401(k) · DOL Form 5500 · 2023

Saunders & Associates, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
32
Participants Small participant base
51st
Percentile by assets National rank
$222,096
Avg per participant Above avg balance/head
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Official DOL plan name: Saunders & Associates, LLC 401(k) Profit Sharing Plan · Sponsored by Saunders & Associates, LLC · Arizona · Manufacturing

$7M in assets, 32 participants

Saunders & Associates, LLC's Saunders & Associates, LLC 401(k) Profit Sharing Plan reported $7M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,675 in Manufacturing (18,722 peers)

Saunders & Associates, LLC multi-year trail

Saunders & Associates, LLC's plans moved +29.0% in assets from 2022 to 2024; this filing shows Saunders & Associates, LLC 401(k) Profit Sharing Plan at $7M / 32 participants.

#6,675
in Manufacturing (18,722 peers)
+16.2%
assets growth YoY

Saunders & Associates, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Saunders & Associates, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$7,107,069 Top 49% higher than 51% 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

Saunders & Associates, LLC 401(k) 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. Saunders & Associates, LLC 401(k) Profit Sharing Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Saunders & Associates, LLC 401(k) Profit Sharing Plan reported net income rose from -$824K in the plan year 2022 filing to $993K in the plan year 2023 filing.
  • Saunders & Associates, LLC 401(k) 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 →

EBSA filing schedule strip

Filing strip 262460807 · Saunders & Associates, LLC PY 2023 · 401(k)

Saunders & Associates, LLC 401(k) Profit Sharing Plan · $7M · 32 · 51st

  • RANK $7M
  • RANK 32
  • RANK 51st
  • RANK 401(k)
  • RANK near Lionel, LLC Retirement and Savings Plan
  • RANK ind #6675

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 Manufacturing retirement plans → · Plans in Arizona →

Saunders & Associates, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Saunders & Associates, LLC 401(k) Profit Sharing PlanSaunders & Associates, LLC 4…$7MLionel, LLC Retirement and Savings PlanLionel, LLC Retirement and S…$7MBrownstone Group, Inc. 401(k) PlanBrownstone Group, Inc. 401(k…$7MHpg, LLC 401 (K) Retirement PlanHpg, LLC 401 (K) Retirement …$7MGully Icx 401(k) Plan$7M
End-of-year total assets ($M) among Saunders & Associates, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Saunders & Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Saunders & Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 29.019857995946946% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.11M $7.89M ▲ +29.1%
Year Plans Participants Total Assets
2022 1 32 $6M
2023 1 32 $7M
2024 1 30 $8M

Saunders & Associates, LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$993K
Employer EIN262460807
Plan Effective Date1974-11-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Saunders & Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Saunders & Associates, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.007107069 · Participants: 32Saunders & Associates, LLC 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Saunders & Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Saunders & Associates, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Saunders & Associates, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Lionel, LLC Retirement and Savings Plan in NC ($7M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Saunders & Associates, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Saunders & Associates, LLC 401(k) Profit Sharing Plan grew sharply - up 16.2% during 2023, from $6M to $7M. Reported net income was $993K.
How have Saunders & Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Saunders & Associates, LLC's sponsor-wide assets grew 29.0%, from $6M to $8M.
Which 401(k) plans are similar in size to Saunders & Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lionel, LLC Retirement and Savings Plan in NC ($7M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Saunders & Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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 262460807.

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.