401(k) · DOL Form 5500 · 2024

Sac Finance, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
307
Participants Below avg headcount
52nd
Percentile by assets National rank
$27,928
Avg per participant Low balance/head
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Official DOL plan name: Sac Finance, Inc. 401(k) Plan · Sponsored by Sac Finance, Inc. · Indiana · Retail Trade

$9M in assets, 307 participants

Sac Finance, Inc.'s Sac Finance, Inc. 401(k) Plan reported $9M in total assets and 307 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,054 in Retail Trade (8,048 peers)

Sac Finance, Inc. multi-year trail

Sac Finance, Inc.'s plans moved +25.9% in assets from 2022 to 2024; this filing shows Sac Finance, Inc. 401(k) Plan at $9M / 307 participants.

#5,054
in Retail Trade (8,048 peers)
+10.2%
assets growth YoY

Sac Finance, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Sac Finance, Inc. 401(k) Plan vs every filed plan by assets

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

$8,574,047 Top 48% higher than 52% 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

Sac Finance, 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. Sac Finance, Inc. 401(k) Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sac Finance, Inc. 401(k) Plan reported participants rose from 238 in the plan year 2023 filing to 307 in the plan year 2024 filing.
  • Sac Finance, Inc. 401(k) Plan reported net income fell from $965K in the plan year 2023 filing to $796K in the plan year 2024 filing.
  • Sac Finance, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351968714 · Sac Finance, Inc. PY 2024 · 401(k)

Sac Finance, Inc. 401(k) Plan · $9M · 307 · 52nd

  • PART $9M
  • PART 307
  • PART 52nd
  • PART 401(k)
  • PART near Clearbrook Holdings Corp 401(k) Plan
  • PART ind #5054

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 Retail Trade retirement plans → · Plans in Indiana →

Sac Finance, Inc. 401(k) Plan in the asset neighbourhood

Genesis Healthcare, Inc. 401(k) PlanGenesis Healthcare, Inc. 401…$9MSac Finance, Inc. 401(k) Plan$9MClearbrook Holdings Corp 401(k) PlanClearbrook Holdings Corp 401…$9MVentura Associates International, LLC Employee Savings PlanVentura Associates Internati…$9MChemico LLC and Chemico Systems Inc. Profit Sharing Plan and TrustChemico LLC and Chemico Syst…$9M
End-of-year total assets ($M) among Sac Finance, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sac Finance, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sac Finance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.857293525225266% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.81M $8.57M ▲ +25.8%
Year Plans Participants Total Assets
2022 1 231 $7M
2023 1 238 $8M
2024 1 307 $9M

Sac Finance, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$796K
Employer EIN351968714
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Sac Finance, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sac Finance, Inc. 401(k) Plan, Total assets ($B): 0.008574047 · Participants: 307Sac Finance, Inc. 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sac Finance, Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sac Finance, Inc. 401(k) Plan side-by-side with 3 peers →

Sac Finance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Clearbrook Holdings Corp 401(k) Plan in TN ($9M); by covered participants it is Enghouse Interactive 401(k) Plan in NJ (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Sac Finance, Inc. 401(k) Plan assets move in 2024? ▼
Sac Finance, Inc. 401(k) Plan grew at a solid clip - up 10.2% during 2024, from $8M to $9M. Reported net income was $796K.
How have Sac Finance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sac Finance, Inc.'s sponsor-wide assets grew 25.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Sac Finance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clearbrook Holdings Corp 401(k) Plan in TN ($9M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Sac Finance, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Enghouse Interactive 401(k) Plan in NJ (307 participants, $103M 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 351968714.

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.