401(k) · DOL Form 5500 · 2023

New Sageview Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
273
Participants Below avg headcount
86th
Percentile by assets National rank
$200,894
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sageview Advisory Group 401(k)Plan · Sponsored by New Sageview Advisory Group, LLC · California · Finance & Insurance

$55M in assets, 273 participants

New Sageview Advisory Group, LLC's Sageview Advisory Group 401(k)Plan reported $55M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,030 in Finance & Insurance (8,869 peers)

Coverage in California

Sageview Advisory Group 401(k)Plan covers 273 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $55M.

#7,030
in Finance & Insurance (8,869 peers)
+45.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Sageview Advisory Group 401(k)Plan's outsized position by total assets

Sageview Advisory Group 401(k)Plan vs every filed plan by assets

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

$54,844,047 Top 14% higher than 86% 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

Sageview Advisory Group 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. Sageview Advisory Group 401(k)Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sageview Advisory Group 401(k)Plan reported net income rose from $1M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Sageview Advisory Group 401(k)Plan end-of-year assets rose from $38M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Sageview Advisory Group 401(k)Plan reported participants rose from 188 in the plan year 2022 filing to 273 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 510492818 · New Sageview Advisory Group, LLC PY 2023 · 401(k)

Sageview Advisory Group 401(k)Plan · $55M · 273 · 86th

  • EOY $55M
  • EOY 273
  • EOY 86th
  • EOY 401(k)
  • EOY near Omitron Inc 401(k) Profit Sharing Plan
  • EOY ind #7030

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 Finance & Insurance retirement plans → · Plans in California →

Sageview Advisory Group 401(k)Plan in the asset neighbourhood

Wisconsin Sheet Metal Workers 401(k) Profit Sharing PlanWisconsin Sheet Metal Worker…$55MFuture US 401(k) Plan$55MSageview Advisory Group 401(k)PlanSageview Advisory Group 401(…$55MOmitron Inc 401(k) Profit Sharing PlanOmitron Inc 401(k) Profit Sh…$55MThe Columbia Association, Inc. Incentive Savings PlanThe Columbia Association, In…$55M
End-of-year total assets ($M) among Sageview Advisory Group 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$55M
Net Income$17M
Employer EIN510492818
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Sageview Advisory Group, LLC)

Sponsor-wide plan assets over time

All New Sageview Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 73.35489503931785% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.6M $65.2M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 188 $38M
2023 1 273 $55M
2024 1 280 $65M

Nearby 401(k) Plans in California

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

Sageview Advisory Group 401(k)Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sageview Advisory Group 401(k)Plan, Total assets ($B): 0.054844047 · Participants: 273Sageview Advisory Group 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
Sageview Advisory Group 401(k)Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sageview Advisory Group 401(k)Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Omitron Inc 401(k) Profit Sharing Plan in MD ($55M); by covered participants it is Rx Savings Solutions 401(k) Plan in KS (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Sageview Advisory Group 401(k)Plan assets move in 2023? ▼
Sageview Advisory Group 401(k)Plan surged - up 45.9% during 2023, from $38M to $55M. Reported net income was $17M.
How have New Sageview Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Sageview Advisory Group, LLC's sponsor-wide assets grew 73.4%, from $38M to $65M.
Where does Sageview Advisory Group 401(k)Plan rank by assets among Form 5500 filers? ▼
Sageview Advisory Group 401(k)Plan ranks in the 86th 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 Sageview Advisory Group 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omitron Inc 401(k) Profit Sharing Plan in MD ($55M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Sageview Advisory Group 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rx Savings Solutions 401(k) Plan in KS (273 participants, N/A 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 510492818.

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.