401(k) · DOL Form 5500 · 2024

Sdg Mgmt Company, LLC 401(k) Plan

Data updated 2026-08-11

$77M
Total assets
1,774
Participants
88th
Percentile by assets
$43,171
Avg per participant
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Official DOL plan name: Sdg Mgmt Company, LLC 401(k) Plan · Sponsored by Sdg Mgmt Company, LLC · New York · Healthcare & Social Assistance

$77M in assets, 1,774 participants

Sdg Mgmt Company, LLC's Sdg Mgmt Company, LLC 401(k) Plan reported $77M in total assets and 1,774 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 123,622 plans)
  • #15,221 in Healthcare & Social Assistance (16,916 peers)

Coverage in New York

Sdg Mgmt Company, LLC 401(k) Plan covers 1,774 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $77M.

$77M
total plan assets (2024 EOY)
1,774
covered participants
88th
percentile by assets (of 123,622 plans)
$43,171
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sdg Mgmt Company, LLC 401(k) Plan end-of-year assets rose from $55M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • Sdg Mgmt Company, LLC 401(k) Plan reported participants rose from 1,379 in the plan year 2023 filing to 1,774 in the plan year 2024 filing.
  • Sdg Mgmt Company, LLC 401(k) Plan reported net income rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Sdg Mgmt Company, LLC 401(k) Plan reports 1,774 participants - 2.2x that state average ($77M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$77M
Net Income$18M
Employer EIN462157154
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sdg Mgmt Company, LLC)

$20M$40M$60M$80M$100M 202220232024 $39.3M $76.6M ▲ +95.0%
Total plan assets by year, all Sdg Mgmt Company, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,259 $39M
2023 1 1,379 $55M
2024 1 1,774 $77M

Nearby 401(k) Plans in New York

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

Sdg Mgmt Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Sdg Mgmt Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sdg Mgmt Company, LL…IBM 401(k) PlanMorgan Stanley 401(k…Pfizer Savings PlanThe Pepsico Savings …The Goldman Sachs 40…
Sdg Mgmt Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sdg Mgmt Company, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Sdg Mgmt Company, LLC 401(k) Plan assets move in 2024?
Sdg Mgmt Company, LLC 401(k) Plan surged - up 38.1% during 2024, from $55M to $77M. Reported net income was $18M.
How have Sdg Mgmt Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Sdg Mgmt Company, LLC's sponsor-wide assets grew 95.0%, from $39M to $77M.
Where does Sdg Mgmt Company, LLC 401(k) Plan rank by assets among Form 5500 filers?
Sdg Mgmt Company, LLC 401(k) Plan ranks in the 88th 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 Sdg Mgmt Company, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Choptank Electric Cooperative 401(k) Plan in MD ($77M, 153 participants).

Filing takeaways

Ways to act on Sdg Mgmt Company, LLC 401(k) Plan's numbers.