401(k) · DOL Form 5500 · 2022
Sandalwood Securities, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: Martin J. Gross Profit Sharing Plan · Sponsored by Sandalwood Securities, Inc. · New Jersey · Finance & Insurance
$13M in assets, 11 participants
Sandalwood Securities, Inc.'s Martin J. Gross Profit Sharing Plan reported $13M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #5,018 in Finance & Insurance (9,261 peers)
Sandalwood Securities, Inc. multi-year trail
Sandalwood Securities, Inc.'s plans moved +35.0% in assets from 2022 to 2024; this filing shows Martin J. Gross Profit Sharing Plan at $13M / 11 participants.
- #5,018
- in Finance & Insurance (9,261 peers)
- -3.1%
- assets change YoY
The plan reported a net loss of $416K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Martin J. Gross Profit Sharing Plan's outsized position by total assets
Martin J. Gross Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,119,611 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Martin J. Gross Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Martin J. Gross Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 223044848 · Sandalwood Securities, Inc. PY 2022 · 401(k)
Martin J. Gross Profit Sharing Plan · $13M · 11 · 70th
- NET $13M
- BOOK 11
- VS-ST 70th
- BOY 401(k)
- SCH near Alpha Corporation 401(k) Retirement Plan
- EBSA ind #5018
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 New Jersey →
Martin J. Gross Profit Sharing Plan in the asset neighbourhood
Sandalwood Securities, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sandalwood Securities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 34.96243905402378% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $13M |
| 2023 | 1 | 11 | $15M |
| 2024 | 1 | 11 | $18M |
Sandalwood Securities, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$416K |
| Employer EIN | 223044848 |
| Plan Effective Date | 1983-12-20 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Martin J. Gross Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Alpha Corporation 401(k) Retirement Plan in VA ($13M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Alpha Corporation 401(k) Retirement Plan (VA) $13M · 115
- Manko Window Systems, Inc. 401(k) Profit Sharing Plan (KS) $13M · 293
- Inman Mills 401(k) Retirement Savings Plan (SC) $13M · 544
- Planet Technologies 401(k) Plan (MD) $13M · 291
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Oceanside Car Wash Inc Profit Sharing Plan (CA) 11 · 0 off
- The Princeton Club of New York, Inc. 401(k) Plan (MA) 11 · 0 off
- Rhg Profit Sharing Plan (GA) 11 · 0 off
- Thrive Wealth Management, LLC 401(k) Plan (PA) 11 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.