401(k) · DOL Form 5500 · 2024

Sage Parts Plus, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
157
Participants Small participant base
61st
Percentile by assets National rank
$81,443
Avg per participant Below avg balance/head
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Official DOL plan name: Sage Parts Plus, Inc. 401(k) Savings Plan · Sponsored by Sage Parts Plus, Inc. · New York · Retail Trade

$13M in assets, 157 participants

Sage Parts Plus, Inc.'s Sage Parts Plus, Inc. 401(k) Savings Plan reported $13M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,790 in Retail Trade (8,048 peers)

Coverage in New York

Sage Parts Plus, Inc. 401(k) Savings Plan covers 157 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $13M.

#5,790
in Retail Trade (8,048 peers)
+4.9%
assets growth YoY

Sage Parts Plus, Inc. 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers

Sage Parts Plus, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$12,786,538 Top 39% higher than 61% 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

Sage Parts Plus, Inc. 401(k) Savings 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. Sage Parts Plus, Inc. 401(k) Savings Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sage Parts Plus, Inc. 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $602K in the plan year 2024 filing.
  • Sage Parts Plus, Inc. 401(k) Savings Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 113526918 · Sage Parts Plus, Inc. PY 2024 · 401(k)

Sage Parts Plus, Inc. 401(k) Savings Plan · $13M · 157 · 61st

  • EIN $13M
  • EIN 157
  • EIN 61st
  • EIN 401(k)
  • EIN near Williams Brothers Trucking, Inc. 401(k) Plan
  • EIN ind #5790

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 Retail Trade retirement plans → · Plans in New York →

Sage Parts Plus, Inc. 401(k) Savings Plan in the asset neighbourhood

Sage Parts Plus, Inc. 401(k) Savings PlanSage Parts Plus, Inc. 401(k)…$13MWilliams Brothers Trucking, Inc. 401(k) PlanWilliams Brothers Trucking, …$13MPpg Health 401(k) Plan$13MSouthlaw, P.C. 401(k) Retirement PlanSouthlaw, P.C. 401(k) Retire…$13MHuneeus Vintners 401(k) Plan$13M
End-of-year total assets ($M) among Sage Parts Plus, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$602K
Employer EIN113526918
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sage Parts Plus, Inc.)

Sponsor-wide plan assets over time

All Sage Parts Plus, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 24.64914535676124% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.3M $12.8M ▲ +24.7%
Year Plans Participants Total Assets
2022 1 115 $10M
2023 1 156 $12M
2024 1 157 $13M

Nearby 401(k) Plans in New York

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

Sage Parts Plus, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sage Parts Plus, Inc. 401(k) Savings Plan, Total assets ($B): 0.012786538 · Participants: 157Sage Parts Plus, Inc. 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Sage Parts Plus, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants

Sage Parts Plus, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Williams Brothers Trucking, Inc. 401(k) Plan in GA ($13M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Sage Parts Plus, Inc. 401(k) Savings Plan assets move in 2024?
Sage Parts Plus, Inc. 401(k) Savings Plan edged up modestly - up 4.9% during 2024, from $12M to $13M. Reported net income was $602K.
How have Sage Parts Plus, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sage Parts Plus, Inc.'s sponsor-wide assets grew 24.6%, from $10M to $13M.
Which 401(k) plans are similar in size to Sage Parts Plus, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Williams Brothers Trucking, Inc. 401(k) Plan in GA ($13M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Sage Parts Plus, Inc. 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K in assets).