401(k)
2023 plan-year 401(k) DOL Form 5500

S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

S & G DISCOUNT OUTLET INC.

This 401(k) plan holds $6M in total assets and serves 159 participants as of 2023. It is sponsored by S & G DISCOUNT OUTLET INC. in California. The plan reported a net loss of $59K for the year.

Total Assets (2023)
$6M
Participants
159
State
Industry
Retail Trade

What the Filing Says About S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN

S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN is a 401(k) retirement plan sponsored by S & G DISCOUNT OUTLET INC., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $6M in total end-of-year assets and covers 159 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 941698156, and the plan has been effective since 1994-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to $6M at year-end — a decline of 1.0%. Net assets (after liabilities) closed the year at $6M, with reported net income of $-59,227 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$6M
Net Assets (End of Year)$6M
Net Income$-59,227
Plan Type401(k)
Employer EIN941698156
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S & G DISCOUNT OUTLET INC.)

Year Plans Participants Total Assets
2022 1 132 $6M
2023 1 159 $6M
2024 1 129 $7M

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Frequently Asked Questions

How much money is in the S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN?
As of the 2023 Form 5500 filing, S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN holds $6M in total assets with 159 participants. It is sponsored by S & G DISCOUNT OUTLET INC..
What type of plan is S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN?
S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN is a 401(k) plan. It has been effective since 1994-01-01. The plan is filed with the U.S. Department of Labor under EIN 941698156.
Who sponsors the S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN?
S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN is sponsored by S & G DISCOUNT OUTLET INC., located in California. The sponsor's EIN is 941698156 and the plan operates in the Retail Trade industry.
How did S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN perform in 2023?
S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN declined by 1.0% during 2023, moving from $6M to $6M in total assets. Net income was $-59,227.
Where can I find official filings for S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN?
Official Form 5500 filings for S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 941698156 or plan name at efast.dol.gov.
How does S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN compare to other plans?
You can compare S & G DISCOUNT OUTLET INC. 401K SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 941698156.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.