401(k) · DOL Form 5500 · 2023

Sendik's Management Company, Inc 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
1,050
Participants Near avg headcount
79th
Percentile by assets National rank
$28,768
Avg per participant Low balance/head
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Official DOL plan name: Sendik's Food Market Retirement Plan · Sponsored by Sendik's Management Company, Inc · Wisconsin · Retail Trade

$30M in assets, 1,050 participants

Sendik's Management Company, Inc's Sendik's Food Market Retirement Plan reported $30M in total assets and 1,050 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,385 in Retail Trade (8,414 peers)

Where Sendik's Food Market Retirement Plan sits by assets

Sendik's Food Market Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 1,050 participants (~$28,768/participant), up 17.8% in 2023.

#7,385
in Retail Trade (8,414 peers)
+17.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sendik's Food Market Retirement Plan's outsized position by total assets

Sendik's Food Market Retirement Plan vs every filed plan by assets

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

$30,206,855 Top 21% higher than 79% 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

Sendik's Food Market Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sendik's Food Market Retirement Plan lands in the large band (1,050 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sendik's Food Market Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sendik's Food Market Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Sendik's Food Market Retirement Plan reported participants fell from 1,069 in the plan year 2022 filing to 1,050 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203453258 · Sendik's Management Company, Inc PY 2023 · 401(k)

Sendik's Food Market Retirement Plan · $30M · 1,050 · 79th

  • ASSETS $30M
  • ASSETS 1,050
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near Roebbelen Management, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #7385

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 Retail Trade retirement plans → · Plans in Wisconsin →

Sendik's Food Market Retirement Plan in the asset neighbourhood

Sendik's Food Market Retirement PlanSendik's Food Market Retirem…$30MRoebbelen Management, Inc. 401(k) Profit Sharing PlanRoebbelen Management, Inc. 4…$30MThe Mcgraw Group of Affiliated Companies 401(k) PlanThe Mcgraw Group of Affiliat…$30MCoca-Cola Consolidated, Inc. Bargaining Employees 401(k) PlanCoca-Cola Consolidated, Inc.…$30MAmoco Federal Credit Union Capital Accumulation PlanAmoco Federal Credit Union C…$30M
End-of-year total assets ($M) among Sendik's Food Market Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN203453258
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sendik's Management Company, Inc)

Sponsor-wide plan assets over time

All Sendik's Management Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$34M 32.54611381593823% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.7M $34M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 1,069 $26M
2023 1 1,050 $30M
2024 1 1,140 $34M

Nearby 401(k) Plans in Wisconsin

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

Sendik's Food Market Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Sendik's Food Market Retirement Plan, Total assets ($B): 0.030206855 · Participants: 1050Sendik's Food Market Retirement 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
Sendik's Food Market Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Sendik's Food Market Retirement Plan side-by-side with 3 peers →

Sendik's Food Market Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Roebbelen Management, Inc. 401(k) Profit Sharing Plan in CA ($30M); by covered participants it is Retirement Savings Plan for Employees of Continental - Integration Plan in SC (1,050 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,050 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 Sendik's Food Market Retirement Plan assets move in 2023? ▼
Sendik's Food Market Retirement Plan grew sharply - up 17.8% during 2023, from $26M to $30M. Reported net income was $5M.
How have Sendik's Management Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sendik's Management Company, Inc's sponsor-wide assets grew 32.5%, from $26M to $34M.
Where does Sendik's Food Market Retirement Plan rank by assets among Form 5500 filers? ▼
Sendik's Food Market Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sendik's Food Market Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roebbelen Management, Inc. 401(k) Profit Sharing Plan in CA ($30M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Sendik's Food Market Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan for Employees of Continental - Integration Plan in SC (1,050 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 203453258.

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.