401(k) · DOL Form 5500 · 2024

Sagard Capital Partners Management Corp. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
21
Participants Small participant base
36th
Percentile by assets National rank
$165,849
Avg per participant Above avg balance/head
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Official DOL plan name: Sagard Capital Partners Management Corp. Retirement Plan · Sponsored by Sagard Capital Partners Management Corp. · New York · Finance & Insurance

$3M in assets, 21 participants

Sagard Capital Partners Management Corp.'s Sagard Capital Partners Management Corp. Retirement Plan reported $3M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,045 in Finance & Insurance (8,549 peers)

Sagard Capital Partners Management Corp. multi-year trail

Sagard Capital Partners Management Corp.'s plans moved +41.4% in assets from 2022 to 2024; this filing shows Sagard Capital Partners Management Corp. Retirement Plan at $3M / 21 participants.

#2,045
in Finance & Insurance (8,549 peers)
+39.8%
assets growth YoY

Sagard Capital Partners Management Corp. Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Sagard Capital Partners Management Corp. Retirement Plan vs every filed plan by assets

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

$3,482,825 36th percentile higher than 36% 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

Sagard Capital Partners Management Corp. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sagard Capital Partners Management Corp. Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sagard Capital Partners Management Corp. Retirement Plan reported net income rose from $27K in the plan year 2023 filing to $992K in the plan year 2024 filing.
  • Sagard Capital Partners Management Corp. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sagard Capital Partners Management Corp. Retirement Plan reported participants fell from 25 in the plan year 2023 filing to 21 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 202402055 · Sagard Capital Partners Management Corp. PY 2024 · 401(k)

Sagard Capital Partners Management Corp. Retirement Plan · $3M · 21 · 36th

  • VS-ST $3M
  • BOY 21
  • SCH 36th
  • EBSA 401(k)
  • PART near Powerhouse Electrical Services, Inc. 401(k) Plan
  • TYPE ind #2045

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 New York →

Sagard Capital Partners Management Corp. Retirement Plan in the asset neighbourhood

Sagard Capital Partners Management Corp. Retirement PlanSagard Capital Partners Mana…$3MPowerhouse Electrical Services, Inc. 401(k) PlanPowerhouse Electrical Servic…$3MAkas 401(k) Plan$3MDatacom Design Group, LLC. 401(k) PlanDatacom Design Group, LLC. 4…$3MSouth Fayette Shop & Save 401(k) PlanSouth Fayette Shop & Save 40…$3M
End-of-year total assets ($M) among Sagard Capital Partners Management Corp. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sagard Capital Partners Management Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Sagard Capital Partners Management Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.381467420955545% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.46M $3.48M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 17 $2M
2023 1 25 $2M
2024 1 21 $3M

Sagard Capital Partners Management Corp. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$992K
Employer EIN202402055
Plan Effective Date2005-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sagard Capital Partners Management Corp. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sagard Capital Partners Management Corp. Retirement Plan, Total assets ($B): 0.003482825 · Participants: 21Sagard Capital Partners Management Corp. Retirement PlanIBM 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
Sagard Capital Partners Management Corp. Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sagard Capital Partners Management Corp. Retirement Plan side-by-side with 3 peers →

Sagard Capital Partners Management Corp. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Powerhouse Electrical Services, Inc. 401(k) Plan in TX ($3M); by covered participants it is Frontier Community Bank Employees' Retirement Plan in VA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Sagard Capital Partners Management Corp. Retirement Plan assets move in 2024? ▼
Sagard Capital Partners Management Corp. Retirement Plan surged - up 39.8% during 2024, from $2M to $3M. Reported net income was $992K.
How have Sagard Capital Partners Management Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sagard Capital Partners Management Corp.'s sponsor-wide assets grew 41.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Sagard Capital Partners Management Corp. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Powerhouse Electrical Services, Inc. 401(k) Plan in TX ($3M, 216 participants).
Which 401(k) plans cover a similar participant headcount to Sagard Capital Partners Management Corp. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Community Bank Employees' Retirement Plan in VA (21 participants, N/A 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 202402055.

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.