401(k) · DOL Form 5500 · 2024
Sage M Humphries Dds Ms Inc 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 47
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $26,992
- Avg per participant Low balance/head
Official DOL plan name: Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Sage M Humphries Dds Ms Inc · California · Healthcare & Social Assistance
$1M in assets, 47 participants
Sage M Humphries Dds Ms Inc's Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.
- #3,632 in Healthcare & Social Assistance (16,916 peers)
Sage M Humphries Dds Ms Inc multi-year trail
Sage M Humphries Dds Ms Inc's plans moved +73.8% in assets from 2022 to 2024; this filing shows Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust at $1M / 47 participants.
- #3,632
- in Healthcare & Social Assistance (16,916 peers)
- +27.4%
- assets growth YoY
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,268,644 25th percentile higher than 25% 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
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust is a small filing (47 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 36 in the plan year 2023 filing to 47 in the plan year 2024 filing.
- Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $996K in the plan year 2023 filing to $1M in the plan year 2024 filing.
DOL schedule card
Filing strip 208540520 · Sage M Humphries Dds Ms Inc PY 2024 · 401(k)
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust · $1M · 47 · 25th
- PCT $1M
- EIN 47
- RANK 25th
- PHOTO 401(k)
- IND near Toli Management Corp Dba McDonald's 401(k) Plan
- EOY ind #3632
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Sage M Humphries Dds Ms Inc multi-year asset trail
Sponsor-wide plan assets over time
All Sage M Humphries Dds Ms Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 73.76019021739131% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $730K |
| 2023 | 1 | 36 | $996K |
| 2024 | 1 | 47 | $1M |
Sage M Humphries Dds Ms Inc filing trail (2024)
| Total Assets (Beginning of Year) | $996K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $273K |
| Employer EIN | 208540520 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Sage M Humphries Dds Ms Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Toli Management Corp Dba McDonald's 401(k) Plan in NY ($1M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (47 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.