401(k) · DOL Form 5500 · 2023

Sac Finance, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 238
Participants Below avg headcount: 53rd
Percentile by assets National rank: $32,679
Avg per participant Low balance/head

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Official DOL plan name: Sac Finance, Inc. 401(k) Plan · Sponsored by Sac Finance, Inc. · Indiana · Retail Trade

$8M in assets, 238 participants

Sac Finance, Inc.'s Sac Finance, Inc. 401(k) Plan reported $8M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#5,345 in Retail Trade (8,414 peers)

Coverage in Indiana

Sac Finance, Inc. 401(k) Plan covers 238 participants in Indiana, about 44% of the average Indiana filer (state average ~541 per filing). Assets: $8M.

#5,345
in Retail Trade (8,414 peers): +14.2%
assets growth YoY

Sac Finance, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Sac Finance, Inc. 401(k) Plan vs every filed plan by assets

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

$7,777,687 Top 47% higher than 53% 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

Sac Finance, Inc. 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. Sac Finance, Inc. 401(k) Plan sits mid-pack in the medium band (238 participants).

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%)

Sac Finance, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $965K in the plan year 2023 filing.
Sac Finance, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Sac Finance, Inc. 401(k) Plan reported participants rose from 231 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351968714 · Sac Finance, Inc. PY 2023 · 401(k)

Sac Finance, Inc. 401(k) Plan · $8M · 238 · 53rd

PCT $8M
EIN 238
RANK 53rd
PHOTO 401(k)
IND near Steven H. Sloan, M.D., Inc. 401(k) Plan
EOY ind #5345

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 Indiana →

End-of-year total assets ($M) among Sac Finance, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$965K
Employer EIN	351968714
Plan Effective Date	1996-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sac Finance, Inc.)

Latest sponsor-wide plan assets: $9M 25.857293525225266% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	231	$7M
2023	1	238	$8M
2024	1	307	$9M

Nearby 401(k) Plans in Indiana

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

Sac Finance, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $11.1B · 17,583
Elevance Health 401(k) Plan $11.0B · 76,590
Cummins Retirement and Savings Plan $5.7B · 28,381
Iu Health 401(k) Savings Plan $3.9B · 38,575
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015

Compare Sac Finance, Inc. 401(k) Plan side-by-side with 3 peers →

Sac Finance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Steven H. Sloan, M.D., Inc. 401(k) Plan in CA ($8M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Steven H. Sloan, M.D., Inc. 401(k) Plan (CA) $8M · 3
Technology Solutions Provider, Inc. 401(k) Plan (VA) $8M · 140
J.F. Moran Company, Inc., 401(k) Plan (RI) $8M · 70
A.D. Transport 401(k) Profit Sharing Plan (MI) $8M · 435

Similar participant headcount

Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.

Idn Global, Inc. 401(k) Plan (MI) 238 · 0 off
Maymead Inc. Profit Sharing Plan (TN) 238 · 0 off
The Data Entry Company 401(k) Plan (MD) 238 · 0 off
Envision Credit Union 401(k) Plan and Trust (FL) 238 · 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 Sac Finance, Inc. 401(k) Plan assets move in 2023? ▼

Sac Finance, Inc. 401(k) Plan grew at a solid clip - up 14.2% during 2023, from $7M to $8M. Reported net income was $965K.

How have Sac Finance, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sac Finance, Inc.'s sponsor-wide assets grew 25.9%, from $7M to $9M.

Which 401(k) plans are similar in size to Sac Finance, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Steven H. Sloan, M.D., Inc. 401(k) Plan in CA ($8M, 3 participants).

Which 401(k) plans cover a similar participant headcount to Sac Finance, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M 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 351968714.