401(k) · DOL Form 5500 · 2023

Saver Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
532
Participants Below avg headcount
53rd
Percentile by assets National rank
$14,178
Avg per participant Low balance/head
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Official DOL plan name: Saver Group, Inc. 401(k) Plan · Sponsored by Saver Group, Inc. · Kentucky · Wholesale Trade

$8M in assets, 532 participants

Saver Group, Inc.'s Saver Group, Inc. 401(k) Plan reported $8M in total assets and 532 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.

  • #2,706 in Wholesale Trade (6,309 peers)

2023 asset change

Saver Group, Inc. 401(k) Plan grew at a solid clip 14.0% in 2023 ($7M → $8M) for 532 participants.

#2,706
in Wholesale Trade (6,309 peers)
+14.0%
assets growth YoY

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

Saver Group, Inc. 401(k) Plan vs every filed plan by assets

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

$7,542,762 Top 47% higher than 53% 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

Saver Group, 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. Saver Group, Inc. 401(k) Plan sits mid-pack in the medium band (532 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saver Group, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $924K in the plan year 2023 filing.
  • Saver Group, 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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311532482 · Saver Group, Inc. PY 2023 · 401(k)

Saver Group, Inc. 401(k) Plan · $8M · 532 · 53rd

  • BOOK $8M
  • BOOK 532
  • BOOK 53rd
  • BOOK 401(k)
  • BOOK near Rj Mechanical, Inc. 401(k) Retirement Plan
  • BOOK ind #2706

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 Kentucky →

Saver Group, Inc. 401(k) Plan in the asset neighbourhood

Saver Group, Inc. 401(k) Plan$8MRj Mechanical, Inc. 401(k) Retirement PlanRj Mechanical, Inc. 401(k) R…$8MUndc 401(k) Profit Sharing PlanUndc 401(k) Profit Sharing P…$8MMissionwired 401(k) Plan$8M403(b) Thrift Plan of Riverside Industries, Inc.403(b) Thrift Plan of Rivers…$8M
End-of-year total assets ($M) among Saver Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Saver Group, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Saver Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 0.1530023088851132% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M 202220232024 $14.8M $14.9M ▲ +0.1%
Year Plans Participants Total Assets
2022 2 1,073 $15M
2023 2 1,036 $16M
2024 2 1,174 $15M

2023 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$924K
Employer EIN311532482
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Saver Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Saver Group, Inc. 401(k) Plan, Total assets ($B): 0.007542762 · Participants: 532Saver Group, Inc. 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Saver Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Saver Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Rj Mechanical, Inc. 401(k) Retirement Plan in AL ($8M); by covered participants it is Team Elmer's 401(k) Profit Sharing Plan in MI (532 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (532 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 Saver Group, Inc. 401(k) Plan assets move in 2023? ▼
Saver Group, Inc. 401(k) Plan grew at a solid clip - up 14.0% during 2023, from $7M to $8M. Reported net income was $924K.
How have Saver Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saver Group, Inc.'s sponsor-wide assets grew 0.2%, from $15M to $15M.
Which 401(k) plans are similar in size to Saver Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rj Mechanical, Inc. 401(k) Retirement Plan in AL ($8M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Saver Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Team Elmer's 401(k) Profit Sharing Plan in MI (532 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 311532482.

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.