401(k) · DOL Form 5500 · 2024

The Savings Group, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
643
Participants Below avg headcount
60th
Percentile by assets National rank
$19,171
Avg per participant Low balance/head
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Official DOL plan name: The Savings Group 401(k) Plan · Sponsored by The Savings Group, Inc. · Texas · Finance & Insurance

$12M in assets, 643 participants

The Savings Group, Inc.'s The Savings Group 401(k) Plan reported $12M in total assets and 643 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,781 in Finance & Insurance (8,549 peers)

2024 asset change

The Savings Group 401(k) Plan grew at a solid clip 8.0% in 2024 ($11M → $12M) for 643 participants.

#3,781
in Finance & Insurance (8,549 peers)
+8.0%
assets growth YoY

The Savings Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$12,326,700 Top 40% higher than 60% 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 Savings Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Savings Group 401(k) Plan sits mid-pack in the medium band (643 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Savings Group 401(k) Plan reported participants fell from 972 in the plan year 2023 filing to 643 in the plan year 2024 filing.
  • The Savings Group 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $915K in the plan year 2024 filing.
  • The Savings Group 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 871613364 · The Savings Group, Inc. PY 2024 · 401(k)

The Savings Group 401(k) Plan · $12M · 643 · 60th

  • VS-ST $12M
  • BOY 643
  • SCH 60th
  • EBSA 401(k)
  • PART near Civicactions, Inc. 401(k) Plan
  • TYPE ind #3781

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 Finance & Insurance retirement plans → · Plans in Texas →

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

The Savings Group 401(k) Plan$12MCivicactions, Inc. 401(k) PlanCivicactions, Inc. 401(k) Pl…$12MTaylor Steel Inc. 401(k) Retirement Savings PlanTaylor Steel Inc. 401(k) Ret…$12MMauna Lani Resort 401(k) Retirement Savings PlanMauna Lani Resort 401(k) Ret…$12MPueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and TrustPueblo of Laguna Commercial …$12M
End-of-year total assets ($M) among The Savings Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Savings Group, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All The Savings Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 8.003994326213295% vs 2023
2024 filing year
$11M$11.5M$12M$12.5M 20232024 $11.4M $12.3M ▲ +8.1%
Year Plans Participants Total Assets
2023 1 972 $11M
2024 1 643 $12M

2024 asset-move particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$915K
Employer EIN871613364
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

The Savings Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Savings Group 401(k) Plan, Total assets ($B): 0.0123267 · Participants: 643The Savings Group 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
The Savings Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Savings Group 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Civicactions, Inc. 401(k) Plan in CA ($12M); by covered participants it is Saalex Solutions, Inc. 401(k) in CA (643 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (643 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 Savings Group 401(k) Plan assets move in 2024? ▼
The Savings Group 401(k) Plan grew at a solid clip - up 8.0% during 2024, from $11M to $12M. Reported net income was $915K.
How have The Savings Group, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The Savings Group, Inc.'s sponsor-wide assets grew 8.0%, from $11M to $12M.
Which 401(k) plans are similar in size to The Savings Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Civicactions, Inc. 401(k) Plan in CA ($12M, 130 participants).
Which 401(k) plans cover a similar participant headcount to The Savings Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Saalex Solutions, Inc. 401(k) in CA (643 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 871613364.

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.