Profit Sharing · DOL Form 5500 · 2024
Sak Group Inc. Profit Sharing Plan
Data updated 2026-08-25
- $602K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $301,004
- Avg per participant High balance/head
Official DOL plan name: Sak Group Inc. Retirement Plan · Sponsored by Sak Group Inc. · Wisconsin · Other Services
$602K in assets, 2 participants
Sak Group Inc.'s Sak Group Inc. Retirement Plan reported $602K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #3,120 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Sak Group Inc. Retirement Plan ranks #3,120 of 7,719 2024 filers by assets (3334% of the sector average)-$602K for 2 participants.
- #3,120
- in Other Services (7,719 peers)
- +462.3%
- assets growth YoY
Sak Group Inc. Retirement Plan among the smaller filed plans by assets
Sak Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$602,008 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sak Group Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sak Group Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sak Group Inc. Retirement Plan end-of-year assets rose from $107K in the plan year 2023 filing to $602K in the plan year 2024 filing.
- Sak Group Inc. Retirement Plan reported net income rose from -$492K in the plan year 2023 filing to $495K in the plan year 2024 filing.
DOL schedule card
Filing strip 853250941 · Sak Group Inc. PY 2024 · Profit Sharing
Sak Group Inc. Retirement Plan · $602K · 2 · 19th
- BOOK $602K
- BOOK 2
- BOOK 19th
- BOOK Profit Sharing
- BOOK near Dr. Kamran Parsa, Inc. Profit Sharing Plan
- BOOK ind #3120
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 Wisconsin →
Sak Group Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $107K |
|---|---|
| Net Assets (End of Year) | $602K |
| Net Income | $495K |
| Employer EIN | 853250941 |
| Plan Effective Date | 2020-10-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sak Group Inc.)
Sponsor-wide plan assets over time
All Sak Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $602K 0.5355702478786776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $599K |
| 2023 | 1 | 2 | $107K |
| 2024 | 1 | 2 | $602K |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.4B · 5,999
- Aspirus, Inc. Retirement Plan $893M · 10,194
- Thedacare Retirement and 403(b) Savings Plan $838M · 6,180
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $374M · 1,894
- Clarios Retirement Savings and Investment Plan $334M · 5,088
Sak Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Dr. Kamran Parsa, Inc. Profit Sharing Plan in CA ($602K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($602K here).
- Dr. Kamran Parsa, Inc. Profit Sharing Plan (CA) $602K · 26
- Kiva Fitness, Inc. Retirement Plan (TN) $602K · 3
- Manuel Naredo Villar Retirement Plan (PR) $602K · 1
- Grayduck Inc. Retirement Plan (IL) $602K · 2
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.