401(k) · DOL Form 5500 · 2023

Sand Dollar, Inc. 401(k) Plan

Data updated 2026-08-25

$875K
Total assets Small plan by assets
17
Participants Small participant base
23rd
Percentile by assets National rank
$51,455
Avg per participant Low balance/head
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Official DOL plan name: Sand Dollar 401 K Retirement Plan and Trust · Sponsored by Sand Dollar, Inc. · Colorado · Food Services & Accommodation

$875K in assets, 17 participants

Sand Dollar, Inc.'s Sand Dollar 401 K Retirement Plan and Trust reported $875K in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,194 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sand Dollar 401 K Retirement Plan and Trust ranks #2,194 of 3,828 2023 filers by assets (2237% of the sector average)-$875K for 17 participants.

#2,194
in Food Services & Accommodation (3,828 peers)
-2.3%
assets change YoY

The plan reported a net loss of $21K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sand Dollar 401 K Retirement Plan and Trust among the smaller filed plans by assets

Sand Dollar 401 K Retirement Plan and Trust vs every filed plan by assets

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

$874,727 23rd percentile higher than 23% 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

Sand Dollar 401 K Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sand Dollar 401 K Retirement Plan and Trust is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sand Dollar 401 K Retirement Plan and Trust reported net income fell from $41K in the plan year 2022 filing to -$21K in the plan year 2023 filing.
  • Sand Dollar 401 K Retirement Plan and Trust reported participants fell from 21 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Sand Dollar 401 K Retirement Plan and Trust end-of-year assets fell from $895K in the plan year 2022 filing to $875K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 208879599 · Sand Dollar, Inc. PY 2023 · 401(k)

Sand Dollar 401 K Retirement Plan and Trust · $875K · 17 · 23rd

  • PCT $875K
  • PCT 17
  • PCT 23rd
  • PCT 401(k)
  • PCT near Ata Employment Solutions LLC 401(k) Plan
  • PCT ind #2194

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 Food Services & Accommodation retirement plans → · Plans in Colorado →

Sand Dollar 401 K Retirement Plan and Trust in the asset neighbourhood

Sand Dollar 401 K Retirement Plan and TrustSand Dollar 401 K Retirement…$875KAta Employment Solutions LLC 401(k) PlanAta Employment Solutions LLC…$875KPharmaluxe, Inc. 401(k) Profit Sharing PlanPharmaluxe, Inc. 401(k) Prof…$875KNetwork Transport 401(k) Plan$875KMarrec Logistics Retirement PlanMarrec Logistics Retirement …$875K
End-of-year total assets ($M) among Sand Dollar 401 K Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$895K
Net Assets (End of Year)$875K
Net Income-$21K
Employer EIN208879599
Plan Effective Date2007-05-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Sand Dollar, Inc.)

Sponsor-wide plan assets over time

All Sand Dollar, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 22.913520734115462% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.9M $1.1M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 21 $895K
2023 1 17 $875K
2024 1 19 $1M

Nearby 401(k) Plans in Colorado

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

Sand Dollar 401 K Retirement Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Sand Dollar 401 K Retirement Plan and Trust, Total assets ($B): 0.000874727 · Participants: 17Sand Dollar 401 K Retirement Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Sand Dollar 401 K Retirement Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sand Dollar 401 K Retirement Plan and Trust side-by-side with 3 peers →

Sand Dollar 401 K Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Ata Employment Solutions LLC 401(k) Plan in TN ($875K); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($875K here).

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Sand Dollar 401 K Retirement Plan and Trust assets move in 2023? ▼
Sand Dollar 401 K Retirement Plan and Trust edged down modestly - down 2.3% during 2023, from $895K to $875K. Reported net income was -$21K.
How have Sand Dollar, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sand Dollar, Inc.'s sponsor-wide assets grew 22.9%, from $895K to $1M.
Where does Sand Dollar 401 K Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Sand Dollar 401 K Retirement Plan and Trust ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sand Dollar 401 K Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ata Employment Solutions LLC 401(k) Plan in TN ($875K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Sand Dollar 401 K Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 208879599.

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.