401(k) · DOL Form 5500 · 2023

Sage Hospitality Resources, LLC 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
5,451
Participants Above avg headcount
89th
Percentile by assets National rank
$12,943
Avg per participant Low balance/head
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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.

  • #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.

#3,711
in Food Services & Accommodation (3,828 peers)
+24.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Sage 401(k) Retirement & Savings Plan's outsized position 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 $2,050,000,000 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 401(k) Retirement & Savings 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. Sage 401(k) Retirement & Savings Plan lands in the large band (5,451 participants).

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 →

Form 5500 schedule snapshot

Filing strip 841273343 · Sage Hospitality Resources, LLC PY 2023 · 401(k)

Sage 401(k) Retirement & Savings Plan · $71M · 5,451 · 89th

  • ASSETS $71M
  • PCT 5,451
  • EIN 89th
  • RANK 401(k)
  • PHOTO near Korber Supply Chain US, Inc. 401(k) Savings Plan
  • IND ind #3711

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 Food Services & Accommodation retirement plans → · Plans in Colorado →

Sage 401(k) Retirement & Savings Plan in the asset neighbourhood

Avail Infrastructure Solutions Retirement Savings PlanAvail Infrastructure Solutio…$71MHolcim (US) Inc. Union 401(k) PlanHolcim (US) Inc. Union 401(k…$71MShockwave Medical, Inc. 401(k) PlanShockwave Medical, Inc. 401(…$71MSage 401(k) Retirement & Savings PlanSage 401(k) Retirement & Sav…$71MKorber Supply Chain US, Inc. 401(k) Savings PlanKorber Supply Chain US, Inc.…$71M
End-of-year total assets ($M) among Sage 401(k) Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Sage Hospitality Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$81M 43.85622727357547% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $56.5M $81.3M ▲ +43.9%
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 ($B) Participants Sage 401(k) Retirement & Savings Plan, Total assets ($B): 0.070551008 · Participants: 5451Sage 401(k) Retirement & Savings PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
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:

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

Outside Colorado, the nearest 401(k) by assets is Korber Supply Chain US, Inc. 401(k) Savings Plan in MN ($71M); by covered participants it is Fareway Stores, Inc. 401(k) Profit Sharing Plan in IA (5,452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,451 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 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).
Which 401(k) plans cover a similar participant headcount to Sage 401(k) Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fareway Stores, Inc. 401(k) Profit Sharing Plan in IA (5,452 participants, $360M 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 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.