401(k) · DOL Form 5500 · 2024

Sagm, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan · Sponsored by Sagm, LLC · New York · Healthcare & Social Assistance

$2M in assets, 1 participants

Sagm, LLC's Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,482 in Healthcare & Social Assistance (16,916 peers)

Sagm, LLC multi-year trail

Sagm, LLC's plans moved -27.8% in assets from 2023 to 2024; this filing shows Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan at $2M / 1 participant.

#4,482
in Healthcare & Social Assistance (16,916 peers)
-27.8%
assets change YoY

The plan reported a net loss of $718K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan among the smaller filed plans by assets

Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan vs every filed plan by assets

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

$1,862,198 29th percentile higher than 29% 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

Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan reported net income fell from $135K in the plan year 2023 filing to -$718K in the plan year 2024 filing.
  • Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan reported participants fell from 9 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 465763844 · Sagm, LLC PY 2024 · 401(k)

Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan · $2M · 1 · 29th

  • SCH $2M
  • EBSA 1
  • PART 29th
  • TYPE 401(k)
  • NET near Commonwealth Pediatrics 401(k) Profit Sharing Plan and Trust
  • BOOK ind #4482

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan in the asset neighbourhood

Avo Samuelian D. D. S. , P. L. L. C. 401(k) PlanAvo Samuelian D. D. S. , P. …$2MCommonwealth Pediatrics 401(k) Profit Sharing Plan and TrustCommonwealth Pediatrics 401(…$2MAnderson Ophthalmology Profit Sharing 401(k) PlanAnderson Ophthalmology Profi…$2MStarck & Co. 401(k) Plan$2MDeutsch, Inc. Profit Sharing PlanDeutsch, Inc. Profit Sharing…$2M
End-of-year total assets ($M) among Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sagm, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sagm, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 27.830818079752028% vs 2023
2024 filing year
$1.5M$2M$2.5M$3M 20232024 $2.58M $1.86M ▼ -27.9%
Year Plans Participants Total Assets
2023 1 9 $3M
2024 1 1 $2M

Sagm, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$718K
Employer EIN465763844
Plan Effective Date2007-01-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan, Total assets ($B): 0.001862198 · Participants: 1Avo Samuelian D. D. S. , P. L. L. C. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan side-by-side with 3 peers →

Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Commonwealth Pediatrics 401(k) Profit Sharing Plan and Trust in MA ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan assets move in 2024? ▼
Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan declined sharply - down 27.8% during 2024, from $3M to $2M. Reported net income was -$718K.
How have Sagm, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sagm, LLC's sponsor-wide assets declined 27.8%, from $3M to $2M.
Which 401(k) plans are similar in size to Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commonwealth Pediatrics 401(k) Profit Sharing Plan and Trust in MA ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Avo Samuelian D. D. S. , P. L. L. C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 465763844.

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.