401(k) · DOL Form 5500 · 2023

Sage Hospitality Resources, LLC 401(k) Plan

Data updated 2026-08-11

$71M
Total assets
5,451
Participants
89th
Percentile by assets
$12,943
Avg per participant
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Official DOL plan name: Sage 401(k) Retirement & Savings Plan · Sponsored by Sage Hospitality Resources, LLC · Colorado · Food Services & Accommodation

$71M in assets, 5,451 participants

Sage Hospitality Resources, LLC's Sage 401(k) Retirement & Savings Plan reported $71M in total assets and 5,451 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #3,711 in Food Services & Accommodation (3,828 peers)

Coverage in Colorado

Sage 401(k) Retirement & Savings Plan covers 5,451 participants in Colorado, 15x the typical Colorado plan (state average ~376 per filing). Assets: $71M.

$71M
total plan assets (2023 EOY)
5,451
covered participants
89th
percentile by assets (of 127,072 plans)
$12,943
avg assets per participant

Where Sage 401(k) Retirement & Savings Plan sits by total assets

Sage 401(k) Retirement & Savings Plan vs every filed plan by assets

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

$70,551,008 Top 11% higher than 89% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sage 401(k) Retirement & Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Sage 401(k) Retirement & Savings Plan reported participants rose from 4,263 in the plan year 2022 filing to 5,451 in the plan year 2023 filing.
  • Sage 401(k) Retirement & Savings Plan end-of-year assets rose from $56M in the plan year 2022 filing to $71M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Colorado
Industry
Food Services & Accommodation

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Sage 401(k) Retirement & Savings Plan reports 5,451 participants - 15x that state average ($71M EOY assets).

Colorado filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$71M
Net Income$14M
Employer EIN841273343
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sage Hospitality Resources, LLC)

$50M$60M$70M$80M$90M 202220232024 $56.5M $81.3M ▲ +43.9%
Total plan assets by year, all Sage Hospitality Resources, LLC plans on file
Year Plans Participants Total Assets
2022 1 4,263 $56M
2023 1 5,451 $71M
2024 1 5,436 $81M

Nearby 401(k) Plans in Colorado

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

Sage 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -101234 Total assets ($B) Participants Sage 401(k) Retireme…, Total assets ($B): 0.070551008 · Participants: 5451Sage 401(k) Retireme…Davita Retirement Sa…, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Sa…Ball Corporation 401…, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401…Empower Retirement, …, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, …Woodward Retirement …, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement …Arcadis U.S., Inc. R…, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. R…
Sage 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sage 401(k) Retirement & Savings Plan side-by-side with 3 peers →

Scale composition for Sage 401(k) Retirement & Savings Plan

Sage 401(k) Retirement & Savings Plan reports $71M in end-of-year assets across 5,451 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $12,943 per participant (9% of the national average assets-per-participant) . Net income for plan year 2023 was $14M.

This plan identity (EIN 841273343, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $56M to $81M (+43.9%) while covered participants moved from 4,263 to 5,436 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,263 $56M Open filing
2023 5,451 $71M This page
2024 · index core 5,436 $81M Open filing

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

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sage 401(k) Retirement & Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Sage 401(k) Retirement & Savings Plan assets move in 2023? ▼
Sage 401(k) Retirement & Savings Plan grew sharply - up 24.9% during 2023, from $56M to $71M. Reported net income was $14M.
How have Sage Hospitality Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Hospitality Resources, LLC's sponsor-wide assets grew 43.9%, from $56M to $81M.
Where does Sage 401(k) Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Sage 401(k) Retirement & Savings Plan ranks in the 89th 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 Sage 401(k) Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Korber Supply Chain US, Inc. 401(k) Savings Plan in MN ($71M, 625 participants).

Next read for Sage 401(k) Retirement & Savings Plan

Filing takeaways

Ways to act on Sage 401(k) Retirement & Savings Plan's numbers.

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 841273343.

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.