401(k) · DOL Form 5500 · 2023

Sani-Matic, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
149
Participants Small participant base
72nd
Percentile by assets National rank
$126,447
Avg per participant Near avg balance/head
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Official DOL plan name: Sani-Matic, Inc. Retirement Savings Plan · Sponsored by Sani-Matic, Inc. · Wisconsin · Manufacturing

$19M in assets, 149 participants

Sani-Matic, Inc.'s Sani-Matic, Inc. Retirement Savings Plan reported $19M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #11,430 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Sani-Matic, Inc. Retirement Savings Plan covers 149 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $19M.

#11,430
in Manufacturing (18,722 peers)
+24.7%
assets growth YoY

Sani-Matic, Inc. Retirement Savings Plan's outsized position by total assets

Sani-Matic, Inc. Retirement Savings Plan vs every filed plan by assets

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

$18,840,655 Top 28% higher than 72% 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

Sani-Matic, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sani-Matic, Inc. Retirement Savings Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sani-Matic, Inc. Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sani-Matic, Inc. Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Sani-Matic, Inc. Retirement Savings Plan reported participants rose from 138 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 392044486 · Sani-Matic, Inc. PY 2023 · 401(k)

Sani-Matic, Inc. Retirement Savings Plan · $19M · 149 · 72nd

  • PCT $19M
  • EIN 149
  • RANK 72nd
  • PHOTO 401(k)
  • IND near Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan
  • EOY ind #11430

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 Wisconsin →

Sani-Matic, Inc. Retirement Savings Plan in the asset neighbourhood

Sani-Matic, Inc. Retirement Savings PlanSani-Matic, Inc. Retirement …$19MPepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit PlanPepsi-Cola Bottling Co. of D…$19MDbr Engineering Consultants, Inc. 401(k) PlanDbr Engineering Consultants,…$19MWise Business Forms, Inc 401(k) Profit Sharing Plan & TrustWise Business Forms, Inc 401…$19MRj Noble & Affiliated Companies 401(k) Profit Sharing PlanRj Noble & Affiliated Compan…$19M
End-of-year total assets ($M) among Sani-Matic, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN392044486
Plan Effective Date2005-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sani-Matic, Inc.)

Sponsor-wide plan assets over time

All Sani-Matic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 35.24814885601423% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $20.4M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 138 $15M
2023 1 149 $19M
2024 1 157 $20M

Nearby 401(k) Plans in Wisconsin

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

Sani-Matic, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Sani-Matic, Inc. Retirement Savings Plan, Total assets ($B): 0.018840655 · Participants: 149Sani-Matic, Inc. Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Sani-Matic, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Sani-Matic, Inc. Retirement Savings Plan side-by-side with 3 peers →

Sani-Matic, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA ($19M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Sani-Matic, Inc. Retirement Savings Plan assets move in 2023? ▼
Sani-Matic, Inc. Retirement Savings Plan grew sharply - up 24.7% during 2023, from $15M to $19M. Reported net income was $4M.
How have Sani-Matic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sani-Matic, Inc.'s sponsor-wide assets grew 35.2%, from $15M to $20M.
Which 401(k) plans are similar in size to Sani-Matic, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA ($19M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Sani-Matic, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 392044486.

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.