401(k) · DOL Form 5500 · 2023

Sarah, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
142
Participants Small participant base
43rd
Percentile by assets National rank
$32,181
Avg per participant Low balance/head
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Official DOL plan name: Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. · Sponsored by Sarah, Inc. · Connecticut · Other Services

$5M in assets, 142 participants

Sarah, Inc.'s Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. reported $5M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,086 in Other Services (7,857 peers)

Coverage in Connecticut

Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. covers 142 participants in Connecticut, about 20% of the average Connecticut filer (state average ~718 per filing). Assets: $5M.

#5,086
in Other Services (7,857 peers)
+27.0%
assets growth YoY

Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc.'s mid-pack asset rank among Other Services and all filers

Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. vs every filed plan by assets

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

$4,569,673 43rd percentile higher than 43% 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

Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. 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. Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. reported net income rose from -$192K in the plan year 2022 filing to $886K in the plan year 2023 filing.
  • Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. reported participants rose from 136 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 066011353 · Sarah, Inc. PY 2023 · 401(k)

Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. · $5M · 142 · 43rd

  • VS-ST $5M
  • BOY 142
  • SCH 43rd
  • EBSA 401(k)
  • PART near American Telecast Products, L.L.C. 401(k) Plan
  • TYPE ind #5086

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 Other Services retirement plans → · Plans in Connecticut →

Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. in the asset neighbourhood

Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc.Safe Harbor 401(k) Profit Sh…$5MAmerican Telecast Products, L.L.C. 401(k) PlanAmerican Telecast Products, …$5MThe Wilson Law Group 401(k) Profit Sharing PlanThe Wilson Law Group 401(k) …$5MStored Energy Holdings 401(k) PlanStored Energy Holdings 401(k…$5MHoward, LLP 401(k) Plan$5M
End-of-year total assets ($M) among Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$886K
Employer EIN066011353
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sarah, Inc.)

Sponsor-wide plan assets over time

All Sarah, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 47.58366305821682% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.6M $5.31M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 136 $4M
2023 1 142 $5M
2024 1 180 $5M

Nearby 401(k) Plans in Connecticut

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

Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc., Total assets ($B): 0.004569673 · Participants: 142Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc.Rtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. side-by-side with 3 peers →

Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is American Telecast Products, L.L.C. 401(k) Plan in PA ($5M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. assets move in 2023? ▼
Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc. grew sharply - up 27.0% during 2023, from $4M to $5M. Reported net income was $886K.
How have Sarah, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sarah, Inc.'s sponsor-wide assets grew 47.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is American Telecast Products, L.L.C. 401(k) Plan in PA ($5M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Safe Harbor 401(k) Profit Sharing Plan for Employees of Sarah, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 066011353.

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.