401(k) · DOL Form 5500 · 2024

Saxe, Doernberger & Vita, P.C. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
105
Participants Small participant base
69th
Percentile by assets National rank
$182,483
Avg per participant Above avg balance/head
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Official DOL plan name: Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan · Sponsored by Saxe, Doernberger & Vita, P.C. · Connecticut · Professional & Technical Services

$19M in assets, 105 participants

Saxe, Doernberger & Vita, P.C.'s Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan reported $19M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,832 in Professional & Technical Services (20,173 peers)

Coverage in Connecticut

Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan covers 105 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $19M.

#13,832
in Professional & Technical Services (20,173 peers)
+22.4%
assets growth YoY

Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan's outsized position by total assets

Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,160,740 Top 31% higher than 69% 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

Saxe, Doernberger & Vita, P.C. 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. Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (105 participants).

DOL schedule card

Filing strip 061456414 · Saxe, Doernberger & Vita, P.C. PY 2024 · 401(k)

Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan · $19M · 105 · 69th

  • NET $19M
  • BOOK 105
  • VS-ST 69th
  • BOY 401(k)
  • SCH near Otj Architects Inc 401(k) Profit Sharing Plan & Trust
  • EBSA ind #13832

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing PlanSaxe, Doernberger & Vita, P.…$19MOtj Architects Inc 401(k) Profit Sharing Plan & TrustOtj Architects Inc 401(k) Pr…$19MAssociated Clinic of Psychology 401(k) Profit Sharing PlanAssociated Clinic of Psychol…$19MLifestore 401(k) Profit Sharing PlanLifestore 401(k) Profit Shar…$19MReli Group 401(k) Profit Sharing Plan and TrustReli Group 401(k) Profit Sha…$19M
End-of-year total assets ($M) among Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN061456414
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.01916074 · Participants: 105Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Otj Architects Inc 401(k) Profit Sharing Plan & Trust in DC ($19M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan grew sharply - up 22.4% during 2024, from $16M to $19M. Reported net income was $4M.
Which 401(k) plans are similar in size to Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Otj Architects Inc 401(k) Profit Sharing Plan & Trust in DC ($19M, 237 participants).
Which 401(k) plans cover a similar participant headcount to Saxe, Doernberger & Vita, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants, N/A 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 061456414.

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.