401(k) · DOL Form 5500 · 2024

Sage Senior Living, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
527
Participants Below avg headcount
44th
Percentile by assets National rank
$10,577
Avg per participant Low balance/head
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Official DOL plan name: Sage Senior Living, LLC 401(k) Plan · Sponsored by Sage Senior Living, LLC · Pennsylvania · Construction

$6M in assets, 527 participants

Sage Senior Living, LLC's Sage Senior Living, LLC 401(k) Plan reported $6M in total assets and 527 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,850 in Construction (9,039 peers)

Sage Senior Living, LLC multi-year trail

Sage Senior Living, LLC's plans moved +100.4% in assets from 2022 to 2024; this filing shows Sage Senior Living, LLC 401(k) Plan at $6M / 527 participants.

#3,850
in Construction (9,039 peers)
+36.6%
assets growth YoY

Sage Senior Living, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Sage Senior Living, LLC 401(k) Plan vs every filed plan by assets

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

$5,574,237 44th percentile higher than 44% 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 Senior Living, LLC 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. Sage Senior Living, LLC 401(k) Plan sits mid-pack in the medium band (527 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sage Senior Living, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Sage Senior Living, LLC 401(k) Plan reported participants rose from 414 in the plan year 2023 filing to 527 in the plan year 2024 filing.
  • Sage Senior Living, LLC 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 450519545 · Sage Senior Living, LLC PY 2024 · 401(k)

Sage Senior Living, LLC 401(k) Plan · $6M · 527 · 44th

  • BOY $6M
  • BOY 527
  • BOY 44th
  • BOY 401(k)
  • BOY near San Carlos Apache Tribal Gaming Enterprise and Affiliated Companies 401(k) Plan and Trust
  • BOY ind #3850

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 Pennsylvania →

Sage Senior Living, LLC 401(k) Plan in the asset neighbourhood

Sage Senior Living, LLC 401(k) PlanSage Senior Living, LLC 401(…$6MSan Carlos Apache Tribal Gaming Enterprise and Affiliated Companies 401(k) Plan and TrustSan Carlos Apache Tribal Gam…$6MTriple Cities Metal Finishing Corporation 401(k) Profit Sharing PlanTriple Cities Metal Finishin…$6MThe Paper Tigers, Inc. Profit Sharing PlanThe Paper Tigers, Inc. Profi…$6MHabitat for Humanity of Metro Denver 401(k) PlanHabitat for Humanity of Metr…$6M
End-of-year total assets ($M) among Sage Senior Living, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sage Senior Living, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sage Senior Living, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 100.43101262978111% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.78M $5.57M ▲ +100.4%
Year Plans Participants Total Assets
2022 1 452 $3M
2023 1 414 $4M
2024 1 527 $6M

Sage Senior Living, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN450519545
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Sage Senior Living, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Sage Senior Living, LLC 401(k) Plan, Total assets ($B): 0.005574237 · Participants: 527Sage Senior Living, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Sage Senior Living, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sage Senior Living, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is San Carlos Apache Tribal Gaming Enterprise and Affiliated Companies 401(k) Plan and Trust in AZ ($6M); by covered participants it is Galaxy Systems, Inc. 401(k) Profit Sharing Plan in NJ (527 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (527 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 Senior Living, LLC 401(k) Plan assets move in 2024? ▼
Sage Senior Living, LLC 401(k) Plan surged - up 36.6% during 2024, from $4M to $6M. Reported net income was $1M.
How have Sage Senior Living, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Senior Living, LLC's sponsor-wide assets grew 100.4%, from $3M to $6M.
Which 401(k) plans are similar in size to Sage Senior Living, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is San Carlos Apache Tribal Gaming Enterprise and Affiliated Companies 401(k) Plan and Trust in AZ ($6M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Sage Senior Living, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galaxy Systems, Inc. 401(k) Profit Sharing Plan in NJ (527 participants, $32M 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 450519545.

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.