401(k) · DOL Form 5500 · 2023

Saurer Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 49
Participants Small participant base: 61st
Percentile by assets National rank: $227,902
Avg per participant Above avg balance/head

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Official DOL plan name: Saurer Inc. 401(k) Plan · Sponsored by Saurer Inc. · North Carolina · Wholesale Trade

$11M in assets, 49 participants

Saurer Inc.'s Saurer Inc. 401(k) Plan reported $11M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

#3,374 in Wholesale Trade (6,309 peers)

Saurer Inc. multi-year trail

Saurer Inc.'s plans moved -31.7% in assets from 2022 to 2024; this filing shows Saurer Inc. 401(k) Plan at $11M / 49 participants.

#3,374
in Wholesale Trade (6,309 peers): -11.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Saurer Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Saurer Inc. 401(k) Plan vs every filed plan by assets

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

$11,167,214 Top 39% higher than 61% 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

Saurer Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Saurer Inc. 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

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%)

Saurer Inc. 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
Saurer Inc. 401(k) Plan reported participants rose from 43 in the plan year 2022 filing to 49 in the plan year 2023 filing.
Saurer Inc. 401(k) Plan end-of-year assets fell from $13M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 462374136 · Saurer Inc. PY 2023 · 401(k)

Saurer Inc. 401(k) Plan · $11M · 49 · 61st

PHOTO $11M
IND 49
EOY 61st
5500 401(k)
ASSETS near Velocys Inc. Employees Retirement Plan
PCT ind #3374

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 Wholesale Trade retirement plans → · Plans in North Carolina →

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

Saurer Inc. multi-year asset trail

Latest sponsor-wide plan assets: $9M 31.72728805029341% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	43	$13M
2023	1	49	$11M
2024	1	37	$9M

Saurer Inc. filing trail (2023)

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$11M
Net Income	-$1M
Employer EIN	462374136
Plan Effective Date	1981-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Saurer Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Saurer Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Velocys Inc. Employees Retirement Plan in OH ($11M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Velocys Inc. Employees Retirement Plan (OH) $11M · 26
Adient Aerospace LLC Savings and Investment 401(k) Plan (CA) $11M · 160
Connecticut Heating & Cooling Contractors Association Retirement Plan (CT) $11M · 206
Electra Link, Inc. 401(k) Plan (TX) $11M · 241

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

Marvin & Co. PC Savings and Thrift Plan (NY) 49 · 0 off
Kalfus & Nachman, P.C. 401(k) Profit Sharing Plan (VA) 49 · 0 off
Ellison Bronze, Inc. 401(k) Profit Sharing Plan (NY) 49 · 0 off
Infopaginas 1081. 01(D) Plan (PR) 49 · 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 Saurer Inc. 401(k) Plan assets move in 2023? ▼

Saurer Inc. 401(k) Plan pulled back noticeably - down 11.0% during 2023, from $13M to $11M. Reported net income was -$1M.

How have Saurer Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Saurer Inc.'s sponsor-wide assets declined 31.7%, from $13M to $9M.

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

Among 401(k) plans in other states, the closest by assets is Velocys Inc. Employees Retirement Plan in OH ($11M, 26 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Marvin & Co. PC Savings and Thrift Plan in NY (49 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 462374136.