401(k) · DOL Form 5500 · 2023

Sgi, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
107
Participants Small participant base
63rd
Percentile by assets National rank
$116,874
Avg per participant Below avg balance/head
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Official DOL plan name: Sgi, Inc. 401(k) Profit Sharing Plan · Sponsored by Sgi, Inc. · California · Professional & Technical Services

$13M in assets, 107 participants

Sgi, Inc.'s Sgi, Inc. 401(k) Profit Sharing Plan reported $13M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,708 in Professional & Technical Services (20,321 peers)

Coverage in California

Sgi, Inc. 401(k) Profit Sharing Plan covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $13M.

#12,708
in Professional & Technical Services (20,321 peers)
+27.6%
assets growth YoY

Sgi, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sgi, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,505,466 Top 37% higher than 63% 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

Sgi, Inc. 401(k) Profit Sharing 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. Sgi, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sgi, Inc. 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sgi, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Sgi, Inc. 401(k) Profit Sharing Plan reported participants rose from 85 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222365834 · Sgi, Inc. PY 2023 · 401(k)

Sgi, Inc. 401(k) Profit Sharing Plan · $13M · 107 · 63rd

  • EIN $13M
  • EIN 107
  • EIN 63rd
  • EIN 401(k)
  • EIN near Bomag Americas 401(k) Plan
  • EIN ind #12708

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 Professional & Technical Services retirement plans → · Plans in California →

Sgi, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sgi, Inc. 401(k) Profit Sharing PlanSgi, Inc. 401(k) Profit Shar…$13MBomag Americas 401(k) Plan$13MGuido's Quality Fruit & Produce 401(k) Savings PlanGuido's Quality Fruit & Prod…$13MYushiro / Qualichem 401(k) PlanYushiro / Qualichem 401(k) P…$13MSwnb Bancorp Inc 401(k) Plan$13M
End-of-year total assets ($M) among Sgi, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN222365834
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sgi, Inc.)

Sponsor-wide plan assets over time

All Sgi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 55.48911127410862% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.8M $15.2M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 85 $10M
2023 1 107 $13M
2024 1 148 $15M

Nearby 401(k) Plans in California

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

Sgi, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sgi, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.012505466 · Participants: 107Sgi, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sgi, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Sgi, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bomag Americas 401(k) Plan in SC ($13M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Sgi, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Sgi, Inc. 401(k) Profit Sharing Plan grew sharply - up 27.6% during 2023, from $10M to $13M. Reported net income was $3M.
How have Sgi, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sgi, Inc.'s sponsor-wide assets grew 55.5%, from $10M to $15M.
Which 401(k) plans are similar in size to Sgi, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Bomag Americas 401(k) Plan in SC ($13M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Sgi, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants, N/A in assets).