401(k) · DOL Form 5500 · 2024

Sagesure LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
611
Participants Below avg headcount
84th
Percentile by assets National rank
$82,306
Avg per participant Below avg balance/head
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Official DOL plan name: Sagesure LLC 401(k) Plan · Sponsored by Sagesure LLC · New Jersey · Finance & Insurance

$50M in assets, 611 participants

Sagesure LLC's Sagesure LLC 401(k) Plan reported $50M in total assets and 611 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,456 in Finance & Insurance (8,549 peers)

Where Sagesure LLC 401(k) Plan sits by assets

Sagesure LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $50M for 611 participants (~$82,306/participant), up 41.5% in 2024.

#6,456
in Finance & Insurance (8,549 peers)
+41.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

Sagesure LLC 401(k) Plan vs every filed plan by assets

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

$50,289,201 Top 16% higher than 84% 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

Sagesure LLC 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. Sagesure LLC 401(k) Plan sits mid-pack in the medium band (611 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sagesure LLC 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Sagesure LLC 401(k) Plan reported net income rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Sagesure LLC 401(k) Plan reported participants rose from 484 in the plan year 2023 filing to 611 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 260902522 · Sagesure LLC PY 2024 · 401(k)

Sagesure LLC 401(k) Plan · $50M · 611 · 84th

  • PART $50M
  • TYPE 611
  • NET 84th
  • BOOK 401(k)
  • VS-ST near Trustco Bank Profit Sharing/401(k) Plan
  • BOY ind #6456

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 New Jersey →

Sagesure LLC 401(k) Plan in the asset neighbourhood

Doris Duke Management Foundation 401(k) PlanDoris Duke Management Founda…$50MSagesure LLC 401(k) Plan$50MTrustco Bank Profit Sharing/401(k) PlanTrustco Bank Profit Sharing/…$50MBrentwood Industries, Inc. Retirement PlanBrentwood Industries, Inc. R…$50MIdeal Clamp Products 401(k) PlanIdeal Clamp Products 401(k) …$50M
End-of-year total assets ($M) among Sagesure LLC 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)$50M
Net Income$15M
Employer EIN260902522
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sagesure LLC)

Sponsor-wide plan assets over time

All Sagesure LLC plans reported in each filing year

Latest sponsor-wide plan assets
$50M 110.69593608886154% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $23.9M $50.3M ▲ +110.7%
Year Plans Participants Total Assets
2022 1 353 $24M
2023 1 484 $36M
2024 1 611 $50M

Nearby 401(k) Plans in New Jersey

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

Sagesure LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sagesure LLC 401(k) Plan, Total assets ($B): 0.050289201 · Participants: 611Sagesure LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Sagesure LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Sagesure LLC 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Trustco Bank Profit Sharing/401(k) Plan in NY ($50M); by covered participants it is Big Geyser Inc. 401(k) Plan in NY (611 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($50M here).

Similar participant headcount

Nearest other-state filings by covered participants (611 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 Sagesure LLC 401(k) Plan assets move in 2024? ▼
Sagesure LLC 401(k) Plan surged - up 41.5% during 2024, from $36M to $50M. Reported net income was $15M.
How have Sagesure LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sagesure LLC's sponsor-wide assets grew 110.7%, from $24M to $50M.
Where does Sagesure LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sagesure LLC 401(k) Plan ranks in the 84th 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 Sagesure LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trustco Bank Profit Sharing/401(k) Plan in NY ($50M, 813 participants).
Which 401(k) plans cover a similar participant headcount to Sagesure LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big Geyser Inc. 401(k) Plan in NY (611 participants, $17M 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 260902522.

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.