401(k) · DOL Form 5500 · 2024
Sax LLP 401(k) Plan
Data updated 2026-08-06
- $77M
- Total assets
- 317
- Participants
- 88th
- Percentile by assets
- $244,231
- Avg per participant
Official DOL plan name: Sax LLP Savings and Investment Plan · Sponsored by Sax LLP · New Jersey · Professional & Technical Services
$77M in assets, 317 participants
Sax LLP's Sax LLP Savings and Investment Plan reported $77M in total assets and 317 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 116,472 plans)
- #17,527 in Professional & Technical Services (19,542 peers)
Coverage in New Jersey
Sax LLP Savings and Investment Plan covers 317 participants in New Jersey, about 37% of the average New Jersey filer (state average ~865 per filing). Assets: $77M.
- $77M
- total plan assets (2024 EOY)
- 317
- covered participants
- 88th
- percentile by assets (of 116,472 plans)
- $244,231
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sax LLP Savings and Investment Plan end-of-year assets rose from $66M in the plan year 2023 filing to $77M in the plan year 2024 filing.
- Sax LLP Savings and Investment Plan reported participants rose from 292 in the plan year 2023 filing to 317 in the plan year 2024 filing.
- Sax LLP Savings and Investment Plan reported net income rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 865 participants across 3,927 plans. Sax LLP Savings and Investment Plan reports 317 participants - about 37% of that state average ($77M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | $11M |
| Employer EIN | 812950760 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sax LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 244 | $55M |
| 2023 | 1 | 292 | $66M |
| 2024 | 1 | 317 | $77M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sax LLP Savings and Investment Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sax LLP Savings and Investment Plan by total assets, not by location.
- Monro, Inc. 401(k) Plan (NY) $77M · 6,672
- Msr/Rams Retirement Plan (NY) $77M · 337
- The Humane Society of the United States 401(k) Savings Plan (DC) $77M · 506
- General Rv 401(k) Plan & Trust (MI) $77M · 1,562
Frequently Asked Questions
How did Sax LLP Savings and Investment Plan assets move in 2024? ▼
How have Sax LLP plan assets changed over time? ▼
Where does Sax LLP Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sax LLP Savings and Investment Plan? ▼
Next read for Sax LLP Savings and Investment Plan
Filing takeaways
Ways to act on Sax LLP Savings and Investment Plan's numbers.
- By total assets, Sax LLP Savings and Investment Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Jersey. Compare plans
- Sax LLP's sponsor-wide assets have grown 39.9% since 2022 across 3 plan years on file. More Professional & Technical Services plans