401(k) · DOL Form 5500 · 2023

Sagesure LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
484
Participants Below avg headcount
82nd
Percentile by assets National rank
$73,437
Avg per participant Below avg balance/head
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Official DOL plan name: Sagesure LLC 401(k) Plan · Sponsored by Sagesure LLC · New Jersey · Finance & Insurance

$36M in assets, 484 participants

Sagesure LLC's Sagesure LLC 401(k) Plan reported $36M in total assets and 484 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.

  • #6,369 in Finance & Insurance (8,869 peers)

Where Sagesure LLC 401(k) Plan sits by assets

Sagesure LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 484 participants (~$73,437/participant), up 48.9% in 2023.

#6,369
in Finance & Insurance (8,869 peers)
+48.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Sagesure LLC 401(k) Plan vs every filed plan by assets

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

$35,543,628 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

Sagesure LLC 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. Sagesure LLC 401(k) Plan sits mid-pack in the medium band (484 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sagesure LLC 401(k) Plan reported net income rose from -$92K in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Sagesure LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Sagesure LLC 401(k) Plan reported participants rose from 353 in the plan year 2022 filing to 484 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260902522 · Sagesure LLC PY 2023 · 401(k)

Sagesure LLC 401(k) Plan · $36M · 484 · 82nd

  • PCT $36M
  • PCT 484
  • PCT 82nd
  • PCT 401(k)
  • PCT near Elite Spice, Inc. 401(k) Profit Sharing Plan and Trust
  • PCT ind #6369

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 New Jersey →

Sagesure LLC 401(k) Plan in the asset neighbourhood

Elite Spice, Inc. 401(k) Profit Sharing Plan and TrustElite Spice, Inc. 401(k) Pro…$36MVerst Group Logistics Companies 401(k) Retirement Savings PlanVerst Group Logistics Compan…$36MHavtech Investments LLC 401(k) PlanHavtech Investments LLC 401(…$36MThe Dutra Group 401(k) Plan$36MSagesure LLC 401(k) Plan$36M
End-of-year total assets ($M) among Sagesure LLC 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)$24M
Net Assets (End of Year)$36M
Net Income$12M
Employer EIN260902522
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sagesure LLC)

Sponsor-wide plan assets over time

All Sagesure LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 110.69593608886154% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $23.9M $50.3M ▲ +110.7%
Year Plans Participants Total Assets
2022 1 353 $24M
2023 1 484 $36M
2024 1 611 $50M

Nearby 401(k) Plans in New Jersey

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

Sagesure LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Sagesure LLC 401(k) Plan, Total assets ($B): 0.035543628 · Participants: 484Sagesure LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Sagesure LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Sagesure LLC 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Elite Spice, Inc. 401(k) Profit Sharing Plan and Trust in MD ($36M); by covered participants it is Home Bank, N.a. Profit Sharing and 401(k) Plan in LA (484 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (484 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 Sagesure LLC 401(k) Plan assets move in 2023? ▼
Sagesure LLC 401(k) Plan surged - up 48.9% during 2023, from $24M to $36M. Reported net income was $12M.
How have Sagesure LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sagesure LLC's sponsor-wide assets grew 110.7%, from $24M to $50M.
Where does Sagesure LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sagesure LLC 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 Sagesure LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elite Spice, Inc. 401(k) Profit Sharing Plan and Trust in MD ($36M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Sagesure LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Home Bank, N.a. Profit Sharing and 401(k) Plan in LA (484 participants, $47M 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 260902522.

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.