan (state average ~846 per filing). Assets: $3.3B.
- $3.3B
- total plan assets (2023 EOY)
- 6,254
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $531,893
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Sas Retirement Plan reports 6,254 participants - 7.4x that state average ($3.3B EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $3.3B |
| Net Income | $482M |
| Employer EIN | 561133017 |
| Plan Effective Date | 1976-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sas Institute Inc.)
| 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
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Scale composition for Sas Retirement Plan
Sas Retirement Plan reports $3.3B in end-of-year assets across 6,254 participants (0.029% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.007% of 89,805,449 covered participants) - about $531,893 per participant (3.9x 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 (401(k), $3.7B, 6,175 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sas Retirement Plan by total assets, not by location.
- Davita Retirement Savings Plan (CO) $3.3B · 57,711
- Mastercard Savings Plan (NY) $3.3B · 10,421
- Zurich Savings Plan (IL) $3.4B · 9,352
- The Rite Aid 401(k) Plan (PA) $3.3B · 30,314
Frequently Asked Questions
How did Sas Retirement Plan assets move in 2023? ▼
How have Sas Institute Inc. plan assets changed over time? ▼
Where does Sas Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sas Retirement Plan? ▼
Next read for Sas Retirement Plan
Filing takeaways
Ways to act on Sas Retirement Plan's numbers.
- By total assets, Sas Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Sas Institute Inc.'s sponsor-wide assets have grown 29.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans