401(k) · DOL Form 5500 · 2024

Sagamore Plumbing & Heating LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
121
Participants Small participant base
65th
Percentile by assets National rank
$128,433
Avg per participant Near avg balance/head
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Official DOL plan name: Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan · Sponsored by Sagamore Plumbing & Heating LLC · Massachusetts · Construction

$16M in assets, 121 participants

Sagamore Plumbing & Heating LLC's Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan reported $16M in total assets and 121 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.

  • #5,775 in Construction (9,039 peers)

Coverage in Massachusetts

Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan covers 121 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $16M.

#5,775
in Construction (9,039 peers)
+0.5%
assets growth YoY

Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,540,348 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

Sagamore Plumbing & Heating LLC 401(k) Profit Sharing 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. Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $73K in the plan year 2024 filing.
  • Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan reported participants fell from 123 in the plan year 2023 filing to 121 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 043125156 · Sagamore Plumbing & Heating LLC PY 2024 · 401(k)

Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan · $16M · 121 · 65th

  • VS-ST $16M
  • VS-ST 121
  • VS-ST 65th
  • VS-ST 401(k)
  • VS-ST near Architectural Window Manufacturing Corp.401(k) Profit
  • VS-ST ind #5775

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 Construction retirement plans → · Plans in Massachusetts →

Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Sagamore Plumbing & Heating LLC 401(k) Profit Sharing PlanSagamore Plumbing & Heating …$16MArchitectural Window Manufacturing Corp.401(k) ProfitArchitectural Window Manufac…$16MHillsboro Area Hospital Employees' 401(k) PlanHillsboro Area Hospital Empl…$16MCalifornia Society of Cpas 401(k) PlanCalifornia Society of Cpas 4…$16MVortex Companies, LLC 401(k) PlanVortex Companies, LLC 401(k)…$16M
End-of-year total assets ($M) among Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$73K
Employer EIN043125156
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sagamore Plumbing & Heating LLC)

Sponsor-wide plan assets over time

All Sagamore Plumbing & Heating LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 24.74644287944947% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $12.5M $15.5M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 119 $12M
2023 1 123 $15M
2024 1 121 $16M

Nearby 401(k) Plans in Massachusetts

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

Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.015540348 · Participants: 121Sagamore Plumbing & Heating LLC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Architectural Window Manufacturing Corp.401(k) Profit in NJ ($16M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan held essentially flat - up 0.5% during 2024, from $15M to $16M. Reported net income was $73K.
How have Sagamore Plumbing & Heating LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sagamore Plumbing & Heating LLC's sponsor-wide assets grew 24.7%, from $12M to $16M.
Which 401(k) plans are similar in size to Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Architectural Window Manufacturing Corp.401(k) Profit in NJ ($16M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Sagamore Plumbing & Heating LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 043125156.

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.