401(k) · DOL Form 5500 · 2024

The Sargents Group 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
68
Participants Small participant base
39th
Percentile by assets National rank
$63,378
Avg per participant Low balance/head
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Official DOL plan name: The Sargents Group 401(k) Plan · Sponsored by The Sargents Group · Pennsylvania · Administrative & Support Services

$4M in assets, 68 participants

The Sargents Group's The Sargents Group 401(k) Plan reported $4M in total assets and 68 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,729 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, The Sargents Group 401(k) Plan ranks #2,729 of 4,368 2024 filers by assets (669% of the sector average)-$4M for 68 participants.

#2,729
in Administrative & Support Services (4,368 peers)
+4.1%
assets growth YoY

The Sargents Group 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

The Sargents Group 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,309,708 39th percentile higher than 39% of 123,620 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 2024

The Sargents Group 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sargents Group 401(k) Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Sargents Group 401(k) Plan reported participants fell from 266 in the plan year 2023 filing to 68 in the plan year 2024 filing.
  • The Sargents Group 401(k) Plan reported net income fell from $290K in the plan year 2023 filing to $169K in the plan year 2024 filing.
  • The Sargents Group 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 251398462 · The Sargents Group PY 2024 · 401(k)

The Sargents Group 401(k) Plan · $4M · 68 · 39th

  • EOY $4M
  • 5500 68
  • ASSETS 39th
  • PCT 401(k)
  • EIN near G & P Group, Inc. 401(k) Plan
  • RANK ind #2729

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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →

The Sargents Group 401(k) Plan in the asset neighbourhood

The Sargents Group 401(k) PlanThe Sargents Group 401(k) Pl…$4MG & P Group, Inc. 401(k) Plan$4MPhysician Directed Partners, Inc. 401(k) Retirement PlanPhysician Directed Partners,…$4ML. B. Plastics, Inc. Retirement PlanL. B. Plastics, Inc. Retirem…$4MBulldog Battery Employee Stock Ownership and 401(k) PlanBulldog Battery Employee Sto…$4M
End-of-year total assets ($M) among The Sargents Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$169K
Employer EIN251398462
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sargents Group)

Sponsor-wide plan assets over time

All The Sargents Group plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.8517705310568% vs 2022
2024 filing year
$3.8M$4M$4.2M$4.4M 202220232024 $3.85M $4.31M ▲ +11.9%
Year Plans Participants Total Assets
2022 1 247 $4M
2023 1 266 $4M
2024 1 68 $4M

Nearby 401(k) Plans in Pennsylvania

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

The Sargents Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Sargents Group 401(k) Plan, Total assets ($B): 0.004309708 · Participants: 68The Sargents Group 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Sargents Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Sargents Group 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is G & P Group, Inc. 401(k) Plan in CA ($4M); by covered participants it is Cleverbridge, Inc. 401(k) Plan in IL (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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.

Frequently Asked Questions

How did The Sargents Group 401(k) Plan assets move in 2024? ▼
The Sargents Group 401(k) Plan edged up modestly - up 4.1% during 2024, from $4M to $4M. Reported net income was $169K.
How have The Sargents Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sargents Group's sponsor-wide assets grew 11.9%, from $4M to $4M.
Which 401(k) plans are similar in size to The Sargents Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is G & P Group, Inc. 401(k) Plan in CA ($4M, 3 participants).
Which 401(k) plans cover a similar participant headcount to The Sargents Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cleverbridge, Inc. 401(k) Plan in IL (68 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251398462.

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.