401(k) · DOL Form 5500 · 2022

Sanderson Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
22
Participants Small participant base
48th
Percentile by assets National rank
$199,055
Avg per participant Above avg balance/head
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Official DOL plan name: Sanderson Wealth Management, LLC 401(k) Savings Plan · Sponsored by Sanderson Wealth Management, LLC · New York · Finance & Insurance

$4M in assets, 22 participants

Sanderson Wealth Management, LLC's Sanderson Wealth Management, LLC 401(k) Savings Plan reported $4M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,068 in Finance & Insurance (9,261 peers)

Sanderson Wealth Management, LLC multi-year trail

Sanderson Wealth Management, LLC's plans moved +32.8% in assets from 2022 to 2024; this filing shows Sanderson Wealth Management, LLC 401(k) Savings Plan at $4M / 22 participants.

#3,068
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY

The plan reported a net loss of $674K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sanderson Wealth Management, LLC 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Sanderson Wealth Management, LLC 401(k) Savings Plan vs every filed plan by assets

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

$4,379,215 48th percentile higher than 48% 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

Sanderson Wealth Management, LLC 401(k) Savings 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. Sanderson Wealth Management, LLC 401(k) Savings Plan is a small filing (22 participants) on this national headcount ladder.

DOL schedule card

Filing strip 161605380 · Sanderson Wealth Management, LLC PY 2022 · 401(k)

Sanderson Wealth Management, LLC 401(k) Savings Plan · $4M · 22 · 48th

  • 5500 $4M
  • 5500 22
  • 5500 48th
  • 5500 401(k)
  • 5500 near The Connecticut Foodshare, Inc. Retirement Plan
  • 5500 ind #3068

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 York →

Sanderson Wealth Management, LLC 401(k) Savings Plan in the asset neighbourhood

Sanderson Wealth Management, LLC 401(k) Savings PlanSanderson Wealth Management,…$4MThe Connecticut Foodshare, Inc. Retirement PlanThe Connecticut Foodshare, I…$4MNorthwest Suburban Medical Associates, S.C. Employees' Savings PlanNorthwest Suburban Medical A…$4MWestern Payments Alliance 401(k) Profit Sharing PlanWestern Payments Alliance 40…$4MWrench.Lo 401(k) Plan$4M
End-of-year total assets ($M) among Sanderson Wealth Management, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sanderson Wealth Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sanderson Wealth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.7578801223507% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.38M $5.81M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 26 $5M
2024 1 26 $6M

Sanderson Wealth Management, LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$674K
Employer EIN161605380
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sanderson Wealth Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sanderson Wealth Management, LLC 401(k) Savings Plan, Total assets ($B): 0.004379215 · Participants: 22Sanderson Wealth Management, LLC 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Sanderson Wealth Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sanderson Wealth Management, LLC 401(k) Savings Plan side-by-side with 3 peers →

Sanderson Wealth Management, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Connecticut Foodshare, Inc. Retirement Plan in CT ($4M); by covered participants it is Bei 401(k) Plan in ID (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Sanderson Wealth Management, LLC 401(k) Savings Plan assets move in 2022? ▼
Sanderson Wealth Management, LLC 401(k) Savings Plan pulled back noticeably - down 13.3% during 2022, from $5M to $4M. Reported net income was -$674K.
How have Sanderson Wealth Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sanderson Wealth Management, LLC's sponsor-wide assets grew 32.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Sanderson Wealth Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Connecticut Foodshare, Inc. Retirement Plan in CT ($4M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Sanderson Wealth Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bei 401(k) Plan in ID (22 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161605380.

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.