401(k) · DOL Form 5500 · 2024

Sag Harbor Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 129
Participants Small participant base: 43rd
Percentile by assets National rank: $40,235
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Sag Harbor Industries, Inc. 401(k) Plan · Sponsored by Sag Harbor Industries, Inc. · New York · Manufacturing

$5M in assets, 129 participants

Sag Harbor Industries, Inc.'s Sag Harbor Industries, Inc. 401(k) Plan reported $5M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

#4,581 in Manufacturing (17,777 peers)

Coverage in New York

Sag Harbor Industries, Inc. 401(k) Plan covers 129 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $5M.

#4,581
in Manufacturing (17,777 peers): +8.1%
assets growth YoY

Sag Harbor Industries, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Sag Harbor Industries, Inc. 401(k) Plan vs every filed plan by assets

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

$5,190,345 43rd percentile higher than 43% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Sag Harbor Industries, Inc. 401(k) 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. Sag Harbor Industries, Inc. 401(k) Plan sits mid-pack in the medium band (129 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Sag Harbor Industries, Inc. 401(k) Plan reported net income fell from $887K in the plan year 2023 filing to $387K in the plan year 2024 filing.
Sag Harbor Industries, Inc. 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 111867789 · Sag Harbor Industries, Inc. PY 2024 · 401(k)

Sag Harbor Industries, Inc. 401(k) Plan · $5M · 129 · 43rd

5500 $5M
ASSETS 129
PCT 43rd
EIN 401(k)
RANK near Robinson Eye Institute, PLLC 401(k) Retirement Plan
PHOTO ind #4581

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 New York →

End-of-year total assets ($M) among Sag Harbor Industries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$387K
Employer EIN	111867789
Plan Effective Date	1997-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sag Harbor Industries, Inc.)

Latest sponsor-wide plan assets: $5M 32.544410279144486% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	125	$4M
2023	1	129	$5M
2024	1	129	$5M

Nearby 401(k) Plans in New York

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

Sag Harbor Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Sag Harbor Industries, Inc. 401(k) Plan side-by-side with 3 peers →

Sag Harbor Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Robinson Eye Institute, PLLC 401(k) Retirement Plan in OK ($5M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Robinson Eye Institute, PLLC 401(k) Retirement Plan (OK) $5M · 14
Pure's Food Specialties 401(k) Plan (IL) $5M · 630
Allied Exhaust Systems, Inc. 401(k) Profit Sharing Plan (CA) $5M · 183
Molecular Designs and Asl 401(k) Plan (AL) $5M · 122

Similar participant headcount

Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.

Howard's Appliances 401(k) Plan (CA) 129 · 0 off
Wellframe 401(k) Plan (MA) 129 · 0 off
Prkk, LLC Retirement Trust (NM) 129 · 0 off
Lake Doctors Inc. 401(k) Profit Sharing Plan & Trust (FL) 129 · 0 off

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 Sag Harbor Industries, Inc. 401(k) Plan assets move in 2024? ▼

Sag Harbor Industries, Inc. 401(k) Plan grew at a solid clip - up 8.1% during 2024, from $5M to $5M. Reported net income was $387K.

How have Sag Harbor Industries, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sag Harbor Industries, Inc.'s sponsor-wide assets grew 32.5%, from $4M to $5M.

Which 401(k) plans are similar in size to Sag Harbor Industries, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Robinson Eye Institute, PLLC 401(k) Retirement Plan in OK ($5M, 14 participants).

Which 401(k) plans cover a similar participant headcount to Sag Harbor Industries, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Howard's Appliances 401(k) Plan in CA (129 participants, $1M 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 111867789.