401(k) · DOL Form 5500 · 2022

Sani-Matic, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
138
Participants Small participant base
73rd
Percentile by assets National rank
$109,459
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sani-Matic, Inc. Retirement Savings Plan · Sponsored by Sani-Matic, Inc. · Wisconsin · Manufacturing

$15M in assets, 138 participants

Sani-Matic, Inc.'s Sani-Matic, Inc. Retirement Savings Plan reported $15M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #12,801 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Sani-Matic, Inc. Retirement Savings Plan covers 138 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.

#12,801
in Manufacturing (20,602 peers)
-11.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sani-Matic, Inc. Retirement Savings Plan's outsized position by total assets

Sani-Matic, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$15,105,389 Top 27% higher than 73% of 139,123 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 2022

Sani-Matic, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sani-Matic, Inc. Retirement Savings Plan sits mid-pack in the medium band (138 participants).

Form 5500 schedule snapshot

Filing strip 392044486 · Sani-Matic, Inc. PY 2022 · 401(k)

Sani-Matic, Inc. Retirement Savings Plan · $15M · 138 · 73rd

  • EIN $15M
  • EIN 138
  • EIN 73rd
  • EIN 401(k)
  • EIN near Lightyear Capital 401(k)/Profit Sharing Plan
  • EIN ind #12801

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 Manufacturing retirement plans → · Plans in Wisconsin →

Sani-Matic, Inc. Retirement Savings Plan in the asset neighbourhood

Sani-Matic, Inc. Retirement Savings PlanSani-Matic, Inc. Retirement …$15MLightyear Capital 401(k)/Profit Sharing PlanLightyear Capital 401(k)/Pro…$15MTm Holdings, Inc. 401(k) Profit Sharing Plan and TrustTm Holdings, Inc. 401(k) Pro…$15MCannon Corporation 401(k) Profit Sharing PlanCannon Corporation 401(k) Pr…$15MArmy Navy Country Club 401(k) PlanArmy Navy Country Club 401(k…$15M
End-of-year total assets ($M) among Sani-Matic, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN392044486
Plan Effective Date2005-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sani-Matic, Inc.)

Sponsor-wide plan assets over time

All Sani-Matic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 35.24814885601423% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $20.4M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 138 $15M
2023 1 149 $19M
2024 1 157 $20M

Nearby 401(k) Plans in Wisconsin

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

Sani-Matic, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Sani-Matic, Inc. Retirement Savings Plan, Total assets ($B): 0.015105389 · Participants: 138Sani-Matic, Inc. Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Sani-Matic, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Sani-Matic, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lightyear Capital 401(k)/Profit Sharing Plan in NY ($15M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sani-Matic, Inc. Retirement Savings Plan assets move in 2022?
Sani-Matic, Inc. Retirement Savings Plan pulled back noticeably - down 11.2% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Sani-Matic, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sani-Matic, Inc.'s sponsor-wide assets grew 35.2%, from $15M to $20M.
Which 401(k) plans are similar in size to Sani-Matic, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Lightyear Capital 401(k)/Profit Sharing Plan in NY ($15M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Sani-Matic, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants, N/A in assets).