401(k) · DOL Form 5500 · 2024
Sage Hospitality Resources, LLC 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 5,436
- Participants Above avg headcount
- 89th
- Percentile by assets National rank
- $14,948
- Avg per participant Low balance/head
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.
- #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.
- #3,559
- in Food Services & Accommodation (3,672 peers)
- +15.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
Sage 401(k) Retirement & Savings Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sage 401(k) Retirement & Savings 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 401(k) Retirement & Savings Plan lands in the large band (5,436 participants).
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.
Published 5500 schedule card
Filing strip 841273343 · Sage Hospitality Resources, LLC PY 2024 · 401(k)
Sage 401(k) Retirement & Savings Plan · $81M · 5,436 · 89th
- EIN $81M
- EIN 5,436
- EIN 89th
- EIN 401(k)
- EIN near Kendall Hunt Retirement Plan
- EIN ind #3559
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 Food Services & Accommodation retirement plans → · Plans in Colorado →
Sage 401(k) Retirement & Savings Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $11M |
| Employer EIN | 841273343 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sage Hospitality Resources, LLC)
Sponsor-wide plan assets over time
All Sage Hospitality Resources, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 43.85622727357547% vs 2022
- 2024 filing year
| 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.
- Davita Retirement Savings Plan $3.8B · 57,900
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
- Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
- Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
- Woodward Retirement Savings Plan $2.0B · 6,210
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 |
Sage 401(k) Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Kendall Hunt Retirement Plan in IA ($81M); by covered participants it is Mufg Bank Ltd. 401(k) Plan in NY (5,430 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Kendall Hunt Retirement Plan (IA) $81M · 338
- Employbridge 401(k) Plan (TX) $81M · 2,662
- Weidmann Electrical Technology 401(k) Retirement Plan (VT) $81M · 496
- Bakelite 401(k) Plan (GA) $81M · 596
Similar participant headcount
Nearest other-state filings by covered participants (5,436 participants); asset peers above are excluded.
- Mufg Bank Ltd. 401(k) Plan (NY) 5,430 · 6 off
- Doctors Hospital at Renaissance 401(k) Plan (TX) 5,429 · 7 off
- Medamerica 401(k) Profit Sharing Plan for Employees of Vituity (CA) 5,429 · 7 off
- Hotel Equities Group, LLC 401(k) Plan (GA) 5,426 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.