401(k) · DOL Form 5500 · 2024
Sage Dental Management, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 1,387
- Participants Near avg headcount
- 65th
- Percentile by assets National rank
- $11,335
- Avg per participant Low balance/head
Official DOL plan name: Sage Dental 401(k) Plan · Sponsored by Sage Dental Management, LLC · Florida · Healthcare & Social Assistance
$16M in assets, 1,387 participants
Sage Dental Management, LLC's Sage Dental 401(k) Plan reported $16M in total assets and 1,387 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,914 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Sage Dental 401(k) Plan covers 1,387 participants in Florida, 2.2x the typical Florida plan (state average ~628 per filing). Assets: $16M.
- #11,914
- in Healthcare & Social Assistance (16,916 peers)
- +39.4%
- assets growth YoY
Sage Dental 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sage Dental 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,721,897 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sage Dental 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sage Dental 401(k) Plan lands in the large band (1,387 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sage Dental 401(k) Plan reported participants rose from 924 in the plan year 2023 filing to 1,387 in the plan year 2024 filing.
- Sage Dental 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Sage Dental 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
DOL schedule card
Filing strip 134216896 · Sage Dental Management, LLC PY 2024 · 401(k)
Sage Dental 401(k) Plan · $16M · 1,387 · 65th
- SCH $16M
- SCH 1,387
- SCH 65th
- SCH 401(k)
- SCH near Index Exchange USA, LLC 401(k) Plan
- SCH ind #11914
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 Florida →
Sage Dental 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $4M |
| Employer EIN | 134216896 |
| Plan Effective Date | 2008-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sage Dental Management, LLC)
Sponsor-wide plan assets over time
All Sage Dental Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 106.39068350394392% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 739 | $8M |
| 2023 | 1 | 924 | $11M |
| 2024 | 1 | 1,387 | $16M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Sage Dental 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Index Exchange USA, LLC 401(k) Plan in NY ($16M); by covered participants it is Kuka Retirement Savings Plan in MI (1,387 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Index Exchange USA, LLC 401(k) Plan (NY) $16M · 116
- Asps 401(k) Plan (IL) $16M · 108
- Schumann Printers, Inc. Retirement Program (WI) $16M · 170
- Gates Automotive Group Ees Retirement Plan (IN) $16M · 202
Similar participant headcount
Nearest other-state filings by covered participants (1,387 participants); asset peers above are excluded.
- Kuka Retirement Savings Plan (MI) 1,387 · 0 off
- Liberty Resources Retirement Plan (NY) 1,387 · 0 off
- Coronado Coal LLC 401(k) Profit Sharing Plan (WV) 1,388 · 1 off
- Capsule 401(k) Plan (NY) 1,388 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.