401(k) · DOL Form 5500 · 2024

Sage Hospitality Resources, LLC 401(k) Plan

Data updated 2026-08-11

$81M
Total assets
5,436
Participants
89th
Percentile by assets
$14,948
Avg per participant
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Official DOL plan name: Sage 401(k) Retirement & Savings Plan · Sponsored by Sage Hospitality Resources, LLC · Colorado · Food Services & Accommodation

$81M in assets, 5,436 participants

Sage Hospitality Resources, LLC's Sage 401(k) Retirement & Savings Plan reported $81M in total assets and 5,436 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #3,559 in Food Services & Accommodation (3,672 peers)

Coverage in Colorado

Sage 401(k) Retirement & Savings Plan covers 5,436 participants in Colorado, 14x the typical Colorado plan (state average ~376 per filing). Assets: $81M.

$81M
total plan assets (2024 EOY)
5,436
covered participants
89th
percentile by assets (of 123,622 plans)
$14,948
avg assets per participant

Where Sage 401(k) Retirement & Savings Plan sits by total assets

Sage 401(k) Retirement & Savings Plan vs every filed plan by assets

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

$81,254,684 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sage 401(k) Retirement & Savings Plan reported net income fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Sage 401(k) Retirement & Savings Plan end-of-year assets rose from $71M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Sage 401(k) Retirement & Savings Plan reported participants fell from 5,451 in the plan year 2023 filing to 5,436 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Colorado
Industry
Food Services & Accommodation

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Sage 401(k) Retirement & Savings Plan reports 5,436 participants - 14x that state average ($81M EOY assets).

Colorado filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$81M
Net Income$11M
Employer EIN841273343
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sage Hospitality Resources, LLC)

$50M$60M$70M$80M$90M 202220232024 $56.5M $81.3M ▲ +43.9%
Total plan assets by year, all Sage Hospitality Resources, LLC plans on file
Year Plans Participants Total Assets
2022 1 4,263 $56M
2023 1 5,451 $71M
2024 1 5,436 $81M

Nearby 401(k) Plans in Colorado

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

Sage 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -1012345 Total assets ($B) Participants Sage 401(k) Retireme…, Total assets ($B): 0.081254684 · Participants: 5436Sage 401(k) Retireme…Davita Retirement Sa…, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Sa…Ball Corporation 401…, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401…Arcadis U.S., Inc. R…, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. R…Empower Retirement, …, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, …Woodward Retirement …, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement …
Sage 401(k) Retirement & Savings Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sage 401(k) Retirement & Savings Plan side-by-side with 3 peers →

Scale composition for Sage 401(k) Retirement & Savings Plan

Sage 401(k) Retirement & Savings Plan reports $81M in end-of-year assets across 5,436 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $14,948 per participant (11% of the national average assets-per-participant) . Net income for plan year 2024 was $11M.

This plan identity (EIN 841273343, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $56M to $81M (+43.9%) while covered participants moved from 4,263 to 5,436 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,263 $56M Open filing
2023 5,451 $71M Open filing
2024 · index core 5,436 $81M This page

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sage 401(k) Retirement & Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Sage 401(k) Retirement & Savings Plan assets move in 2024? ▼
Sage 401(k) Retirement & Savings Plan grew sharply - up 15.2% during 2024, from $71M to $81M. Reported net income was $11M.
How have Sage Hospitality Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sage Hospitality Resources, LLC's sponsor-wide assets grew 43.9%, from $56M to $81M.
Where does Sage 401(k) Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Sage 401(k) Retirement & Savings Plan ranks in the 89th 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 Sage 401(k) Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kendall Hunt Retirement Plan in IA ($81M, 338 participants).

Next read for Sage 401(k) Retirement & Savings Plan

Filing takeaways

Ways to act on Sage 401(k) Retirement & Savings Plan's numbers.

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 841273343.

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.