401(k) · DOL Form 5500 · 2024

Software Guidance and Assistance, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
283
Participants Below avg headcount
65th
Percentile by assets National rank
$55,491
Avg per participant Low balance/head
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Official DOL plan name: Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Software Guidance and Assistance, Inc. · New York · Professional & Technical Services

$16M in assets, 283 participants

Software Guidance and Assistance, Inc.'s Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust reported $16M in total assets and 283 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,015 in Professional & Technical Services (20,173 peers)

Coverage in New York

Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust covers 283 participants in New York, about 35% of the average New York filer (state average ~798 per filing). Assets: $16M.

#13,015
in Professional & Technical Services (20,173 peers)
+8.9%
assets growth YoY

Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$15,704,009 Top 35% higher than 65% 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

Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust 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. Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 309 in the plan year 2023 filing to 283 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133100591 · Software Guidance and Assistance, Inc. PY 2024 · 401(k)

Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust · $16M · 283 · 65th

  • SCH $16M
  • EBSA 283
  • PART 65th
  • TYPE 401(k)
  • NET near Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan
  • BOOK ind #13015

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 New York →

Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and TrustSoftware Guidance and Assist…$16MLloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing PlanLloyd, Gray, Whitehead & Mon…$16MSan Diego Jewish Academy 401(k) Savings PlanSan Diego Jewish Academy 401…$16MPra Events, Inc. 401(k) Plan$16ML.R. Willson & Sons Employee Retirement PlanL.R. Willson & Sons Employee…$16M
End-of-year total assets ($M) among Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN133100591
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Software Guidance and Assistance, Inc.)

Sponsor-wide plan assets over time

All Software Guidance and Assistance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 48.635369272645896% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $15.7M ▲ +48.5%
Year Plans Participants Total Assets
2022 1 297 $11M
2023 1 309 $14M
2024 1 283 $16M

Nearby 401(k) Plans in New York

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

Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.015704009 · Participants: 283Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants

Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan in AL ($16M); by covered participants it is Jpi Retirement Plan in TX (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024?
Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 8.9% during 2024, from $14M to $16M. Reported net income was $1M.
How have Software Guidance and Assistance, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Software Guidance and Assistance, Inc.'s sponsor-wide assets grew 48.6%, from $11M to $16M.
Which 401(k) plans are similar in size to Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Lloyd, Gray, Whitehead & Monroe, P.C. 401(k) Profit Sharing Plan in AL ($16M, 61 participants).
Which 401(k) plans cover a similar participant headcount to Software Guidance and Assistance, Inc. 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Jpi Retirement Plan in TX (283 participants, $28M in assets).