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
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
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.
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
New York filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $1M |
| Employer EIN | 133100591 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING 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
| 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.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.
- Jpi Retirement Plan (TX) 283 · 0 off
- Sentinel 401(k) and Profit Sharing Plan (CA) 283 · 0 off
- Dave Operating LLC 401(k) Plan (CA) 283 · 0 off
- Marine Layer 401(k) Plan (CA) 283 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.