401(k) · DOL Form 5500 · 2024

Sage Software Inc. 401(k) Plan

Data updated 2026-08-25

$433M
Total assets Above avg plan size
2,083
Participants Near avg headcount
97th
Percentile by assets National rank
$207,827
Avg per participant Above avg balance/head
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Official DOL plan name: Sage 401(k) Plan · Sponsored by Sage Software Inc. · Georgia · Professional & Technical Services

$433M in assets, 2,083 participants

Sage Software Inc.'s Sage 401(k) Plan reported $433M in total assets and 2,083 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,707 in Professional & Technical Services (20,173 peers)

Where Sage 401(k) Plan sits by assets

Sage 401(k) Plan sits in the top 5% of all filed plans by assets, $433M for 2,083 participants (~$207,827/participant), up 10.3% in 2024.

#19,707
in Professional & Technical Services (20,173 peers)
+10.3%
assets growth YoY
4.3×
vs typical plan assets (national mean)

Sage 401(k) Plan's outsized position by total assets

Sage 401(k) Plan vs every filed plan by assets

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

$432,902,912 Top 3% higher than 97% 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

Sage 401(k) 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. Sage 401(k) Plan lands in the large band (2,083 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sage 401(k) Plan reported net income fell from $57M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Sage 401(k) Plan end-of-year assets rose from $392M in the plan year 2023 filing to $433M in the plan year 2024 filing.
  • Sage 401(k) Plan reported participants fell from 2,212 in the plan year 2023 filing to 2,083 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 541222526 · Sage Software Inc. PY 2024 · 401(k)

Sage 401(k) Plan · $433M · 2,083 · 97th

  • ASSETS $433M
  • ASSETS 2,083
  • ASSETS 97th
  • ASSETS 401(k)
  • ASSETS near Quinn Emanuel Urquhart & Sullivan, LLP 401(k) Plan
  • ASSETS ind #19707

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 Georgia →

Sage 401(k) Plan in the asset neighbourhood

Yanfeng Automotive Interior Systems Savings and Investment 401(k) PlanYanfeng Automotive Interior …$433MElectrical Workers Local Union 159 Retirement PlanElectrical Workers Local Uni…$433MSage 401(k) Plan$433MQuinn Emanuel Urquhart & Sullivan, LLP 401(k) PlanQuinn Emanuel Urquhart & Sul…$433MSolvay US Companies 401(k) PlanSolvay US Companies 401(k) P…$433M
End-of-year total assets ($M) among Sage 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$392M
Net Assets (End of Year)$433M
Net Income$40M
Employer EIN541222526
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sage Software Inc.)

Sponsor-wide plan assets over time

All Sage Software Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$433M 29.635735765218296% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $334M $433M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 2,265 $334M
2023 1 2,212 $392M
2024 1 2,083 $433M

Nearby 401(k) Plans in Georgia

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

Sage 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Sage 401(k) Plan, Total assets ($B): 0.432902912 · Participants: 2083Sage 401(k) 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
Sage 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Sage 401(k) Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Quinn Emanuel Urquhart & Sullivan, LLP 401(k) Plan in CA ($433M); by covered participants it is Bbd Opco LLC 401(k) Profit Sharing Plan in CA (2,082 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,083 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 Sage 401(k) Plan assets move in 2024? ▼
Sage 401(k) Plan grew at a solid clip - up 10.3% during 2024, from $392M to $433M. Reported net income was $40M.
How have Sage Software Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Software Inc.'s sponsor-wide assets grew 29.6%, from $334M to $433M.
Where does Sage 401(k) Plan rank by assets among Form 5500 filers? ▼
Sage 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Sage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quinn Emanuel Urquhart & Sullivan, LLP 401(k) Plan in CA ($433M, 757 participants).
Which 401(k) plans cover a similar participant headcount to Sage 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bbd Opco LLC 401(k) Profit Sharing Plan in CA (2,082 participants, $4M 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 541222526.

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.