401(k) · DOL Form 5500 · 2024

Sargent & Greenleaf, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
162
Participants Small participant base
46th
Percentile by assets National rank
$38,416
Avg per participant Low balance/head
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Official DOL plan name: Sargent & Greenleaf Retirement Plan · Sponsored by Sargent & Greenleaf, Inc. · Georgia · Manufacturing

$6M in assets, 162 participants

Sargent & Greenleaf, Inc.'s Sargent & Greenleaf Retirement Plan reported $6M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,247 in Manufacturing (17,777 peers)

Coverage in Georgia

Sargent & Greenleaf Retirement Plan covers 162 participants in Georgia, about 15% of the average Georgia filer (state average ~1,096 per filing). Assets: $6M.

#5,247
in Manufacturing (17,777 peers)
+12.4%
assets growth YoY

Sargent & Greenleaf Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Sargent & Greenleaf Retirement Plan vs every filed plan by assets

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

$6,223,468 46th percentile higher than 46% 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

Sargent & Greenleaf Retirement 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. Sargent & Greenleaf Retirement Plan sits mid-pack in the medium band (162 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sargent & Greenleaf Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Sargent & Greenleaf Retirement Plan reported participants rose from 145 in the plan year 2023 filing to 162 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610982551 · Sargent & Greenleaf, Inc. PY 2024 · 401(k)

Sargent & Greenleaf Retirement Plan · $6M · 162 · 46th

  • EBSA $6M
  • PART 162
  • TYPE 46th
  • NET 401(k)
  • BOOK near Drewing Automotive Jc Employee 401(k) Plan
  • VS-ST ind #5247

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 Manufacturing retirement plans → · Plans in Georgia →

Sargent & Greenleaf Retirement Plan in the asset neighbourhood

Sargent & Greenleaf Retirement PlanSargent & Greenleaf Retireme…$6MDrewing Automotive Jc Employee 401(k) PlanDrewing Automotive Jc Employ…$6MErp/Stabond/Schlobohm 401(k) PlanErp/Stabond/Schlobohm 401(k)…$6MStandard Plumbing Supply Co. 401(k) Retirement Savings PlanStandard Plumbing Supply Co.…$6MS3 Matching Technologies 401(k) PlanS3 Matching Technologies 401…$6M
End-of-year total assets ($M) among Sargent & Greenleaf Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$687K
Employer EIN610982551
Plan Effective Date2019-04-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Sargent & Greenleaf, Inc.)

Sponsor-wide plan assets over time

All Sargent & Greenleaf, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 29.239378684228996% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.82M $6.22M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 198 $5M
2023 1 145 $6M
2024 1 162 $6M

Nearby 401(k) Plans in Georgia

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

Sargent & Greenleaf Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Sargent & Greenleaf Retirement Plan, Total assets ($B): 0.006223468 · Participants: 162Sargent & Greenleaf Retirement PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Sargent & Greenleaf Retirement Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Sargent & Greenleaf Retirement Plan side-by-side with 3 peers →

Sargent & Greenleaf Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Drewing Automotive Jc Employee 401(k) Plan in MO ($6M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Sargent & Greenleaf Retirement Plan assets move in 2024? ▼
Sargent & Greenleaf Retirement Plan grew at a solid clip - up 12.4% during 2024, from $6M to $6M. Reported net income was $687K.
How have Sargent & Greenleaf, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sargent & Greenleaf, Inc.'s sponsor-wide assets grew 29.2%, from $5M to $6M.
Which 401(k) plans are similar in size to Sargent & Greenleaf Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Drewing Automotive Jc Employee 401(k) Plan in MO ($6M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Sargent & Greenleaf Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 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 610982551.

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.