401(k) · DOL Form 5500 · 2024

New Sageview Advisory Group, LLC 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
280
Participants Below avg headcount
87th
Percentile by assets National rank
$232,728
Avg per participant Above avg balance/head
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Official DOL plan name: Sageview Advisory Group 401(k)Plan · Sponsored by New Sageview Advisory Group, LLC · California · Finance & Insurance

$65M in assets, 280 participants

New Sageview Advisory Group, LLC's Sageview Advisory Group 401(k)Plan reported $65M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,826 in Finance & Insurance (8,549 peers)

Coverage in California

Sageview Advisory Group 401(k)Plan covers 280 participants in California, about 44% of the average California filer (state average ~630 per filing). Assets: $65M.

#6,826
in Finance & Insurance (8,549 peers)
+18.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Sageview Advisory Group 401(k)Plan's outsized position by total assets

Sageview Advisory Group 401(k)Plan vs every filed plan by assets

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

$65,163,741 Top 13% higher than 87% 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

Sageview Advisory Group 401(k)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. Sageview Advisory Group 401(k)Plan sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sageview Advisory Group 401(k)Plan reported net income fell from $17M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Sageview Advisory Group 401(k)Plan end-of-year assets rose from $55M in the plan year 2023 filing to $65M in the plan year 2024 filing.
  • Sageview Advisory Group 401(k)Plan reported participants rose from 273 in the plan year 2023 filing to 280 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 510492818 · New Sageview Advisory Group, LLC PY 2024 · 401(k)

Sageview Advisory Group 401(k)Plan · $65M · 280 · 87th

  • BOOK $65M
  • BOOK 280
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near Purcell Tire & Rubber Company 401(k) Plan
  • BOOK ind #6826

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 Finance & Insurance retirement plans → · Plans in California →

Sageview Advisory Group 401(k)Plan in the asset neighbourhood

Purcell Tire & Rubber Company 401(k) PlanPurcell Tire & Rubber Compan…$65MSageview Advisory Group 401(k)PlanSageview Advisory Group 401(…$65MThielsch Engineering Inc. 401(k) Savings PlanThielsch Engineering Inc. 40…$65MHytrol Conveyor Company, Inc. 401(k) Retirement PlanHytrol Conveyor Company, Inc…$65MDarby Dental Supply, LLC 401(k) Savings and Profit Sharing PlanDarby Dental Supply, LLC 401…$65M
End-of-year total assets ($M) among Sageview Advisory Group 401(k)Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$65M
Net Income$10M
Employer EIN510492818
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Sageview Advisory Group, LLC)

Sponsor-wide plan assets over time

All New Sageview Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 73.35489503931785% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.6M $65.2M ▲ +73.3%
Year Plans Participants Total Assets
2022 1 188 $38M
2023 1 273 $55M
2024 1 280 $65M

Nearby 401(k) Plans in California

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

Sageview Advisory Group 401(k)Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sageview Advisory Group 401(k)Plan, Total assets ($B): 0.065163741 · Participants: 280Sageview Advisory Group 401(k)PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sageview Advisory Group 401(k)Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sageview Advisory Group 401(k)Plan side-by-side with 3 peers →

Sageview Advisory Group 401(k)Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Purcell Tire & Rubber Company 401(k) Plan in MO ($65M); by covered participants it is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Sageview Advisory Group 401(k)Plan assets move in 2024? ▼
Sageview Advisory Group 401(k)Plan grew sharply - up 18.8% during 2024, from $55M to $65M. Reported net income was $10M.
How have New Sageview Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Sageview Advisory Group, LLC's sponsor-wide assets grew 73.4%, from $38M to $65M.
Where does Sageview Advisory Group 401(k)Plan rank by assets among Form 5500 filers? ▼
Sageview Advisory Group 401(k)Plan ranks in the 87th 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 Sageview Advisory Group 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by assets is Purcell Tire & Rubber Company 401(k) Plan in MO ($65M, 711 participants).
Which 401(k) plans cover a similar participant headcount to Sageview Advisory Group 401(k)Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants, $3M 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 510492818.

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.