401(k) · DOL Form 5500 · 2024

Sojitz Corporation of America 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
440
Participants Below avg headcount
82nd
Percentile by assets National rank
$92,832
Avg per participant Below avg balance/head
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Official DOL plan name: Sag 401(k) Plan · Sponsored by Sojitz Corporation of America · California · Retail Trade

$41M in assets, 440 participants

Sojitz Corporation of America's Sag 401(k) Plan reported $41M in total assets and 440 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,199 in Retail Trade (8,048 peers)

Where Sag 401(k) Plan sits by assets

Sag 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 440 participants (~$92,832/participant), up 12.8% in 2024.

#7,199
in Retail Trade (8,048 peers)
+12.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sag 401(k) Plan's outsized position by total assets

Sag 401(k) Plan vs every filed plan by assets

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

$40,846,039 Top 18% higher than 82% 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

Sag 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 401(k) Plan sits mid-pack in the medium band (440 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sag 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sag 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Sag 401(k) Plan reported participants fell from 466 in the plan year 2023 filing to 440 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 464933173 · Sojitz Corporation of America PY 2024 · 401(k)

Sag 401(k) Plan · $41M · 440 · 82nd

  • TYPE $41M
  • NET 440
  • BOOK 82nd
  • VS-ST 401(k)
  • BOY near Retireready 401(k) Plan
  • SCH ind #7199

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 California →

Sag 401(k) Plan in the asset neighbourhood

Sag 401(k) Plan$41MSymmons Industries, Inc. 401(k) PlanSymmons Industries, Inc. 401…$41MRanch and Home Supply, LLC 401(k) PlanRanch and Home Supply, LLC 4…$41MRetireready 401(k) Plan$41MPatrick Employee 401(k) Plan$41M
End-of-year total assets ($M) among Sag 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN464933173
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sojitz Corporation of America)

Sponsor-wide plan assets over time

All Sojitz Corporation of America plans reported in each filing year

Latest sponsor-wide plan assets
$41M 36.667949830470135% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.9M $40.9M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 490 $30M
2023 1 466 $36M
2024 1 440 $41M

Nearby 401(k) Plans in California

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

Sag 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sag 401(k) Plan, Total assets ($B): 0.040846039 · Participants: 440Sag 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sag 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Sag 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Retireready 401(k) Plan in OR ($41M); by covered participants it is Goodwill Industries of New Mexico 403(b) Plan in NM (440 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (440 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 Sag 401(k) Plan assets move in 2024?
Sag 401(k) Plan grew at a solid clip - up 12.8% during 2024, from $36M to $41M. Reported net income was $5M.
How have Sojitz Corporation of America plan assets changed over time?
Across 3 plan years on file (2022-2024), Sojitz Corporation of America's sponsor-wide assets grew 36.7%, from $30M to $41M.
Where does Sag 401(k) Plan rank by assets among Form 5500 filers?
Sag 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sag 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Retireready 401(k) Plan in OR ($41M, 678 participants).
Which 401(k) plans cover a similar participant headcount to Sag 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Goodwill Industries of New Mexico 403(b) Plan in NM (440 participants, $2M in assets).