401(k) · DOL Form 5500 · 2024

Sagewater, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 154
Participants Small participant base: 33rd
Percentile by assets National rank: $17,697
Avg per participant Low balance/head

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Official DOL plan name: Sagewater, LLC 401(k) Plan · Sponsored by Sagewater, LLC · Virginia · Wholesale Trade

$3M in assets, 154 participants

Sagewater, LLC's Sagewater, LLC 401(k) Plan reported $3M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

#1,333 in Wholesale Trade (6,080 peers)

Coverage in Virginia

Sagewater, LLC 401(k) Plan covers 154 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $3M.

#1,333
in Wholesale Trade (6,080 peers): +354.0%
assets growth YoY

Sagewater, LLC 401(k) Plan among the smaller filed plans by assets

Sagewater, LLC 401(k) Plan vs every filed plan by assets

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

$2,725,327 33rd percentile higher than 33% 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

Sagewater, LLC 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. Sagewater, LLC 401(k) Plan sits mid-pack in the medium band (154 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sagewater, LLC 401(k) Plan end-of-year assets rose from $600K in the plan year 2023 filing to $3M in the plan year 2024 filing.
Sagewater, LLC 401(k) Plan reported net income rose from $600K in the plan year 2023 filing to $2M in the plan year 2024 filing.
Sagewater, LLC 401(k) Plan reported participants rose from N/A in the plan year 2023 filing to 154 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 541498682 · Sagewater, LLC PY 2024 · 401(k)

Sagewater, LLC 401(k) Plan · $3M · 154 · 33rd

PCT $3M
EIN 154
RANK 33rd
PHOTO 401(k)
IND near C. Ross Management 401(k) and Profit Sharing Plan
EOY ind #1333

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 Wholesale Trade retirement plans → · Plans in Virginia →

End-of-year total assets ($M) among Sagewater, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)	$600K
Net Assets (End of Year)	$3M
Net Income	$2M
Employer EIN	541498682
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sagewater, LLC)

Latest sponsor-wide plan assets: $3M 353.98206944342644% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	N/A	$600K
2024	1	154	$3M

Nearby 401(k) Plans in Virginia

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

Sagewater, LLC 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Sagewater, LLC 401(k) Plan side-by-side with 3 peers →

Sagewater, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is C. Ross Management 401(k) and Profit Sharing Plan in GA ($3M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

C. Ross Management 401(k) and Profit Sharing Plan (GA) $3M · 919
Harbor Roofing and Contracting, Inc. 401(k) Plan (MD) $3M · 130
Windows, Doors and More, Inc. (PA) $3M · 3
Mcl, Inc. Salary Savings Plan (IN) $3M · 250

Similar participant headcount

Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.

401(k) Savings Plan for Peter Marino Architect, PLLC (NY) 154 · 0 off
Incom, Inc. Profit Sharing & Retirement Savings Plan (MA) 154 · 0 off
Affiliated Consumer Services, Inc. 401(k) Profit Sharing Plan (WI) 154 · 0 off
Chemicals Incorporated Employee 401(k) Plan (TX) 154 · 0 off

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 Sagewater, LLC 401(k) Plan assets move in 2024? ▼

Sagewater, LLC 401(k) Plan surged - up 354.0% during 2024, from $600K to $3M. Reported net income was $2M.

How have Sagewater, LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Sagewater, LLC's sponsor-wide assets grew 354.0%, from $600K to $3M.

Which 401(k) plans are similar in size to Sagewater, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is C. Ross Management 401(k) and Profit Sharing Plan in GA ($3M, 919 participants).

Which 401(k) plans cover a similar participant headcount to Sagewater, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M 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 541498682.