401(k) · DOL Form 5500 · 2024
Semper Augustus Investments Gr 401(k) Plan
Data updated 2026-08-25
- $551K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $91,849
- Avg per participant Below avg balance/head
Official DOL plan name: Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust · Sponsored by Semper Augustus Investments Gr · Colorado · Professional & Technical Services
$551K in assets, 6 participants
Semper Augustus Investments Gr's Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust reported $551K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #2,827 in Professional & Technical Services (20,173 peers)
Semper Augustus Investments Gr multi-year trail
Semper Augustus Investments Gr's plans moved +125.8% in assets from 2022 to 2024; this filing shows Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust at $551K / 6 participants.
- #2,827
- in Professional & Technical Services (20,173 peers)
- +42.5%
- assets growth YoY
Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$551,094 18th percentile higher than 18% 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
Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $387K in the plan year 2023 filing to $551K in the plan year 2024 filing.
- Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust reported net income rose from $143K in the plan year 2023 filing to $164K in the plan year 2024 filing.
- Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust reported participants fell from 7 in the plan year 2023 filing to 6 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 841475899 · Semper Augustus Investments Gr PY 2024 · 401(k)
Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust · $551K · 6 · 18th
- BOY $551K
- BOY 6
- BOY 18th
- BOY 401(k)
- BOY near Tree of Knowledge, Inc. 401(k) Plan
- BOY ind #2827
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 Colorado →
Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Semper Augustus Investments Gr multi-year asset trail
Sponsor-wide plan assets over time
All Semper Augustus Investments Gr plans reported in each filing year
- Latest sponsor-wide plan assets
- $551K 125.79249480683899% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $244K |
| 2023 | 1 | 7 | $387K |
| 2024 | 1 | 6 | $551K |
Semper Augustus Investments Gr filing trail (2024)
| Total Assets (Beginning of Year) | $387K |
|---|---|
| Net Assets (End of Year) | $551K |
| Net Income | $164K |
| Employer EIN | 841475899 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
Semper Augustus Investments Gr 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Tree of Knowledge, Inc. 401(k) Plan in IL ($551K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($551K here).
- Tree of Knowledge, Inc. 401(k) Plan (IL) $551K · 7
- Whitehouse Farms Inc. 401(k) Plan (NY) $551K · 4
- Tka Incorporated 401(k) Plan (AK) $551K · 1
- Yzer, LLC 401(k) Profit Sharing Plan (FL) $551K · 105
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.