401(k) · DOL Form 5500 · 2024

Sarsen Capital Services, LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
57
Participants Small participant base
81st
Percentile by assets National rank
$682,740
Avg per participant High balance/head
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Official DOL plan name: Sarsen Capital 401(k) Plan and Trust · Sponsored by Sarsen Capital Services, LLC · Ohio · Finance & Insurance

$39M in assets, 57 participants

Sarsen Capital Services, LLC's Sarsen Capital 401(k) Plan and Trust reported $39M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,039 in Finance & Insurance (8,549 peers)

Where Sarsen Capital 401(k) Plan and Trust sits by assets

Sarsen Capital 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $39M for 57 participants (~$682,740/participant), up 19.4% in 2024.

#6,039
in Finance & Insurance (8,549 peers)
+19.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sarsen Capital 401(k) Plan and Trust's outsized position by total assets

Sarsen Capital 401(k) Plan and Trust vs every filed plan by assets

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

$38,916,160 Top 19% higher than 81% 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

Sarsen Capital 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sarsen Capital 401(k) Plan and Trust is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sarsen Capital 401(k) Plan and Trust reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Sarsen Capital 401(k) Plan and Trust end-of-year assets rose from $33M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Sarsen Capital 401(k) Plan and Trust reported participants rose from 53 in the plan year 2023 filing to 57 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 461235280 · Sarsen Capital Services, LLC PY 2024 · 401(k)

Sarsen Capital 401(k) Plan and Trust · $39M · 57 · 81st

  • EOY $39M
  • EOY 57
  • EOY 81st
  • EOY 401(k)
  • EOY near Metro Credit Union 401(k) Plan
  • EOY ind #6039

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 Ohio →

Sarsen Capital 401(k) Plan and Trust in the asset neighbourhood

Sarsen Capital 401(k) Plan and TrustSarsen Capital 401(k) Plan a…$39MMetro Credit Union 401(k) PlanMetro Credit Union 401(k) Pl…$39MFoothill Cardiology Profit Sharing/401(k) and Health/Disability Plan and TrustFoothill Cardiology Profit S…$39MConcentric, LLC 401(k) Plan$39MTeague Nall and Perkins, Inc 401(k) Retirement PlanTeague Nall and Perkins, Inc…$39M
End-of-year total assets ($M) among Sarsen Capital 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$39M
Net Income$6M
Employer EIN461235280
Plan Effective Date2013-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sarsen Capital Services, LLC)

Sponsor-wide plan assets over time

All Sarsen Capital Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$39M 60.066783885064325% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $24.3M $38.9M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 52 $24M
2023 1 53 $33M
2024 1 57 $39M

Nearby 401(k) Plans in Ohio

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

Sarsen Capital 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Sarsen Capital 401(k) Plan and Trust, Total assets ($B): 0.03891616 · Participants: 57Sarsen Capital 401(k) Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Sarsen Capital 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sarsen Capital 401(k) Plan and Trust side-by-side with 3 peers →

Sarsen Capital 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Metro Credit Union 401(k) Plan in MA ($39M); by covered participants it is Certified 401(k) Plan in FL (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Sarsen Capital 401(k) Plan and Trust assets move in 2024? ▼
Sarsen Capital 401(k) Plan and Trust grew sharply - up 19.4% during 2024, from $33M to $39M. Reported net income was $6M.
How have Sarsen Capital Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sarsen Capital Services, LLC's sponsor-wide assets grew 60.1%, from $24M to $39M.
Where does Sarsen Capital 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Sarsen Capital 401(k) Plan and Trust ranks in the 81st 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 Sarsen Capital 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Metro Credit Union 401(k) Plan in MA ($39M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Sarsen Capital 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Certified 401(k) Plan in FL (57 participants, $702K 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 461235280.

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.