401(k) · DOL Form 5500 · 2023

Sam Dong America, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
203
Participants Below avg headcount
49th
Percentile by assets National rank
$31,854
Avg per participant Low balance/head
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Official DOL plan name: Sam Dong America 401(k) Plan · Sponsored by Sam Dong America, Inc. · Ohio · Manufacturing

$6M in assets, 203 participants

Sam Dong America, Inc.'s Sam Dong America 401(k) Plan reported $6M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,238 in Manufacturing (18,722 peers)

Coverage in Ohio

Sam Dong America 401(k) Plan covers 203 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#6,238
in Manufacturing (18,722 peers)
+20.2%
assets growth YoY

Sam Dong America 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Sam Dong America 401(k) Plan vs every filed plan by assets

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

$6,466,345 49th percentile higher than 49% 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

Sam Dong America 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sam Dong America 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sam Dong America 401(k) Plan reported net income rose from -$857K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sam Dong America 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sam Dong America 401(k) Plan reported participants fell from 226 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810960137 · Sam Dong America, Inc. PY 2023 · 401(k)

Sam Dong America 401(k) Plan · $6M · 203 · 49th

  • TYPE $6M
  • TYPE 203
  • TYPE 49th
  • TYPE 401(k)
  • TYPE near Aquarius Water Conditioning 401(k) Plan
  • TYPE ind #6238

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 Manufacturing retirement plans → · Plans in Ohio →

Sam Dong America 401(k) Plan in the asset neighbourhood

Sam Dong America 401(k) Plan$6MAquarius Water Conditioning 401(k) PlanAquarius Water Conditioning …$6MOptimal Computer Aided Engineering, Inc. Retirement Savings PlanOptimal Computer Aided Engin…$6MManchester Financial Group, LP 401(k) PlanManchester Financial Group, …$6MOperation Hope 401(k) Plan$6M
End-of-year total assets ($M) among Sam Dong America 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN810960137
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sam Dong America, Inc.)

Sponsor-wide plan assets over time

All Sam Dong America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 34.24280593289942% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.38M $7.22M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 226 $5M
2023 1 203 $6M
2024 1 240 $7M

Nearby 401(k) Plans in Ohio

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

Sam Dong America 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Sam Dong America 401(k) Plan, Total assets ($B): 0.006466345 · Participants: 203Sam Dong America 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Sam Dong America 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sam Dong America 401(k) Plan side-by-side with 3 peers →

Sam Dong America 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Aquarius Water Conditioning 401(k) Plan in MN ($6M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Sam Dong America 401(k) Plan assets move in 2023? ▼
Sam Dong America 401(k) Plan grew sharply - up 20.2% during 2023, from $5M to $6M. Reported net income was $1M.
How have Sam Dong America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sam Dong America, Inc.'s sponsor-wide assets grew 34.2%, from $5M to $7M.
Which 401(k) plans are similar in size to Sam Dong America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aquarius Water Conditioning 401(k) Plan in MN ($6M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Sam Dong America 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 810960137.

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.