401(k) · DOL Form 5500 · 2024

Sawbrooke Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$312K
Total assets Small plan by assets: 2
Participants Small participant base: 14th
Percentile by assets National rank: $155,991
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Sawbrooke Holdings Retirement Plan · Sponsored by Sawbrooke Holdings, Inc. · Illinois · Agriculture, Forestry & Fishing

$312K in assets, 2 participants

Sawbrooke Holdings, Inc.'s Sawbrooke Holdings Retirement Plan reported $312K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

#140 in Agriculture, Forestry & Fishing (1,217 peers)

What the 2024 filing shows

Sawbrooke Holdings Retirement Plan holds $312K for 2 participants - about $155,991 per participant, among the smaller plans by assets on file.

#140
in Agriculture, Forestry & Fishing (1,217 peers): +0.0%
assets growth YoY

Sawbrooke Holdings Retirement Plan among the smaller filed plans by assets

Sawbrooke Holdings Retirement Plan vs every filed plan by assets

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

$311,982 14th percentile higher than 14% 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

Sawbrooke Holdings 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. Sawbrooke Holdings Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sawbrooke Holdings Retirement Plan reported net income rose from -$10K in the plan year 2023 filing to $6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 810717226 · Sawbrooke Holdings, Inc. PY 2024 · 401(k)

Sawbrooke Holdings Retirement Plan · $312K · 2 · 14th

NET $312K
NET 2
NET 14th
NET 401(k)
NET near Ecc Family Collective Inc 401(k) Plan
NET ind #140

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Sawbrooke Holdings Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$312K
Net Assets (End of Year)	$312K
Net Income	$6
Employer EIN	810717226
Plan Effective Date	2015-12-02
Filing Status	FILING RECEIVED

Sponsor Plan History (Sawbrooke Holdings, Inc.)

Latest sponsor-wide plan assets: $312K 3.249395273832413% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$322K
2023	1	2	$312K
2024	1	2	$312K

Nearby 401(k) Plans in Illinois

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

Sawbrooke Holdings Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Sawbrooke Holdings Retirement Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Ecc Family Collective Inc 401(k) Plan in TN ($312K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($312K here).

Ecc Family Collective Inc 401(k) Plan (TN) $312K · 3
Ndeon Corporation Retirement Plan (MN) $312K · 2
Veronica Taylor-Williams, Md, Dds, PA 401(k) Profit Sharing (NC) $312K · 5
Mvg Management, Inc. 401(k) Profit Sharing Plan (AZ) $312K · 3

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
Frozen Smiles Retirement Plan (TN) 2 · 0 off
Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
Celaya, Inc. 401(k) Plan (TX) 2 · 0 off

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 Sawbrooke Holdings Retirement Plan assets move in 2024? ▼

Sawbrooke Holdings Retirement Plan held essentially flat - up 0.0% during 2024, from $312K to $312K. Reported net income was $6.

How have Sawbrooke Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sawbrooke Holdings, Inc.'s sponsor-wide assets declined 3.2%, from $322K to $312K.

Where does Sawbrooke Holdings Retirement Plan rank by assets among Form 5500 filers? ▼

Sawbrooke Holdings Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Sawbrooke Holdings Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ecc Family Collective Inc 401(k) Plan in TN ($312K, 3 participants).

Which 401(k) plans cover a similar participant headcount to Sawbrooke Holdings Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 810717226.