401(k) · DOL Form 5500 · 2023
Sdg Investments Inc. 401(k) Plan
Data updated 2026-08-25
- $542K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $271,228
- Avg per participant High balance/head
Official DOL plan name: Sdg Investments Inc. 401(k) Plan · Sponsored by Sdg Investments Inc. · Maryland · Construction
$542K in assets, 2 participants
Sdg Investments Inc.'s Sdg Investments Inc. 401(k) Plan reported $542K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #1,540 in Construction (9,030 peers)
Sdg Investments Inc. multi-year trail
Sdg Investments Inc.'s plans moved -47.3% in assets from 2022 to 2024; this filing shows Sdg Investments Inc. 401(k) Plan at $542K / 2 participants.
- #1,540
- in Construction (9,030 peers)
- -21.3%
- assets change YoY
The plan reported a net loss of $146K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sdg Investments Inc. 401(k) Plan among the smaller filed plans by assets
Sdg Investments Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$542,456 19th percentile higher than 19% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sdg Investments Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sdg Investments Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sdg Investments Inc. 401(k) Plan reported net income fell from $3K in the plan year 2022 filing to -$146K in the plan year 2023 filing.
- Sdg Investments Inc. 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Sdg Investments Inc. 401(k) Plan end-of-year assets fell from $689K in the plan year 2022 filing to $542K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 861823888 · Sdg Investments Inc. PY 2023 · 401(k)
Sdg Investments Inc. 401(k) Plan · $542K · 2 · 19th
- BOY $542K
- SCH 2
- EBSA 19th
- PART 401(k)
- TYPE near Reel Security 401(k) Plan
- NET ind #1540
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 Construction retirement plans → · Plans in Maryland →
Sdg Investments Inc. 401(k) Plan in the asset neighbourhood
Sdg Investments Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sdg Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $363K 47.301155952728315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $689K |
| 2023 | 1 | 2 | $542K |
| 2024 | 1 | 1 | $363K |
Sdg Investments Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $689K |
|---|---|
| Net Assets (End of Year) | $542K |
| Net Income | -$146K |
| Employer EIN | 861823888 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Sdg Investments Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Reel Security 401(k) Plan in CA ($542K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($542K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.