Profit Sharing · DOL Form 5500 · 2023

Sandler and Rosen, LLP Employees Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
5
Participants Small participant base
50th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Sandler and Rosen, LLP Employees Profit Sharing Plan · Sponsored by Sandler and Rosen, LLP Employees Profit Sharing Plan · California · Professional & Technical Services

$7M in assets, 5 participants

Sandler and Rosen, LLP Employees Profit Sharing Plan's Sandler and Rosen, LLP Employees Profit Sharing Plan reported $7M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,732 in Professional & Technical Services (20,321 peers)

Sandler and Rosen, LLP Employees Profit Sharing Plan multi-year trail

Sandler and Rosen, LLP Employees Profit Sharing Plan's plans moved -41.2% in assets from 2022 to 2024; this filing shows Sandler and Rosen, LLP Employees Profit Sharing Plan at $7M / 5 participants.

#9,732
in Professional & Technical Services (20,321 peers)
+11.6%
assets growth YoY

Sandler and Rosen, LLP Employees Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sandler and Rosen, LLP Employees Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,524,800 Top 50% higher than 50% 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

Sandler and Rosen, LLP Employees Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sandler and Rosen, LLP Employees Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sandler and Rosen, LLP Employees Profit Sharing Plan reported net income rose from -$891K in the plan year 2022 filing to $678K in the plan year 2023 filing.
  • Sandler and Rosen, LLP Employees Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952057281 · Sandler and Rosen, LLP Employees Profit Sharing Plan PY 2023 · Profit Sharing

Sandler and Rosen, LLP Employees Profit Sharing Plan · $7M · 5 · 50th

  • EIN $7M
  • EIN 5
  • EIN 50th
  • EIN Profit Sharing
  • EIN near Sunnyside Properties, Inc. Retirement Plan
  • EIN ind #9732

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 California →

Sandler and Rosen, LLP Employees Profit Sharing Plan in the asset neighbourhood

Guardian Venture Corp. Retirement PlanGuardian Venture Corp. Retir…$7MSupermercado Maximo, Inc. Retirement PlanSupermercado Maximo, Inc. Re…$7MArch Financial Services, Inc. Profit Sharing PlanArch Financial Services, Inc…$7MSandler and Rosen, LLP Employees Profit Sharing PlanSandler and Rosen, LLP Emplo…$7MSunnyside Properties, Inc. Retirement PlanSunnyside Properties, Inc. R…$7M
End-of-year total assets ($M) among Sandler and Rosen, LLP Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sandler and Rosen, LLP Employees Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Sandler and Rosen, LLP Employees Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 41.15099182414882% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $5.85M $3.44M ▼ -41.2%
Year Plans Participants Total Assets
2022 1 5 $6M
2023 1 5 $7M
2024 2 8 $3M

Sandler and Rosen, LLP Employees Profit Sharing Plan filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$678K
Employer EIN952057281
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sandler and Rosen, LLP Employees Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Sandler and Rosen, LLP Employees Profit Sharing Plan, Total assets ($B): 0.0065248 · Participants: 5Sandler and Rosen, LLP Employees Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Sandler and Rosen, LLP Employees Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sandler and Rosen, LLP Employees Profit Sharing Plan side-by-side with 3 peers →

Sandler and Rosen, LLP Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Sunnyside Properties, Inc. Retirement Plan in FL ($7M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Sandler and Rosen, LLP Employees Profit Sharing Plan assets move in 2023? ▼
Sandler and Rosen, LLP Employees Profit Sharing Plan grew at a solid clip - up 11.6% during 2023, from $6M to $7M. Reported net income was $678K.
How have Sandler and Rosen, LLP Employees Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandler and Rosen, LLP Employees Profit Sharing Plan's sponsor-wide assets declined 41.2%, from $6M to $3M.
Which Profit Sharing plans are similar in size to Sandler and Rosen, LLP Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sunnyside Properties, Inc. Retirement Plan in FL ($7M, 288 participants).
Which Profit Sharing plans cover a similar participant headcount to Sandler and Rosen, LLP Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 participants, N/A 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 952057281.

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.