401(k) · DOL Form 5500 · 2023

Savatree, LLC 401(k) Plan

Data updated 2026-08-25

$69M
Total assets Below avg plan size: 2,243
Participants Above avg headcount: 88th
Percentile by assets National rank: $30,593
Avg per participant Low balance/head

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Official DOL plan name: Savatree, LLC · Sponsored by Savatree, LLC · New York · Agriculture, Forestry & Fishing

$69M in assets, 2,243 participants

Savatree, LLC's Savatree, LLC reported $69M in total assets and 2,243 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

#1,205 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in New York

Savatree, LLC covers 2,243 participants in New York, 2.8x the typical New York plan (state average ~798 per filing). Assets: $69M.

#1,205
in Agriculture, Forestry & Fishing (1,288 peers): +19.7%
assets growth YoY: 0.7×
vs typical plan assets (national mean)

Savatree, LLC's outsized position by total assets

Savatree, LLC vs every filed plan by assets

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

$68,619,375 Top 12% higher than 88% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Savatree, LLC'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. Savatree, LLC lands in the large band (2,243 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Savatree, LLC reported net income rose from -$5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Savatree, LLC end-of-year assets rose from $57M in the plan year 2022 filing to $69M in the plan year 2023 filing.
Savatree, LLC reported participants rose from 2,230 in the plan year 2022 filing to 2,243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133257374 · Savatree, LLC PY 2023 · 401(k)

Savatree, LLC · $69M · 2,243 · 88th

BOY $69M
SCH 2,243
EBSA 88th
PART 401(k)
TYPE near Melton Machine & Control Company 401(k) Plan
NET ind #1205

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New York →

End-of-year total assets ($M) among Savatree, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$57M
Net Assets (End of Year)	$69M
Net Income	$11M
Employer EIN	133257374
Plan Effective Date	1992-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Savatree, LLC)

Latest sponsor-wide plan assets: $82M 42.30231730968942% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2,230	$57M
2023	1	2,243	$69M
2024	1	2,442	$82M

Nearby 401(k) Plans in New York

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

Savatree, LLC vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Savatree, LLC side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Melton Machine & Control Company 401(k) Plan in MO ($69M); by covered participants it is Qsr Executive Enterprises 401(k) Plan in OH (2,243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($69M here).

Melton Machine & Control Company 401(k) Plan (MO) $69M · 118
Mac Papers and Packaging, LLC 401(k) Profit Sharing Plan (FL) $69M · 822
Champion Laboratories, Inc. 401(k) Retirement Plan (OH) $69M · 1,241
Pae Consulting Engineers, Inc. Profit Sharing and Employees Savings Plan (OR) $69M · 360

Similar participant headcount

Nearest other-state filings by covered participants (2,243 participants); asset peers above are excluded.

Qsr Executive Enterprises 401(k) Plan (OH) 2,243 · 0 off
Cenveo Worldwide Limited 401(k) Savings and Retirement Plan (CT) 2,244 · 1 off
Atos Syntel Inc. 401(k) Plan (MI) 2,244 · 1 off
Alliancerx Walgreens Pharmacy 401(k) Plan (FL) 2,245 · 2 off

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 Savatree, LLC assets move in 2023? ▼

Savatree, LLC grew sharply - up 19.7% during 2023, from $57M to $69M. Reported net income was $11M.

How have Savatree, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Savatree, LLC's sponsor-wide assets grew 42.3%, from $57M to $82M.

Where does Savatree, LLC rank by assets among Form 5500 filers? ▼

Savatree, LLC ranks in the 88th 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 Savatree, LLC? ▼

Among 401(k) plans in other states, the closest by assets is Melton Machine & Control Company 401(k) Plan in MO ($69M, 118 participants).

Which 401(k) plans cover a similar participant headcount to Savatree, LLC? ▼

Among 401(k) plans in other states, the closest by covered participants is Qsr Executive Enterprises 401(k) Plan in OH (2,243 participants, $2M 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 133257374.