401(k) · DOL Form 5500 · 2024
Sugarcrm Inc. 401(k) Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 225
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $143,888
- Avg per participant Near avg balance/head
Official DOL plan name: Sugarcrm Inc. Retirement Trust · Sponsored by Sugarcrm Inc. · California · Professional & Technical Services
$32M in assets, 225 participants
Sugarcrm Inc.'s Sugarcrm Inc. Retirement Trust reported $32M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #15,870 in Professional & Technical Services (20,173 peers)
Coverage in California
Sugarcrm Inc. Retirement Trust covers 225 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $32M.
- #15,870
- in Professional & Technical Services (20,173 peers)
- +14.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sugarcrm Inc. Retirement Trust's outsized position by total assets
Sugarcrm Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,374,766 Top 22% higher than 78% 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
Sugarcrm Inc. Retirement Trust 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. Sugarcrm Inc. Retirement Trust sits mid-pack in the medium band (225 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sugarcrm Inc. Retirement Trust end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Sugarcrm Inc. Retirement Trust reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 201173875 · Sugarcrm Inc. PY 2024 · 401(k)
Sugarcrm Inc. Retirement Trust · $32M · 225 · 78th
- VS-ST $32M
- VS-ST 225
- VS-ST 78th
- VS-ST 401(k)
- VS-ST near Le Sueur 401(k) Plan
- VS-ST ind #15870
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 California →
Sugarcrm Inc. Retirement Trust in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 201173875 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sugarcrm Inc.)
Sponsor-wide plan assets over time
All Sugarcrm Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 34.9703011078901% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 278 | $24M |
| 2023 | 1 | 226 | $28M |
| 2024 | 1 | 225 | $32M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Sugarcrm Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Le Sueur 401(k) Plan in MN ($32M); by covered participants it is Race Rock 401(k) Plan in TX (225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Le Sueur 401(k) Plan (MN) $32M · 298
- The Food Pantry Profit Sharing Investment Plan (HI) $32M · 431
- Partner Therapeutics 401(k) Plan (MA) $32M · 192
- Cassens Transport Company Et Al Union 401(k) Plan (IL) $32M · 1,150
Similar participant headcount
Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.
- Race Rock 401(k) Plan (TX) 225 · 0 off
- Aunalytics 401(k) Retirement Savings Plan (IN) 225 · 0 off
- Cam Properties 401(k) Plan (AZ) 225 · 0 off
- D & L Manufacturing, Inc. 401(k) Profit Sharing Plan (OK) 225 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.