401(k) · DOL Form 5500 · 2024
Saga Innovations 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 186
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $17,418
- Avg per participant Low balance/head
Official DOL plan name: Saga Innovations 401(k) Plan · Sponsored by Saga Innovations · Massachusetts · Educational Services
$3M in assets, 186 participants
Saga Innovations's Saga Innovations 401(k) Plan reported $3M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- #804 in Educational Services (3,638 peers)
Coverage in Massachusetts
Saga Innovations 401(k) Plan covers 186 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.
- #804
- in Educational Services (3,638 peers)
- +69.8%
- assets growth YoY
Saga Innovations 401(k) Plan's mid-pack asset rank among Educational Services and all filers
Saga Innovations 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,239,763 35th percentile higher than 35% 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
Saga Innovations 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. Saga Innovations 401(k) Plan sits mid-pack in the medium band (186 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Saga Innovations 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Saga Innovations 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Saga Innovations 401(k) Plan reported participants rose from 163 in the plan year 2023 filing to 186 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 472168942 · Saga Innovations PY 2024 · 401(k)
Saga Innovations 401(k) Plan · $3M · 186 · 35th
- EIN $3M
- EIN 186
- EIN 35th
- EIN 401(k)
- EIN near Peoples Trust & Savings Bank 401(k) Plan
- EIN ind #804
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 Educational Services retirement plans → · Plans in Massachusetts →
Saga Innovations 401(k) Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 472168942 |
| Plan Effective Date | 2016-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Saga Innovations)
Sponsor-wide plan assets over time
All Saga Innovations plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 276.9498108132007% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 167 | $859K |
| 2023 | 1 | 163 | $2M |
| 2024 | 1 | 186 | $3M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Saga Innovations 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Peoples Trust & Savings Bank 401(k) Plan in IN ($3M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Peoples Trust & Savings Bank 401(k) Plan (IN) $3M · 51
- Curitec LLC 401(k) Plan (TX) $3M · 84
- Bab, Inc. 401(k) Plan (IL) $3M · 12
- 403(b) Thrift Plan for Rupco, Inc (NY) $3M · 135
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Recovery Unplugged 401(k) Plan (FL) 186 · 0 off
- Pure Barre LLC 401(k) Profit Sharing Plan & Trust (CA) 186 · 0 off
- Playstudios US, LLC 401(k) Plan (NV) 186 · 0 off
- The Searing Industries Retirement Savings Plan (CA) 186 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.