401(k) · DOL Form 5500 · 2023

Santram Management Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$967,886
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Santram Management Corporation 401(k) Profit Sharing Plan · Sponsored by Santram Management Corporation · Florida · Finance & Insurance

$2M in assets, 2 participants

Santram Management Corporation's Santram Management Corporation 401(k) Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,806 in Finance & Insurance (8,869 peers)

Santram Management Corporation multi-year trail

Santram Management Corporation's plans moved -35.7% in assets from 2022 to 2024; this filing shows Santram Management Corporation 401(k) Profit Sharing Plan at $2M / 2 participants.

#1,806
in Finance & Insurance (8,869 peers)
+6.7%
assets growth YoY

Santram Management Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets

Santram Management Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,935,771 30th percentile higher than 30% 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

Santram Management Corporation 401(k) 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. Santram Management Corporation 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santram Management Corporation 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2022 filing to $121K in the plan year 2023 filing.
  • Santram Management Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 882489688 · Santram Management Corporation PY 2023 · 401(k)

Santram Management Corporation 401(k) Profit Sharing Plan · $2M · 2 · 30th

  • PCT $2M
  • EIN 2
  • RANK 30th
  • PHOTO 401(k)
  • IND near Alban-Wertheimer Orthopaedic Group 401(k) Plan
  • EOY ind #1806

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 Florida →

Santram Management Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Santram Management Corporation 401(k) Profit Sharing PlanSantram Management Corporati…$2MAlban-Wertheimer Orthopaedic Group 401(k) PlanAlban-Wertheimer Orthopaedic…$2MCertes Networks, Inc. 401(k) Profit Sharing Plan and TrustCertes Networks, Inc. 401(k)…$2MMammoth Electric, Inc. 401(k) & Profit Sharing PlanMammoth Electric, Inc. 401(k…$2MEcho Offshore, LLC 401(k) PlanEcho Offshore, LLC 401(k) Pl…$2M
End-of-year total assets ($M) among Santram Management Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Santram Management Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Santram Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.72971769397723% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.81M $1.17M ▼ -35.4%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $1M

Santram Management Corporation filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$121K
Employer EIN882489688
Plan Effective Date2022-07-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Santram Management Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Santram Management Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.001935771 · Participants: 2Santram Management Corporation 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Santram Management Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Santram Management Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Santram Management Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Alban-Wertheimer Orthopaedic Group 401(k) Plan in CA ($2M); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Santram Management Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Santram Management Corporation 401(k) Profit Sharing Plan grew at a solid clip - up 6.7% during 2023, from $2M to $2M. Reported net income was $121K.
How have Santram Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santram Management Corporation's sponsor-wide assets declined 35.7%, from $2M to $1M.
Which 401(k) plans are similar in size to Santram Management Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alban-Wertheimer Orthopaedic Group 401(k) Plan in CA ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Santram Management Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 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 882489688.

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.