401(k) · DOL Form 5500 · 2024
Sagicor Life Insurance Company 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 161
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $143,632
- Avg per participant Near avg balance/head
Official DOL plan name: Sagicor Life Insurance Company Retirement Savings Plan · Sponsored by Sagicor Life Insurance Company · Arizona · Finance & Insurance
$23M in assets, 161 participants
Sagicor Life Insurance Company's Sagicor Life Insurance Company Retirement Savings Plan reported $23M in total assets and 161 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,040 in Finance & Insurance (8,549 peers)
Coverage in Arizona
Sagicor Life Insurance Company Retirement Savings Plan covers 161 participants in Arizona, about 29% of the average Arizona filer (state average ~564 per filing). Assets: $23M.
- #5,040
- in Finance & Insurance (8,549 peers)
- +4.9%
- assets growth YoY
Sagicor Life Insurance Company Retirement Savings Plan's outsized position by total assets
Sagicor Life Insurance Company Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,124,774 Top 27% higher than 73% 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
Sagicor Life Insurance Company Retirement Savings 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. Sagicor Life Insurance Company Retirement Savings Plan sits mid-pack in the medium band (161 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sagicor Life Insurance Company Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Sagicor Life Insurance Company Retirement Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Sagicor Life Insurance Company Retirement Savings Plan reported participants rose from 158 in the plan year 2023 filing to 161 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 741915841 · Sagicor Life Insurance Company PY 2024 · 401(k)
Sagicor Life Insurance Company Retirement Savings Plan · $23M · 161 · 73rd
- NET $23M
- NET 161
- NET 73rd
- NET 401(k)
- NET near 403(b) Thrift Plan for Employees of Dakota Boys and Girls Ranch
- NET ind #5040
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 Arizona →
Sagicor Life Insurance Company Retirement Savings Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $1M |
| Employer EIN | 741915841 |
| Plan Effective Date | 1996-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sagicor Life Insurance Company)
Sponsor-wide plan assets over time
All Sagicor Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 22.5310494064326% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $19M |
| 2023 | 1 | 158 | $22M |
| 2024 | 1 | 161 | $23M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Sagicor Life Insurance Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Dakota Boys and Girls Ranch in ND ($23M); by covered participants it is Shallenberger Construction, Inc. 401(k) Davis Bacon Plan in PA (161 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- 403(b) Thrift Plan for Employees of Dakota Boys and Girls Ranch (ND) $23M · 356
- Quest Analytics Retirement Plan (KS) $23M · 249
- Birch Resources, LLC 401(k) Plan (TX) $23M · 96
- Solmax Geosynthetics, LLC 401(k) Plan (TX) $23M · 155
Similar participant headcount
Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.
- Shallenberger Construction, Inc. 401(k) Davis Bacon Plan (PA) 161 · 0 off
- Akebia Therapeutics 401(k) Plan (MA) 161 · 0 off
- Kretek International, Inc. 401(k) Profit Sharing Plan (CA) 161 · 0 off
- Pve, LLC 401(k) Plan (PA) 161 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.