401(k) · DOL Form 5500 · 2023

Sdg Mgmt Company, LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
1,379
Participants Near avg headcount
87th
Percentile by assets National rank
$40,202
Avg per participant Low balance/head
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Official DOL plan name: Sdg Mgmt Company, LLC 401(k) Plan · Sponsored by Sdg Mgmt Company, LLC · New York · Healthcare & Social Assistance

$55M in assets, 1,379 participants

Sdg Mgmt Company, LLC's Sdg Mgmt Company, LLC 401(k) Plan reported $55M in total assets and 1,379 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,674 in Healthcare & Social Assistance (17,684 peers)

Where Sdg Mgmt Company, LLC 401(k) Plan sits by assets

Sdg Mgmt Company, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 1,379 participants (~$40,202/participant), up 41.1% in 2023.

#15,674
in Healthcare & Social Assistance (17,684 peers)
+41.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Sdg Mgmt Company, LLC 401(k) Plan's outsized position by total assets

Sdg Mgmt Company, LLC 401(k) Plan vs every filed plan by assets

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

$55,438,663 Top 13% higher than 87% 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

Sdg Mgmt Company, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sdg Mgmt Company, LLC 401(k) Plan lands in the large band (1,379 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sdg Mgmt Company, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Sdg Mgmt Company, LLC 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Sdg Mgmt Company, LLC 401(k) Plan reported participants rose from 1,259 in the plan year 2022 filing to 1,379 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 462157154 · Sdg Mgmt Company, LLC PY 2023 · 401(k)

Sdg Mgmt Company, LLC 401(k) Plan · $55M · 1,379 · 87th

  • VS-ST $55M
  • BOY 1,379
  • SCH 87th
  • EBSA 401(k)
  • PART near Metawater Group Retirement Plan
  • TYPE ind #15674

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Sdg Mgmt Company, LLC 401(k) Plan in the asset neighbourhood

Sdg Mgmt Company, LLC 401(k) PlanSdg Mgmt Company, LLC 401(k)…$55MMetawater Group Retirement PlanMetawater Group Retirement P…$55MNumerator 401(k) Plan$55MMcgohan Brabender 401(k) Profit Sharing PlanMcgohan Brabender 401(k) Pro…$55MGreyhound Lines, Inc. Retirement Savings PlanGreyhound Lines, Inc. Retire…$55M
End-of-year total assets ($M) among Sdg Mgmt Company, 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)$39M
Net Assets (End of Year)$55M
Net Income$16M
Employer EIN462157154
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sdg Mgmt Company, LLC)

Sponsor-wide plan assets over time

All Sdg Mgmt Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$77M 94.97328220808527% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $39.3M $76.6M ▲ +95.0%
Year Plans Participants Total Assets
2022 1 1,259 $39M
2023 1 1,379 $55M
2024 1 1,774 $77M

Nearby 401(k) Plans in New York

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

Sdg Mgmt Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sdg Mgmt Company, LLC 401(k) Plan, Total assets ($B): 0.055438663 · Participants: 1379Sdg Mgmt Company, LLC 401(k) 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
Sdg Mgmt Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sdg Mgmt Company, LLC 401(k) Plan side-by-side with 3 peers →

Sdg Mgmt Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Metawater Group Retirement Plan in IL ($55M); by covered participants it is United Road Services, Inc. Employee's 401(k) Plan in MI (1,379 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,379 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 Sdg Mgmt Company, LLC 401(k) Plan assets move in 2023? ▼
Sdg Mgmt Company, LLC 401(k) Plan surged - up 41.1% during 2023, from $39M to $55M. Reported net income was $16M.
How have Sdg Mgmt Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sdg Mgmt Company, LLC's sponsor-wide assets grew 95.0%, from $39M to $77M.
Where does Sdg Mgmt Company, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sdg Mgmt Company, LLC 401(k) Plan ranks in the 87th 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 Sdg Mgmt Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metawater Group Retirement Plan in IL ($55M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Sdg Mgmt Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Road Services, Inc. Employee's 401(k) Plan in MI (1,379 participants, $53M 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 462157154.

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.