401(k) · DOL Form 5500 · 2023

Savy & Savy, P. C. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 5
Participants Small participant base: 50th
Percentile by assets National rank: $1.4M
Avg per participant High balance/head

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Official DOL plan name: Savy & Savy, P.C. Profit Sharing Plan · Sponsored by Savy & Savy, P. C. · Massachusetts · Professional & Technical Services

$7M in assets, 5 participants

Savy & Savy, P. C.'s Savy & Savy, P.C. Profit Sharing Plan reported $7M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

#9,935 in Professional & Technical Services (20,321 peers)

Savy & Savy, P. C. multi-year trail

Savy & Savy, P. C.'s plans moved +19.1% in assets from 2022 to 2024; this filing shows Savy & Savy, P.C. Profit Sharing Plan at $7M / 5 participants.

#9,935
in Professional & Technical Services (20,321 peers): +6.2%
assets growth YoY

Savy & Savy, P.C. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Savy & Savy, P.C. Profit Sharing Plan vs every filed plan by assets

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

$6,832,702 Top 50% higher than 50% 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

Savy & Savy, P.C. Profit Sharing 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. Savy & Savy, P.C. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Savy & Savy, P.C. Profit Sharing Plan reported net income rose from -$468K in the plan year 2022 filing to $399K in the plan year 2023 filing.
Savy & Savy, P.C. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043091380 · Savy & Savy, P. C. PY 2023 · 401(k)

Savy & Savy, P.C. Profit Sharing Plan · $7M · 5 · 50th

PHOTO $7M
PHOTO 5
PHOTO 50th
PHOTO 401(k)
PHOTO near Wm. a. Straub, Inc. 401(k) Plan
PHOTO ind #9935

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 Massachusetts →

End-of-year total assets ($M) among Savy & Savy, P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Savy & Savy, P. C. multi-year asset trail

Latest sponsor-wide plan assets: $8M 19.066656346470133% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$6M
2023	1	5	$7M
2024	1	5	$8M

Savy & Savy, P. C. filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$399K
Employer EIN	043091380
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Savy & Savy, P.C. Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Savy & Savy, P.C. Profit Sharing Plan side-by-side with 3 peers →

Savy & Savy, P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Wm. a. Straub, Inc. 401(k) Plan in MO ($7M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Wm. a. Straub, Inc. 401(k) Plan (MO) $7M · 303
Cawley Company 401(k) Plan (WI) $7M · 83
Pacific Coast Title Company 401(k) Profit Sharing Plan & Trust (CA) $7M · 109
Terre Hill Concrete Products 401(k) Retirement Plan (PA) $7M · 191

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Unkar Systems, Inc. 401(k) Plan (CA) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off

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 Savy & Savy, P.C. Profit Sharing Plan assets move in 2023? ▼

Savy & Savy, P.C. Profit Sharing Plan grew at a solid clip - up 6.2% during 2023, from $6M to $7M. Reported net income was $399K.

How have Savy & Savy, P. C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Savy & Savy, P. C.'s sponsor-wide assets grew 19.1%, from $6M to $8M.

Which 401(k) plans are similar in size to Savy & Savy, P.C. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wm. a. Straub, Inc. 401(k) Plan in MO ($7M, 303 participants).

Which 401(k) plans cover a similar participant headcount to Savy & Savy, P.C. Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 043091380.