401(k) · DOL Form 5500 · 2024

Sas Institute Inc. 401(k) Plan

Data updated 2026-08-25

$3.7B
Total assets Very large vs avg
6,175
Participants Above avg headcount
100th
Percentile by assets National rank
$594,729
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sas Retirement Plan · Sponsored by Sas Institute Inc. · North Carolina · Professional & Technical Services

$3.7B in assets, 6,175 participants

Sas Institute Inc.'s Sas Retirement Plan reported $3.7B in total assets and 6,175 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #20,133 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Sas Retirement Plan covers 6,175 participants in North Carolina, 7.5x the typical North Carolina plan (state average ~819 per filing). Assets: $3.7B.

#20,133
in Professional & Technical Services (20,173 peers)
+10.4%
assets growth YoY
37×
vs typical plan assets (national mean)

Sas Retirement Plan's outsized position by total assets

Sas Retirement Plan vs every filed plan by assets

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

$3,672,451,630 Highest reported value at or above every one 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

Sas Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sas Retirement Plan lands in the large band (6,175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sas Retirement Plan reported net income fell from $482M in the plan year 2023 filing to $346M in the plan year 2024 filing.
  • Sas Retirement Plan end-of-year assets rose from $3.3B in the plan year 2023 filing to $3.7B in the plan year 2024 filing.
  • Sas Retirement Plan reported participants fell from 6,254 in the plan year 2023 filing to 6,175 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 561133017 · Sas Institute Inc. PY 2024 · 401(k)

Sas Retirement Plan · $3.7B · 6,175 · 100th

  • VS-ST $3.7B
  • VS-ST 6,175
  • VS-ST 100th
  • VS-ST 401(k)
  • VS-ST near Universal Health Services, Inc. Retirement Savings Plan
  • VS-ST ind #20133

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 North Carolina →

Sas Retirement Plan in the asset neighbourhood

Intuit Inc. 401(k) Plan$3.7BSas Retirement Plan$3.7BUniversal Health Services, Inc. Retirement Savings PlanUniversal Health Services, I…$3.7BThe Tjx Companies, Inc. 401(k) Savings PlanThe Tjx Companies, Inc. 401(…$3.7BNews Corp 401(k) Savings Plan$3.7B
End-of-year total assets ($B) among Sas Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$3.3B
Net Assets (End of Year)$3.7B
Net Income$346M
Employer EIN561133017
Plan Effective Date1976-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sas Institute Inc.)

Sponsor-wide plan assets over time

All Sas Institute Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3.7B 29.09522183599778% vs 2022
2024 filing year
$2.5B$3B$3.5B$4B 202220232024 $2.84B $3.67B ▲ +29.2%
Year Plans Participants Total Assets
2022 1 5,967 $2.8B
2023 1 6,254 $3.3B
2024 1 6,175 $3.7B

Nearby 401(k) Plans in North Carolina

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

Sas Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 020406080 Total assets ($B) Participants Sas Retirement Plan, Total assets ($B): 3.67245163 · Participants: 6175Sas Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Sas Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Scale composition for Sas Retirement Plan

Sas Retirement Plan reports $3.7B in end-of-year assets across 6,175 participants (0.030% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $594,729 per participant (4.3x the national average assets-per-participant) . Net income for plan year 2024 was $346M.

This plan identity (EIN 561133017, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.8B to $3.7B (+29.1%) while covered participants moved from 5,967 to 6,175 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,967 $2.8B Open filing
2023 6,254 $3.3B Open filing
2024 · index core 6,175 $3.7B This page

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

Outside North Carolina, the nearest 401(k) by assets is Universal Health Services, Inc. Retirement Savings Plan in PA ($3.7B); by covered participants it is Vacasa 401(k) Plan in NV (6,175 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,175 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 Sas Retirement Plan assets move in 2024? ▼
Sas Retirement Plan grew at a solid clip - up 10.4% during 2024, from $3.3B to $3.7B. Reported net income was $346M.
How have Sas Institute Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sas Institute Inc.'s sponsor-wide assets grew 29.1%, from $2.8B to $3.7B.
Where does Sas Retirement Plan rank by assets among Form 5500 filers? ▼
Sas Retirement Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Sas Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Universal Health Services, Inc. Retirement Savings Plan in PA ($3.7B, 64,712 participants).
Which 401(k) plans cover a similar participant headcount to Sas Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vacasa 401(k) Plan in NV (6,175 participants, $116M in assets).