401(k) · DOL Form 5500 · 2023

Sag Holding LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
111
Participants Small participant base
77th
Percentile by assets National rank
$230,402
Avg per participant Above avg balance/head
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Official DOL plan name: Sag Holding LLC 401(k) Plan · Sponsored by Sag Holding LLC · Minnesota · Finance & Insurance

$26M in assets, 111 participants

Sag Holding LLC's Sag Holding LLC 401(k) Plan reported $26M in total assets and 111 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,742 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Sag Holding LLC 401(k) Plan covers 111 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $26M.

#5,742
in Finance & Insurance (8,869 peers)
+26.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$25,574,632 Top 23% higher than 77% 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

Sag Holding 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. Sag Holding LLC 401(k) Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sag Holding LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sag Holding LLC 401(k) Plan reported participants rose from 78 in the plan year 2022 filing to 111 in the plan year 2023 filing.
  • Sag Holding LLC 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 270337479 · Sag Holding LLC PY 2023 · 401(k)

Sag Holding LLC 401(k) Plan · $26M · 111 · 77th

  • PCT $26M
  • PCT 111
  • PCT 77th
  • PCT 401(k)
  • PCT near Nav Consulting, Inc. 401(k) and Profit Sharing Plan
  • PCT ind #5742

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 Minnesota →

Sag Holding LLC 401(k) Plan in the asset neighbourhood

The Egg Retirement Plan$26MSag Holding LLC 401(k) Plan$26MNav Consulting, Inc. 401(k) and Profit Sharing PlanNav Consulting, Inc. 401(k) …$26MLuminis Health Care Services, Inc. 401(k) PlanLuminis Health Care Services…$26MOec USA, Inc. 401(k) Plan$26M
End-of-year total assets ($M) among Sag Holding LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN270337479
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sag Holding LLC)

Sponsor-wide plan assets over time

All Sag Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 59.73706975085993% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.3M $32.4M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 78 $20M
2023 1 111 $26M
2024 1 93 $32M

Nearby 401(k) Plans in Minnesota

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

Sag Holding LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Sag Holding LLC 401(k) Plan, Total assets ($B): 0.025574632 · Participants: 111Sag Holding LLC 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Sag Holding LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Sag Holding LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Nav Consulting, Inc. 401(k) and Profit Sharing Plan in IL ($26M); by covered participants it is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Sag Holding LLC 401(k) Plan assets move in 2023? ▼
Sag Holding LLC 401(k) Plan grew sharply - up 26.1% during 2023, from $20M to $26M. Reported net income was $5M.
How have Sag Holding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sag Holding LLC's sponsor-wide assets grew 59.7%, from $20M to $32M.
Where does Sag Holding LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sag Holding LLC 401(k) Plan ranks in the 77th 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 Sag Holding LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nav Consulting, Inc. 401(k) and Profit Sharing Plan in IL ($26M, 51 participants).
Which 401(k) plans cover a similar participant headcount to Sag Holding LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Appliance Installation Inc. 401(k) Plan in OH (111 participants, $3M 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 270337479.

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.