401(k) · DOL Form 5500 · 2024

Savatree, LLC 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
2,442
Participants Above avg headcount
89th
Percentile by assets National rank
$33,393
Avg per participant Low balance/head
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Official DOL plan name: Savatree, LLC · Sponsored by Savatree, LLC · New York · Agriculture, Forestry & Fishing

$82M in assets, 2,442 participants

Savatree, LLC's Savatree, LLC reported $82M in total assets and 2,442 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #1,145 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in New York

Savatree, LLC covers 2,442 participants in New York, 3.1x the typical New York plan (state average ~798 per filing). Assets: $82M.

#1,145
in Agriculture, Forestry & Fishing (1,217 peers)
+18.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Savatree, LLC's outsized position by total assets

Savatree, LLC vs every filed plan by assets

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

$81,544,604 Top 11% higher than 89% 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

Savatree, LLC's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savatree, LLC lands in the large band (2,442 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Savatree, LLC end-of-year assets rose from $69M in the plan year 2023 filing to $82M in the plan year 2024 filing.
  • Savatree, LLC reported net income rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Savatree, LLC reported participants rose from 2,243 in the plan year 2023 filing to 2,442 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133257374 · Savatree, LLC PY 2024 · 401(k)

Savatree, LLC · $82M · 2,442 · 89th

  • IND $82M
  • EOY 2,442
  • 5500 89th
  • ASSETS 401(k)
  • PCT near Panavision Employee 401(k) Plan
  • EIN ind #1145

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New York →

Savatree, LLC in the asset neighbourhood

Savatree, LLC$82MPanavision Employee 401(k) PlanPanavision Employee 401(k) P…$82MVfp, Inc. Employee Stock Ownership and Savings PlanVfp, Inc. Employee Stock Own…$82MGenuine Cable Group 401(k) PlanGenuine Cable Group 401(k) P…$82MWisk Aero LLC 401(k) Plan$82M
End-of-year total assets ($M) among Savatree, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$82M
Net Income$13M
Employer EIN133257374
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Savatree, LLC)

Sponsor-wide plan assets over time

All Savatree, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$82M 42.30231730968942% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.3M $81.5M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 2,230 $57M
2023 1 2,243 $69M
2024 1 2,442 $82M

Nearby 401(k) Plans in New York

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

Savatree, LLC vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Savatree, LLC, Total assets ($B): 0.081544604 · Participants: 2442Savatree, LLCIBM 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
Savatree, LLC vs. nearby 401(k) plans in New York, assets vs. participants
Compare Savatree, LLC side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Panavision Employee 401(k) Plan in CA ($82M); by covered participants it is Kaiser Aluminum Investments Company Hourly Savings and Investment Plan in TN (2,442 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,442 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 Savatree, LLC assets move in 2024? ▼
Savatree, LLC grew sharply - up 18.8% during 2024, from $69M to $82M. Reported net income was $13M.
How have Savatree, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Savatree, LLC's sponsor-wide assets grew 42.3%, from $57M to $82M.
Where does Savatree, LLC rank by assets among Form 5500 filers? ▼
Savatree, LLC ranks in the 89th 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 Savatree, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Panavision Employee 401(k) Plan in CA ($82M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Savatree, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaiser Aluminum Investments Company Hourly Savings and Investment Plan in TN (2,442 participants, $197M 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 133257374.

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.