401(k) · DOL Form 5500 · 2022
Sandberg, Phoenix & Von Gontard P.C 401(k) Plan
Data updated 2026-08-25
- $73M
- Total assets Below avg plan size
- 301
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $243,020
- Avg per participant Above avg balance/head
Official DOL plan name: Sandberg, Phoenix & Von Gontard P.C. Savings Plan · Sponsored by Sandberg, Phoenix & Von Gontard P.C · Missouri · Professional & Technical Services
$73M in assets, 301 participants
Sandberg, Phoenix & Von Gontard P.C's Sandberg, Phoenix & Von Gontard P.C. Savings Plan reported $73M in total assets and 301 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #19,837 in Professional & Technical Services (21,562 peers)
Coverage in Missouri
Sandberg, Phoenix & Von Gontard P.C. Savings Plan covers 301 participants in Missouri, about 41% of the average Missouri filer (state average ~737 per filing). Assets: $73M.
- #19,837
- in Professional & Technical Services (21,562 peers)
- +5.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Sandberg, Phoenix & Von Gontard P.C. Savings Plan's outsized position by total assets
Sandberg, Phoenix & Von Gontard P.C. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$73,148,913 Top 9% higher than 91% 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
Sandberg, Phoenix & Von Gontard P.C. 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. Sandberg, Phoenix & Von Gontard P.C. Savings Plan sits mid-pack in the medium band (301 participants).
EBSA filing schedule strip
Filing strip 431186987 · Sandberg, Phoenix & Von Gontard P.C PY 2022 · 401(k)
Sandberg, Phoenix & Von Gontard P.C. Savings Plan · $73M · 301 · 91st
- PART $73M
- PART 301
- PART 91st
- PART 401(k)
- PART near Sfm Mutual Insurance Company Savings and Retirement Plan
- PART ind #19837
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 Missouri →
Sandberg, Phoenix & Von Gontard P.C. Savings Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $4M |
| Employer EIN | 431186987 |
| Plan Effective Date | 1982-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sandberg, Phoenix & Von Gontard P.C)
Sponsor-wide plan assets over time
All Sandberg, Phoenix & Von Gontard P.C plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 27.011953000586626% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $73M |
| 2023 | 1 | 339 | $86M |
| 2024 | 1 | 349 | $93M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
Sandberg, Phoenix & Von Gontard P.C. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Sfm Mutual Insurance Company Savings and Retirement Plan in MN ($73M); by covered participants it is Norway Savings Bank 401(k) Plan in ME (301 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73M here).
- Sfm Mutual Insurance Company Savings and Retirement Plan (MN) $73M · 279
- Hendricks Group 401(k) Plan (WI) $73M · 2,524
- Boys & Girls Clubs of America National 401(k) Plan (GA) $73M · 471
- University Healthcare Alliance 401(k) Plan (CA) $73M · 1,223
Similar participant headcount
Nearest other-state filings by covered participants (301 participants); asset peers above are excluded.
- Norway Savings Bank 401(k) Plan (ME) 301 · 0 off
- Steven Douglas Associates LLC 401(k) Profit Sharing Plan (FL) 301 · 0 off
- Syfan Logistics 401(k) Plan (GA) 301 · 0 off
- Acceleration Academies 401(k) Plan (IL) 301 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.