401(k) · DOL Form 5500 · 2023

Agency Sacks Incorporated 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
14
Participants Small participant base
41st
Percentile by assets National rank
$291,408
Avg per participant High balance/head
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Official DOL plan name: Agency Sacks Incorporated 401(k) Plan · Sponsored by Agency Sacks Incorporated · New York · Professional & Technical Services

$4M in assets, 14 participants

Agency Sacks Incorporated's Agency Sacks Incorporated 401(k) Plan reported $4M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,723 in Professional & Technical Services (20,321 peers)

Agency Sacks Incorporated multi-year trail

Agency Sacks Incorporated's plans moved +37.1% in assets from 2022 to 2024; this filing shows Agency Sacks Incorporated 401(k) Plan at $4M / 14 participants.

#7,723
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY

Agency Sacks Incorporated 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Agency Sacks Incorporated 401(k) Plan vs every filed plan by assets

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

$4,079,706 41st percentile higher than 41% 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

Agency Sacks Incorporated 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Agency Sacks Incorporated 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Agency Sacks Incorporated 401(k) Plan reported net income rose from $106K in the plan year 2022 filing to $667K in the plan year 2023 filing.
  • Agency Sacks Incorporated 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Agency Sacks Incorporated 401(k) Plan reported participants rose from 12 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132506988 · Agency Sacks Incorporated PY 2023 · 401(k)

Agency Sacks Incorporated 401(k) Plan · $4M · 14 · 41st

  • TYPE $4M
  • NET 14
  • BOOK 41st
  • VS-ST 401(k)
  • BOY near Ovia Health 401(k) Plan
  • SCH ind #7723

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 New York →

Agency Sacks Incorporated 401(k) Plan in the asset neighbourhood

Agency Sacks Incorporated 401(k) PlanAgency Sacks Incorporated 40…$4MOvia Health 401(k) Plan$4MSage Senior Living, LLC 401(k) PlanSage Senior Living, LLC 401(…$4MKonekt 401(k) Plan$4MBackyard Farms, LLC 401(k) PlanBackyard Farms, LLC 401(k) P…$4M
End-of-year total assets ($M) among Agency Sacks Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Agency Sacks Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Agency Sacks Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$5M 37.054333302076984% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.41M $4.68M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 12 $3M
2023 1 14 $4M
2024 1 15 $5M

Agency Sacks Incorporated filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$667K
Employer EIN132506988
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Agency Sacks Incorporated 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Agency Sacks Incorporated 401(k) Plan, Total assets ($B): 0.004079706 · Participants: 14Agency Sacks Incorporated 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Agency Sacks Incorporated 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Agency Sacks Incorporated 401(k) Plan side-by-side with 3 peers →

Agency Sacks Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ovia Health 401(k) Plan in NC ($4M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Agency Sacks Incorporated 401(k) Plan assets move in 2023? ▼
Agency Sacks Incorporated 401(k) Plan grew sharply - up 19.5% during 2023, from $3M to $4M. Reported net income was $667K.
How have Agency Sacks Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Agency Sacks Incorporated's sponsor-wide assets grew 37.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Agency Sacks Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ovia Health 401(k) Plan in NC ($4M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Agency Sacks Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants, N/A 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 132506988.

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.