401(k) · DOL Form 5500 · 2023
Sage Software Inc. 401(k) Plan
Data updated 2026-08-11
- $392M
- Total assets
- 2,212
- Participants
- 97th
- Percentile by assets
- $177,412
- Avg per participant
Official DOL plan name: Sage 401(k) Plan · Sponsored by Sage Software Inc. · Georgia · Professional & Technical Services
$392M in assets, 2,212 participants
Sage Software Inc.'s Sage 401(k) Plan reported $392M in total assets and 2,212 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #19,867 in Professional & Technical Services (20,321 peers)
Coverage in Georgia
Sage 401(k) Plan covers 2,212 participants in Georgia, 2.0x the typical Georgia plan (state average ~1,096 per filing). Assets: $392M.
- $392M
- total plan assets (2023 EOY)
- 2,212
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $177,412
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sage 401(k) Plan reported net income rose from -$68M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Sage 401(k) Plan end-of-year assets rose from $334M in the plan year 2022 filing to $392M in the plan year 2023 filing.
- Sage 401(k) Plan reported participants fell from 2,265 in the plan year 2022 filing to 2,212 in the plan year 2023 filing.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Sage 401(k) Plan reports 2,212 participants - 2.0x that state average ($392M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $334M |
|---|---|
| Net Assets (End of Year) | $392M |
| Net Income | $57M |
| Employer EIN | 541222526 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sage Software Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,265 | $334M |
| 2023 | 1 | 2,212 | $392M |
| 2024 | 1 | 2,083 | $433M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sage 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sage 401(k) Plan by total assets, not by location.
- Chenega Corporation 401(k) Profit Sharing Plan and Trust (AK) $392M · 6,984
- International Data Group, Inc. 401(k) and Profit Sharing Plan (MA) $393M · 1,146
- Privia Retirement Plan (VA) $392M · 5,125
- Varsity Brands, LLC 401(k) Profit Sharing Plan (TX) $393M · 6,779
Frequently Asked Questions
How did Sage 401(k) Plan assets move in 2023? ▼
How have Sage Software Inc. plan assets changed over time? ▼
Where does Sage 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sage 401(k) Plan? ▼
Next read for Sage 401(k) Plan
Filing takeaways
Ways to act on Sage 401(k) Plan's numbers.
- By total assets, Sage 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
- Sage Software Inc.'s sponsor-wide assets have grown 29.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans