401(k) · DOL Form 5500 · 2023

Sojitz Corporation of America 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
466
Participants Below avg headcount
82nd
Percentile by assets National rank
$77,692
Avg per participant Below avg balance/head
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Official DOL plan name: Sag 401(k) Plan · Sponsored by Sojitz Corporation of America · California · Retail Trade

$36M in assets, 466 participants

Sojitz Corporation of America's Sag 401(k) Plan reported $36M in total assets and 466 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,540 in Retail Trade (8,414 peers)

Where Sag 401(k) Plan sits by assets

Sag 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 466 participants (~$77,692/participant), up 21.1% in 2023.

#7,540
in Retail Trade (8,414 peers)
+21.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sag 401(k) Plan's outsized position by total assets

Sag 401(k) Plan vs every filed plan by assets

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

$36,204,373 Top 18% higher than 82% 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

Sag 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. Sag 401(k) Plan sits mid-pack in the medium band (466 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sag 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sag 401(k) Plan end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Sag 401(k) Plan reported participants fell from 490 in the plan year 2022 filing to 466 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464933173 · Sojitz Corporation of America PY 2023 · 401(k)

Sag 401(k) Plan · $36M · 466 · 82nd

  • TYPE $36M
  • NET 466
  • BOOK 82nd
  • VS-ST 401(k)
  • BOY near Quality Liquid Feeds 401(k) Profit Sharing Plan
  • SCH ind #7540

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 Retail Trade retirement plans → · Plans in California →

Sag 401(k) Plan in the asset neighbourhood

Zuffa LLC 401(k) Profit Sharing Plan and TrustZuffa LLC 401(k) Profit Shar…$36MAac, Inc. 401(k) Plan$36MSag 401(k) Plan$36MQuality Liquid Feeds 401(k) Profit Sharing PlanQuality Liquid Feeds 401(k) …$36MMonogram LLC 401(k) Plan$36M
End-of-year total assets ($M) among Sag 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN464933173
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sojitz Corporation of America)

Sponsor-wide plan assets over time

All Sojitz Corporation of America plans reported in each filing year

Latest sponsor-wide plan assets
$41M 36.667949830470135% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.9M $40.9M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 490 $30M
2023 1 466 $36M
2024 1 440 $41M

Nearby 401(k) Plans in California

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

Sag 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sag 401(k) Plan, Total assets ($B): 0.036204373 · Participants: 466Sag 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sag 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sag 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Quality Liquid Feeds 401(k) Profit Sharing Plan in WI ($36M); by covered participants it is New Directions Retirement Savings Plan for Family Care Network in WA (466 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Sag 401(k) Plan assets move in 2023? ▼
Sag 401(k) Plan grew sharply - up 21.1% during 2023, from $30M to $36M. Reported net income was $6M.
How have Sojitz Corporation of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sojitz Corporation of America's sponsor-wide assets grew 36.7%, from $30M to $41M.
Where does Sag 401(k) Plan rank by assets among Form 5500 filers? ▼
Sag 401(k) Plan ranks in the 82nd 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 Sag 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quality Liquid Feeds 401(k) Profit Sharing Plan in WI ($36M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Sag 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is New Directions Retirement Savings Plan for Family Care Network in WA (466 participants, $93M 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 464933173.

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.