401(k) · DOL Form 5500 · 2023

Sage Parts Plus, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
156
Participants Small participant base
63rd
Percentile by assets National rank
$78,105
Avg per participant Below avg balance/head
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Official DOL plan name: Sage Parts Plus, Inc. 401(k) Savings Plan · Sponsored by Sage Parts Plus, Inc. · New York · Retail Trade

$12M in assets, 156 participants

Sage Parts Plus, Inc.'s Sage Parts Plus, Inc. 401(k) Savings Plan reported $12M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,201 in Retail Trade (8,414 peers)

Coverage in New York

Sage Parts Plus, Inc. 401(k) Savings Plan covers 156 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $12M.

#6,201
in Retail Trade (8,414 peers)
+18.8%
assets growth YoY

Sage Parts Plus, Inc. 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers

Sage Parts Plus, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$12,184,348 Top 37% higher than 63% 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

Sage Parts Plus, Inc. 401(k) Savings 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. Sage Parts Plus, Inc. 401(k) Savings Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sage Parts Plus, Inc. 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sage Parts Plus, Inc. 401(k) Savings Plan reported participants rose from 115 in the plan year 2022 filing to 156 in the plan year 2023 filing.
  • Sage Parts Plus, Inc. 401(k) Savings Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 113526918 · Sage Parts Plus, Inc. PY 2023 · 401(k)

Sage Parts Plus, Inc. 401(k) Savings Plan · $12M · 156 · 63rd

  • BOY $12M
  • SCH 156
  • EBSA 63rd
  • PART 401(k)
  • TYPE near Brock and Company, Inc. 401(k) Retirement Plan
  • NET ind #6201

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 Retail Trade retirement plans → · Plans in New York →

Sage Parts Plus, Inc. 401(k) Savings Plan in the asset neighbourhood

Sage Parts Plus, Inc. 401(k) Savings PlanSage Parts Plus, Inc. 401(k)…$12MBrock and Company, Inc. 401(k) Retirement PlanBrock and Company, Inc. 401(…$12MCerco I, Inc. 401(k) Profit Sharing PlanCerco I, Inc. 401(k) Profit …$12MAbarta, Inc. Deferred Compensation 401(k) Savings Plan for Union EmployeesAbarta, Inc. Deferred Compen…$12MUpdater Inc. 401(k) Plan$12M
End-of-year total assets ($M) among Sage Parts Plus, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN113526918
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sage Parts Plus, Inc.)

Sponsor-wide plan assets over time

All Sage Parts Plus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 24.64914535676124% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.3M $12.8M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 115 $10M
2023 1 156 $12M
2024 1 157 $13M

Nearby 401(k) Plans in New York

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

Sage Parts Plus, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sage Parts Plus, Inc. 401(k) Savings Plan, Total assets ($B): 0.012184348 · Participants: 156Sage Parts Plus, Inc. 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sage Parts Plus, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sage Parts Plus, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Sage Parts Plus, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Brock and Company, Inc. 401(k) Retirement Plan in PA ($12M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Sage Parts Plus, Inc. 401(k) Savings Plan assets move in 2023? ▼
Sage Parts Plus, Inc. 401(k) Savings Plan grew sharply - up 18.8% during 2023, from $10M to $12M. Reported net income was $2M.
How have Sage Parts Plus, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Parts Plus, Inc.'s sponsor-wide assets grew 24.6%, from $10M to $13M.
Which 401(k) plans are similar in size to Sage Parts Plus, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brock and Company, Inc. 401(k) Retirement Plan in PA ($12M, 292 participants).
Which 401(k) plans cover a similar participant headcount to Sage Parts Plus, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 113526918.

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.