401(k) · DOL Form 5500 · 2024

Sdg Mgmt Company, LLC 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
1,774
Participants Near avg headcount
88th
Percentile by assets National rank
$43,171
Avg per participant Low balance/head
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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.

  • #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.

#15,221
in Healthcare & Social Assistance (16,916 peers)
+38.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Sdg Mgmt Company, LLC 401(k) Plan's outsized position by total assets

Sdg Mgmt Company, LLC 401(k) Plan vs every filed plan by assets

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

$76,585,515 Top 12% higher than 88% 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

Sdg Mgmt Company, LLC 401(k) Plan'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. Sdg Mgmt Company, LLC 401(k) Plan lands in the large band (1,774 participants).

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 →

Form 5500 schedule snapshot

Filing strip 462157154 · Sdg Mgmt Company, LLC PY 2024 · 401(k)

Sdg Mgmt Company, LLC 401(k) Plan · $77M · 1,774 · 88th

  • EBSA $77M
  • EBSA 1,774
  • EBSA 88th
  • EBSA 401(k)
  • EBSA near Choptank Electric Cooperative 401(k) Plan
  • EBSA ind #15221

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Sdg Mgmt Company, LLC 401(k) Plan in the asset neighbourhood

Sdg Mgmt Company, LLC 401(k) PlanSdg Mgmt Company, LLC 401(k)…$77MRippling 401(k) Plan$77MChoptank Electric Cooperative 401(k) PlanChoptank Electric Cooperativ…$77MGreat Day Improvements, LLC 401(k) PlanGreat Day Improvements, LLC …$77MChevron Federal Credit Union 401(k) PlanChevron Federal Credit Union…$77M
End-of-year total assets ($M) among Sdg Mgmt Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Sdg Mgmt Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$77M 94.97328220808527% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $39.3M $76.6M ▲ +95.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sdg Mgmt Company, LLC 401(k) Plan, Total assets ($B): 0.076585515 · Participants: 1774Sdg Mgmt Company, LLC 401(k) 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
Sdg Mgmt Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sdg Mgmt Company, LLC 401(k) Plan side-by-side with 3 peers →

Sdg Mgmt Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Choptank Electric Cooperative 401(k) Plan in MD ($77M); by covered participants it is Faulkner Group 401(k) Plan in PA (1,774 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,774 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 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).
Which 401(k) plans cover a similar participant headcount to Sdg Mgmt Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Faulkner Group 401(k) Plan in PA (1,774 participants, $122M 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 462157154.

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.