401(k) · DOL Form 5500 · 2024

Savantage Financial Services, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
133
Participants Small participant base
82nd
Percentile by assets National rank
$308,296
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Savantage Financial Services, Inc. 401(k) Savings Plan · Sponsored by Savantage Financial Services, Inc. · Maryland · Professional & Technical Services

$41M in assets, 133 participants

Savantage Financial Services, Inc.'s Savantage Financial Services, Inc. 401(k) Savings Plan reported $41M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,597 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Savantage Financial Services, Inc. 401(k) Savings Plan covers 133 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $41M.

#16,597
in Professional & Technical Services (20,173 peers)
+19.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Savantage Financial Services, Inc. 401(k) Savings Plan's outsized position by total assets

Savantage Financial Services, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$41,003,421 Top 18% higher than 82% 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

Savantage Financial Services, Inc. 401(k) 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. Savantage Financial Services, Inc. 401(k) Savings Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Savantage Financial Services, Inc. 401(k) Savings Plan end-of-year assets rose from $34M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Savantage Financial Services, Inc. 401(k) Savings Plan reported participants rose from 116 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 363379794 · Savantage Financial Services, Inc. PY 2024 · 401(k)

Savantage Financial Services, Inc. 401(k) Savings Plan · $41M · 133 · 82nd

  • EIN $41M
  • RANK 133
  • PHOTO 82nd
  • IND 401(k)
  • EOY near Eliot Community Human Services, Inc. 401(k) Plan
  • 5500 ind #16597

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Savantage Financial Services, Inc. 401(k) Savings Plan in the asset neighbourhood

Knoxville Tva Employees Credit Union Employee Savings PlanKnoxville Tva Employees Cred…$41MSavantage Financial Services, Inc. 401(k) Savings PlanSavantage Financial Services…$41MEliot Community Human Services, Inc. 401(k) PlanEliot Community Human Servic…$41MSeiko Watch of America LLC Savings and Investment PlanSeiko Watch of America LLC S…$41MHatzel & Buehler, Inc. Irc 401(k) PlanHatzel & Buehler, Inc. Irc 4…$41M
End-of-year total assets ($M) among Savantage Financial Services, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN363379794
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Savantage Financial Services, Inc.)

Sponsor-wide plan assets over time

All Savantage Financial Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 47.7665774050815% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.8M $41M ▲ +47.7%
Year Plans Participants Total Assets
2022 1 111 $28M
2023 1 116 $34M
2024 1 133 $41M

Nearby 401(k) Plans in Maryland

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

Savantage Financial Services, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Savantage Financial Services, Inc. 401(k) Savings Plan, Total assets ($B): 0.041003421 · Participants: 133Savantage Financial Services, Inc. 401(k) Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Savantage Financial Services, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Savantage Financial Services, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Savantage Financial Services, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Eliot Community Human Services, Inc. 401(k) Plan in MA ($41M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Savantage Financial Services, Inc. 401(k) Savings Plan assets move in 2024? ▼
Savantage Financial Services, Inc. 401(k) Savings Plan grew sharply - up 19.3% during 2024, from $34M to $41M. Reported net income was $7M.
How have Savantage Financial Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Savantage Financial Services, Inc.'s sponsor-wide assets grew 47.8%, from $28M to $41M.
Where does Savantage Financial Services, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Savantage Financial Services, Inc. 401(k) Savings Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Savantage Financial Services, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eliot Community Human Services, Inc. 401(k) Plan in MA ($41M, 1,884 participants).
Which 401(k) plans cover a similar participant headcount to Savantage Financial Services, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 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 363379794.

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.