401(k) · DOL Form 5500 · 2023

Sage Software Inc. 401(k) Plan

Data updated 2026-08-25

$392M
Total assets Above avg plan size
2,212
Participants Above avg headcount
97th
Percentile by assets National rank
$177,412
Avg per participant Above avg balance/head
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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.

  • #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.

#19,867
in Professional & Technical Services (20,321 peers)
+17.5%
assets growth YoY
3.9×
vs typical plan assets (national mean)

Sage 401(k) Plan's outsized position by total assets

Sage 401(k) Plan vs every filed plan by assets

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

$392,435,531 Top 3% higher than 97% 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

Sage 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sage 401(k) Plan lands in the large band (2,212 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541222526 · Sage Software Inc. PY 2023 · 401(k)

Sage 401(k) Plan · $392M · 2,212 · 97th

  • IND $392M
  • IND 2,212
  • IND 97th
  • IND 401(k)
  • IND near Chenega Corporation 401(k) Profit Sharing Plan and Trust
  • IND ind #19867

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 Georgia →

Sage 401(k) Plan in the asset neighbourhood

Varsity Brands, LLC 401(k) Profit Sharing PlanVarsity Brands, LLC 401(k) P…$393MInternational Data Group, Inc. 401(k) and Profit Sharing PlanInternational Data Group, In…$393MSage 401(k) Plan$392MChenega Corporation 401(k) Profit Sharing Plan and TrustChenega Corporation 401(k) P…$392MPrivia Retirement Plan$392M
End-of-year total assets ($M) among Sage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$334M
Net Assets (End of Year)$392M
Net Income$57M
Employer EIN541222526
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sage Software Inc.)

Sponsor-wide plan assets over time

All Sage Software Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$433M 29.635735765218296% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $334M $433M ▲ +29.6%
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 Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Sage 401(k) Plan, Total assets ($B): 0.392435531 · Participants: 2212Sage 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Sage 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Sage 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Chenega Corporation 401(k) Profit Sharing Plan and Trust in AK ($392M); by covered participants it is Americare Systems, Inc. Retirement Savings Plan in MO (2,212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,212 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 Sage 401(k) Plan assets move in 2023? ▼
Sage 401(k) Plan grew sharply - up 17.5% during 2023, from $334M to $392M. Reported net income was $57M.
How have Sage Software Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Software Inc.'s sponsor-wide assets grew 29.6%, from $334M to $433M.
Where does Sage 401(k) Plan rank by assets among Form 5500 filers? ▼
Sage 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chenega Corporation 401(k) Profit Sharing Plan and Trust in AK ($392M, 6,984 participants).
Which 401(k) plans cover a similar participant headcount to Sage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Americare Systems, Inc. Retirement Savings Plan in MO (2,212 participants, $14M 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 541222526.

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.