401(k) · DOL Form 5500 · 2023

Sandalwood Securities, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
11
Participants Small participant base
67th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Martin J. Gross Profit Sharing Plan · Sponsored by Sandalwood Securities, Inc. · New Jersey · Finance & Insurance

$15M in assets, 11 participants

Sandalwood Securities, Inc.'s Martin J. Gross Profit Sharing Plan reported $15M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,635 in Finance & Insurance (8,869 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 $15M / 11 participants.

#4,635
in Finance & Insurance (8,869 peers)
+14.2%
assets growth YoY

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 2023 · DOL Form 5500

$14,984,336 Top 33% higher than 67% of 127,068 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 2023

Martin J. Gross Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 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.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Martin J. Gross Profit Sharing Plan reported net income rose from -$416K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Martin J. Gross Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223044848 · Sandalwood Securities, Inc. PY 2023 · 401(k)

Martin J. Gross Profit Sharing Plan · $15M · 11 · 67th

  • PCT $15M
  • PCT 11
  • PCT 67th
  • PCT 401(k)
  • PCT near Ceh Automotive Corp. Employees' Profit Sharing Plan
  • PCT ind #4635

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

Friendship Community Care Inc. 401(k) Profit Sharing PlanFriendship Community Care In…$15MMartin J. Gross Profit Sharing PlanMartin J. Gross Profit Shari…$15MCeh Automotive Corp. Employees' Profit Sharing PlanCeh Automotive Corp. Employe…$15MRough Country 401(k) Profit Sharing PlanRough Country 401(k) Profit …$15MEco-Energy, LLC 401(k) Profit Sharing Plan and TrustEco-Energy, LLC 401(k) Profi…$15M
End-of-year total assets ($M) among Martin J. Gross Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$12M$14M$16M$18M$20M 202220232024 $13.1M $17.7M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 11 $13M
2023 1 11 $15M
2024 1 11 $18M

Sandalwood Securities, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN223044848
Plan Effective Date1983-12-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Martin J. Gross Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Martin J. Gross Profit Sharing Plan, Total assets ($B): 0.014984336 · Participants: 11Martin J. Gross Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Martin J. Gross Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Martin J. Gross Profit Sharing Plan side-by-side with 3 peers →

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 Ceh Automotive Corp. Employees' Profit Sharing Plan in AZ ($15M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Martin J. Gross Profit Sharing Plan assets move in 2023? ▼
Martin J. Gross Profit Sharing Plan grew at a solid clip - up 14.2% during 2023, from $13M to $15M. Reported net income was $2M.
How have Sandalwood Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandalwood Securities, Inc.'s sponsor-wide assets grew 35.0%, from $13M to $18M.
Which 401(k) plans are similar in size to Martin J. Gross Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ceh Automotive Corp. Employees' Profit Sharing Plan in AZ ($15M, 152 participants).
Which 401(k) plans cover a similar participant headcount to Martin J. Gross Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223044848.

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.