401(k) · DOL Form 5500 · 2024
Sag, LLC. 401(k) Plan
Data updated 2026-07-24
- $231M
- Total assets
- 521
- Participants
- 95th
- Percentile by assets
- $443,501
- Avg per participant
Official DOL plan name: Software Ag, LLC Profit Sharing Plan · Sponsored by Sag, LLC. · Virginia · Professional & Technical Services
$231M in assets, 521 participants
Sag, LLC.'s Software Ag, LLC Profit Sharing Plan reported $231M in total assets and 521 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 116,472 plans)
What the 2024 filing shows
Software Ag, LLC Profit Sharing Plan holds $231M for 521 participants - about $443,501 per participant, in the top 5% of all filed plans by assets, down 9.3% over the 2024 plan year.
- $231M
- total plan assets (2024 EOY)
- 521
- covered participants
- 95th
- percentile by assets (of 116,472 plans)
- $443,501
- avg assets per participant
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
401(k) · DOL Form 5500 · 2024
What the Filing Says About Software Ag, LLC Profit Sharing Plan
Software Ag, LLC Profit Sharing Plan is a 401(k) retirement plan sponsored by Sag, LLC., headquartered in Virginia. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $231M in total end-of-year assets and covers 521 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 540943991, and the plan has been effective since 1978-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets pulled back noticeably from $255M at the beginning of 2024 to $231M at year-end - down 9.3%. Net assets (after liabilities) closed the year at $231M, with reported net income of -$24M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
By assets, Software Ag, LLC Profit Sharing Plan outranks 95% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.3x the national average plan size of $100M and 730 average participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Software Ag, LLC Profit Sharing Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $255M |
|---|---|
| Total Assets (End of Year) | $231M |
| Net Assets (End of Year) | $231M |
| Net Income | -$24M |
| Plan Type | 401(k) |
| Employer EIN | 540943991 |
| Plan Effective Date | 1978-06-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Software Ag, LLC Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Software Ag, LLC Profit Sharing Plan by total assets, not by location.
- Weichert 401(k) Plan (NJ) $231M · 1,184
- Christie Clinic 401(k) Profit Sharing Plan (IL) $231M · 967
- Ortholonestar 401(k) Retirement Plan (TX) $231M · 972
- Peloton Interactive, Inc. Retirement Plan (NY) $231M · 2,352
Frequently Asked Questions
How much money is in the Software Ag, LLC Profit Sharing Plan? ▼
What type of plan is Software Ag, LLC Profit Sharing Plan? ▼
Who sponsors the Software Ag, LLC Profit Sharing Plan? ▼
How did Software Ag, LLC Profit Sharing Plan perform in 2024? ▼
What this filing means
Ways to act on Software Ag, LLC Profit Sharing Plan's numbers.
- By total assets, Software Ag, LLC Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 540943991.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.