401(k) · DOL Form 5500 · 2024

Sagespring Wealth Partners, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
170
Participants Small participant base
66th
Percentile by assets National rank
$94,341
Avg per participant Below avg balance/head
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Official DOL plan name: Sagespring Wealth Partners 401(k) Profit Sharing Plan · Sponsored by Sagespring Wealth Partners, LLC · Tennessee · Finance & Insurance

$16M in assets, 170 participants

Sagespring Wealth Partners, LLC's Sagespring Wealth Partners 401(k) Profit Sharing Plan reported $16M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,276 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Sagespring Wealth Partners 401(k) Profit Sharing Plan covers 170 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $16M.

#4,276
in Finance & Insurance (8,549 peers)
+21.5%
assets growth YoY

Sagespring Wealth Partners 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Sagespring Wealth Partners 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,038,033 Top 34% higher than 66% 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

Sagespring Wealth Partners 401(k) Profit Sharing 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. Sagespring Wealth Partners 401(k) Profit Sharing Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sagespring Wealth Partners 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Sagespring Wealth Partners 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sagespring Wealth Partners 401(k) Profit Sharing Plan reported participants rose from 162 in the plan year 2023 filing to 170 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 471471217 · Sagespring Wealth Partners, LLC PY 2024 · 401(k)

Sagespring Wealth Partners 401(k) Profit Sharing Plan · $16M · 170 · 66th

  • BOY $16M
  • BOY 170
  • BOY 66th
  • BOY 401(k)
  • BOY near Cineverse 401(k) Plan
  • BOY ind #4276

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Sagespring Wealth Partners 401(k) Profit Sharing Plan in the asset neighbourhood

Sagespring Wealth Partners 401(k) Profit Sharing PlanSagespring Wealth Partners 4…$16MCineverse 401(k) Plan$16MBellmont Cabinet Co. 401(k) Ps Plan & TrustBellmont Cabinet Co. 401(k) …$16MPuretech Management, Inc. 401(k) Profit Sharing Plan and TrustPuretech Management, Inc. 40…$16MUrology Nevada, Ltd. 401(k) Profit Sharing PlanUrology Nevada, Ltd. 401(k) …$16M
End-of-year total assets ($M) among Sagespring Wealth Partners 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN471471217
Plan Effective Date2021-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sagespring Wealth Partners, LLC)

Sponsor-wide plan assets over time

All Sagespring Wealth Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 63.944399267884165% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.78M $16M ▲ +64.0%
Year Plans Participants Total Assets
2022 1 155 $10M
2023 1 162 $13M
2024 1 170 $16M

Nearby 401(k) Plans in Tennessee

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

Sagespring Wealth Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Sagespring Wealth Partners 401(k) Profit Sharing Plan, Total assets ($B): 0.016038033 · Participants: 170Sagespring Wealth Partners 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Sagespring Wealth Partners 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Sagespring Wealth Partners 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sagespring Wealth Partners 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Cineverse 401(k) Plan in NY ($16M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Sagespring Wealth Partners 401(k) Profit Sharing Plan assets move in 2024? ▼
Sagespring Wealth Partners 401(k) Profit Sharing Plan grew sharply - up 21.5% during 2024, from $13M to $16M. Reported net income was $3M.
How have Sagespring Wealth Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sagespring Wealth Partners, LLC's sponsor-wide assets grew 63.9%, from $10M to $16M.
Which 401(k) plans are similar in size to Sagespring Wealth Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cineverse 401(k) Plan in NY ($16M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Sagespring Wealth Partners 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants, $1M 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 471471217.

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.