401(k) · DOL Form 5500 · 2023

Piper Sandler Companies 401(k) Plan

Data updated 2026-08-11

$584M
Total assets
1,814
Participants
98th
Percentile by assets
$321,939
Avg per participant
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Official DOL plan name: Piper Sandler Companies Retirement Plan · Sponsored by Piper Sandler Companies · Minnesota · Finance & Insurance

$584M in assets, 1,814 participants

Piper Sandler Companies's Piper Sandler Companies Retirement Plan reported $584M in total assets and 1,814 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 127,072 plans)
  • #8,519 in Finance & Insurance (8,869 peers)

Where Piper Sandler Companies Retirement Plan sits by assets

Piper Sandler Companies Retirement Plan sits in the top 5% of all filed plans by assets, $584M for 1,814 participants (~$321,939/participant), up 20.9% in 2023.

$584M
total plan assets (2023 EOY)
1,814
covered participants
98th
percentile by assets (of 127,072 plans)
$321,939
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Piper Sandler Companies Retirement Plan reported net income rose from -$62M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Piper Sandler Companies Retirement Plan end-of-year assets rose from $483M in the plan year 2022 filing to $584M in the plan year 2023 filing.
  • Piper Sandler Companies Retirement Plan reported participants rose from 1,674 in the plan year 2022 filing to 1,814 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Piper Sandler Companies Retirement Plan vs the 2023 asset distribution

By assets, Piper Sandler Companies Retirement Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$483M
Net Assets (End of Year)$584M
Net Income$101M
Employer EIN300168701
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Piper Sandler Companies)

$400M$500M$600M$700M$800M 202220232024 $483M $692M ▲ +43.3%
Total plan assets by year, all Piper Sandler Companies plans on file
Year Plans Participants Total Assets
2022 1 1,674 $483M
2023 1 1,814 $584M
2024 1 1,761 $692M

Nearby 401(k) Plans in Minnesota

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

Piper Sandler Companies Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Piper Sandler Companies Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Piper Sandler Compan…Unitedhealth Group 4…Target Corporation 4…Medtronic Savings an…3M Voluntary Investm…U.S. Bank 401(k) Sav…
Piper Sandler Companies Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Piper Sandler Companies Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Piper Sandler Companies Retirement Plan assets move in 2023?
Piper Sandler Companies Retirement Plan grew sharply - up 20.9% during 2023, from $483M to $584M. Reported net income was $101M.
How have Piper Sandler Companies plan assets changed over time?
Across 3 plan years on file (2022-2024), Piper Sandler Companies's sponsor-wide assets grew 43.3%, from $483M to $692M.
Where does Piper Sandler Companies Retirement Plan rank by assets among Form 5500 filers?
Piper Sandler Companies Retirement Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Piper Sandler Companies Retirement Plan?
Among 401(k) plans in other states, the closest by assets is The Animation Guild 401(k) Plan in CA ($584M, 4,486 participants).

Next read for Piper Sandler Companies Retirement Plan

Scale reading

Ways to act on Piper Sandler Companies Retirement Plan's numbers.