401(k) · DOL Form 5500 · 2024

The Saxton Group, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
703
Participants Below avg headcount
49th
Percentile by assets National rank
$10,413
Avg per participant Low balance/head
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Official DOL plan name: The Saxton Group 401(k) Plan · Sponsored by The Saxton Group, LLC · Texas · Food Services & Accommodation

$7M in assets, 703 participants

The Saxton Group, LLC's The Saxton Group 401(k) Plan reported $7M in total assets and 703 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,971 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Saxton Group 401(k) Plan ranks #2,971 of 3,672 2024 filers by assets (267% of the sector average)-$7M for 703 participants.

#2,971
in Food Services & Accommodation (3,672 peers)
+9.6%
assets growth YoY

The Saxton Group 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

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

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

$7,320,341 49th percentile higher than 49% 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 Saxton 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 Saxton Group 401(k) Plan sits mid-pack in the medium band (703 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Saxton Group 401(k) Plan reported net income fell from $983K in the plan year 2023 filing to $642K in the plan year 2024 filing.
  • The Saxton Group 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Saxton Group 401(k) Plan reported participants fell from 743 in the plan year 2023 filing to 703 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 640802679 · The Saxton Group, LLC PY 2024 · 401(k)

The Saxton Group 401(k) Plan · $7M · 703 · 49th

  • PCT $7M
  • EIN 703
  • RANK 49th
  • PHOTO 401(k)
  • IND near Sharp Transit, LLC Employees 401(k) Retirement Plan
  • EOY ind #2971

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 Food Services & Accommodation retirement plans → · Plans in Texas →

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

The Saxton Group 401(k) Plan$7MSharp Transit, LLC Employees 401(k) Retirement PlanSharp Transit, LLC Employees…$7MYakama Nation Legends Casino 401(k) PlanYakama Nation Legends Casino…$7MRoger's Gardens 401(k) Profit Sharing PlanRoger's Gardens 401(k) Profi…$7MWelldoc 401(k) Profit Sharing PlanWelldoc 401(k) Profit Sharin…$7M
End-of-year total assets ($M) among The Saxton Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$642K
Employer EIN640802679
Plan Effective Date2002-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Saxton Group, LLC)

Sponsor-wide plan assets over time

All The Saxton Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 28.516478047089965% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.7M $7.32M ▲ +28.4%
Year Plans Participants Total Assets
2022 1 760 $6M
2023 1 743 $7M
2024 1 703 $7M

Nearby 401(k) Plans in Texas

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

The Saxton Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Saxton Group 401(k) Plan, Total assets ($B): 0.007320341 · Participants: 703The Saxton 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 Saxton Group 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Saxton Group 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Sharp Transit, LLC Employees 401(k) Retirement Plan in NC ($7M); by covered participants it is Armacell, LLC Retirement Savings Plan in NC (703 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (703 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 Saxton Group 401(k) Plan assets move in 2024? ▼
The Saxton Group 401(k) Plan grew at a solid clip - up 9.6% during 2024, from $7M to $7M. Reported net income was $642K.
How have The Saxton Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Saxton Group, LLC's sponsor-wide assets grew 28.5%, from $6M to $7M.
Which 401(k) plans are similar in size to The Saxton Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sharp Transit, LLC Employees 401(k) Retirement Plan in NC ($7M, 687 participants).
Which 401(k) plans cover a similar participant headcount to The Saxton Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Armacell, LLC Retirement Savings Plan in NC (703 participants, $50M 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 640802679.

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.