401(k) · DOL Form 5500 · 2022

Sandler, Travis & Rosenberg P.a. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
68
Participants Small participant base
78th
Percentile by assets National rank
$306,882
Avg per participant High balance/head
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Official DOL plan name: St&r/Wti Retirement Savings Plan · Sponsored by Sandler, Travis & Rosenberg P.a. · Florida · Professional & Technical Services

$21M in assets, 68 participants

Sandler, Travis & Rosenberg P.a.'s St&r/Wti Retirement Savings Plan reported $21M in total assets and 68 participants in its 2022 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.

  • #16,858 in Professional & Technical Services (21,562 peers)

Where St&r/Wti Retirement Savings Plan sits by assets

St&r/Wti Retirement Savings Plan sits in the top quartile of all filed plans by assets, $21M for 68 participants (~$306,882/participant), down 15.3% in 2022.

#16,858
in Professional & Technical Services (21,562 peers)
-15.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St&r/Wti Retirement Savings Plan's outsized position by total assets

St&r/Wti Retirement Savings Plan vs every filed plan by assets

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

$20,867,972 Top 22% higher than 78% 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

St&r/Wti Retirement 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. St&r/Wti Retirement Savings Plan is a small filing (68 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 592027519 · Sandler, Travis & Rosenberg P.a. PY 2022 · 401(k)

St&r/Wti Retirement Savings Plan · $21M · 68 · 78th

  • EBSA $21M
  • EBSA 68
  • EBSA 78th
  • EBSA 401(k)
  • EBSA near A. Epstein and Sons International, Inc Salary Savings Plan
  • EBSA ind #16858

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 Professional & Technical Services retirement plans → · Plans in Florida →

St&r/Wti Retirement Savings Plan in the asset neighbourhood

St&r/Wti Retirement Savings PlanSt&r/Wti Retirement Savings …$21MA. Epstein and Sons International, Inc Salary Savings PlanA. Epstein and Sons Internat…$21MAssociated Clinicians of East Texas Retirement PlanAssociated Clinicians of Eas…$21MCalifornia Casualty Savings Investment Plan for Hourly EmployeesCalifornia Casualty Savings …$21MLiberty Hill Equity Partners 401(k) Profit Sharing PlanLiberty Hill Equity Partners…$21M
End-of-year total assets ($M) among St&r/Wti Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$21M
Net Income-$4M
Employer EIN592027519
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sandler, Travis & Rosenberg P.a.)

Sponsor-wide plan assets over time

All Sandler, Travis & Rosenberg P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 37.02399063981876% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $28.6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 68 $21M
2023 1 68 $25M
2024 1 72 $29M

Nearby 401(k) Plans in Florida

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

St&r/Wti Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants St&r/Wti Retirement Savings Plan, Total assets ($B): 0.020867972 · Participants: 68St&r/Wti Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
St&r/Wti Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare St&r/Wti Retirement Savings Plan side-by-side with 3 peers →

St&r/Wti Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is A. Epstein and Sons International, Inc Salary Savings Plan in IL ($21M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 St&r/Wti Retirement Savings Plan assets move in 2022? ▼
St&r/Wti Retirement Savings Plan declined sharply - down 15.3% during 2022, from $25M to $21M. Reported net income was -$4M.
How have Sandler, Travis & Rosenberg P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandler, Travis & Rosenberg P.a.'s sponsor-wide assets grew 37.0%, from $21M to $29M.
Where does St&r/Wti Retirement Savings Plan rank by assets among Form 5500 filers? ▼
St&r/Wti Retirement Savings Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to St&r/Wti Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is A. Epstein and Sons International, Inc Salary Savings Plan in IL ($21M, 140 participants).
Which 401(k) plans cover a similar participant headcount to St&r/Wti Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants, $15M 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 592027519.

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.