401(k) · DOL Form 5500 · 2024

Sag Holding LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
93
Participants Small participant base
78th
Percentile by assets National rank
$348,424
Avg per participant High balance/head
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Official DOL plan name: Sag Holding LLC 401(k) Plan · Sponsored by Sag Holding LLC · Minnesota · Finance & Insurance

$32M in assets, 93 participants

Sag Holding LLC's Sag Holding LLC 401(k) Plan reported $32M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,667 in Finance & Insurance (8,549 peers)

Where Sag Holding LLC 401(k) Plan sits by assets

Sag Holding LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 93 participants (~$348,424/participant), up 26.7% in 2024.

#5,667
in Finance & Insurance (8,549 peers)
+26.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sag Holding LLC 401(k) Plan's outsized position by total assets

Sag Holding LLC 401(k) Plan vs every filed plan by assets

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

$32,403,393 Top 22% higher than 78% 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

Sag Holding LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sag Holding LLC 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sag Holding LLC 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Sag Holding LLC 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Sag Holding LLC 401(k) Plan reported participants fell from 111 in the plan year 2023 filing to 93 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 270337479 · Sag Holding LLC PY 2024 · 401(k)

Sag Holding LLC 401(k) Plan · $32M · 93 · 78th

  • NET $32M
  • NET 93
  • NET 78th
  • NET 401(k)
  • NET near Bestself Behavioral Health 401(k) Plan
  • NET ind #5667

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 Minnesota →

Sag Holding LLC 401(k) Plan in the asset neighbourhood

Mastech Digital, Inc. 401(k) PlanMastech Digital, Inc. 401(k)…$32MRycon Construction 401(k) PlanRycon Construction 401(k) Pl…$32MSag Holding LLC 401(k) Plan$32MBestself Behavioral Health 401(k) PlanBestself Behavioral Health 4…$32MFamily Medical Center of Hart County, Psc Profit Sharing PlanFamily Medical Center of Har…$32M
End-of-year total assets ($M) among Sag Holding LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$7M
Employer EIN270337479
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sag Holding LLC)

Sponsor-wide plan assets over time

All Sag Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 59.73706975085993% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.3M $32.4M ▲ +59.7%
Year Plans Participants Total Assets
2022 1 78 $20M
2023 1 111 $26M
2024 1 93 $32M

Nearby 401(k) Plans in Minnesota

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

Sag Holding LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Sag Holding LLC 401(k) Plan, Total assets ($B): 0.032403393 · Participants: 93Sag Holding LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Sag Holding LLC 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Sag Holding LLC 401(k) Plan side-by-side with 3 peers →

Sag Holding LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Bestself Behavioral Health 401(k) Plan in NY ($32M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Sag Holding LLC 401(k) Plan assets move in 2024? ▼
Sag Holding LLC 401(k) Plan grew sharply - up 26.7% during 2024, from $26M to $32M. Reported net income was $7M.
How have Sag Holding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sag Holding LLC's sponsor-wide assets grew 59.7%, from $20M to $32M.
Where does Sag Holding LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sag Holding LLC 401(k) Plan ranks in the 78th 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 Sag Holding LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bestself Behavioral Health 401(k) Plan in NY ($32M, 1,119 participants).
Which 401(k) plans cover a similar participant headcount to Sag Holding LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M 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 270337479.

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.