401(k) · DOL Form 5500 · 2023

Sagaser, Watkins & Wieland PC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
27
Participants Small participant base
50th
Percentile by assets National rank
$242,748
Avg per participant Above avg balance/head
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Official DOL plan name: Sagaser, Watkins & Wieland PC 401(k) Plan · Sponsored by Sagaser, Watkins & Wieland PC · California · Professional & Technical Services

$7M in assets, 27 participants

Sagaser, Watkins & Wieland PC's Sagaser, Watkins & Wieland PC 401(k) Plan reported $7M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,753 in Professional & Technical Services (20,321 peers)

Sagaser, Watkins & Wieland PC multi-year trail

Sagaser, Watkins & Wieland PC's plans moved +19.4% in assets from 2022 to 2024; this filing shows Sagaser, Watkins & Wieland PC 401(k) Plan at $7M / 27 participants.

#9,753
in Professional & Technical Services (20,321 peers)
+10.0%
assets growth YoY

Sagaser, Watkins & Wieland PC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sagaser, Watkins & Wieland PC 401(k) Plan vs every filed plan by assets

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

$6,554,194 Top 50% higher than 50% 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

Sagaser, Watkins & Wieland PC 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. Sagaser, Watkins & Wieland PC 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sagaser, Watkins & Wieland PC 401(k) Plan reported net income fell from $2M in the plan year 2022 filing to $594K in the plan year 2023 filing.
  • Sagaser, Watkins & Wieland PC 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463591774 · Sagaser, Watkins & Wieland PC PY 2023 · 401(k)

Sagaser, Watkins & Wieland PC 401(k) Plan · $7M · 27 · 50th

  • ASSETS $7M
  • ASSETS 27
  • ASSETS 50th
  • ASSETS 401(k)
  • ASSETS near Piper Trust 401(k) Plan
  • ASSETS ind #9753

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 Professional & Technical Services retirement plans → · Plans in California →

Sagaser, Watkins & Wieland PC 401(k) Plan in the asset neighbourhood

Sagaser, Watkins & Wieland PC 401(k) PlanSagaser, Watkins & Wieland P…$7MPiper Trust 401(k) Plan$7MG&a Managers, LLC Retirement PlanG&a Managers, LLC Retirement…$7MBci Solutions, Inc. 401(k) PlanBci Solutions, Inc. 401(k) P…$7MCns Acquisition Corp Retirement PlanCns Acquisition Corp Retirem…$7M
End-of-year total assets ($M) among Sagaser, Watkins & Wieland PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sagaser, Watkins & Wieland PC multi-year asset trail

Sponsor-wide plan assets over time

All Sagaser, Watkins & Wieland PC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 19.400123146304185% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.96M $7.12M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 27 $6M
2023 1 27 $7M
2024 1 34 $7M

Sagaser, Watkins & Wieland PC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$594K
Employer EIN463591774
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sagaser, Watkins & Wieland PC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sagaser, Watkins & Wieland PC 401(k) Plan, Total assets ($B): 0.006554194 · Participants: 27Sagaser, Watkins & Wieland PC 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
Sagaser, Watkins & Wieland PC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sagaser, Watkins & Wieland PC 401(k) Plan side-by-side with 3 peers →

Sagaser, Watkins & Wieland PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Piper Trust 401(k) Plan in AZ ($7M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Sagaser, Watkins & Wieland PC 401(k) Plan assets move in 2023? ▼
Sagaser, Watkins & Wieland PC 401(k) Plan grew at a solid clip - up 10.0% during 2023, from $6M to $7M. Reported net income was $594K.
How have Sagaser, Watkins & Wieland PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sagaser, Watkins & Wieland PC's sponsor-wide assets grew 19.4%, from $6M to $7M.
Which 401(k) plans are similar in size to Sagaser, Watkins & Wieland PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Piper Trust 401(k) Plan in AZ ($7M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Sagaser, Watkins & Wieland PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 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 463591774.

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.