401(k) · DOL Form 5500 · 2023

Sandalwood Management, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
192
Participants Below avg headcount
38th
Percentile by assets National rank
$17,933
Avg per participant Low balance/head
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Official DOL plan name: Sandalwood Management, Inc. 401(k) Plan · Sponsored by Sandalwood Management, Inc. · Texas · Real Estate

$3M in assets, 192 participants

Sandalwood Management, Inc.'s Sandalwood Management, Inc. 401(k) Plan reported $3M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,724 in Real Estate (4,727 peers)

Coverage in Texas

Sandalwood Management, Inc. 401(k) Plan covers 192 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#2,724
in Real Estate (4,727 peers)
-9.3%
assets change YoY

The plan reported a net loss of $351K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sandalwood Management, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Sandalwood Management, Inc. 401(k) Plan vs every filed plan by assets

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

$3,443,147 38th percentile higher than 38% 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

Sandalwood Management, Inc. 401(k) 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. Sandalwood Management, Inc. 401(k) Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sandalwood Management, Inc. 401(k) Plan reported net income rose from -$570K in the plan year 2022 filing to -$351K in the plan year 2023 filing.
  • Sandalwood Management, Inc. 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sandalwood Management, Inc. 401(k) Plan reported participants fell from 210 in the plan year 2022 filing to 192 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742391218 · Sandalwood Management, Inc. PY 2023 · 401(k)

Sandalwood Management, Inc. 401(k) Plan · $3M · 192 · 38th

  • BOY $3M
  • SCH 192
  • EBSA 38th
  • PART 401(k)
  • TYPE near Psh Corp. D/B/a John Herbert Company Profit Sharing Plan and Trust
  • NET ind #2724

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 Real Estate retirement plans → · Plans in Texas →

Sandalwood Management, Inc. 401(k) Plan in the asset neighbourhood

Sandalwood Management, Inc. 401(k) PlanSandalwood Management, Inc. …$3MPsh Corp. D/B/a John Herbert Company Profit Sharing Plan and TrustPsh Corp. D/B/a John Herbert…$3MMomo Holdings LLC 401(k) Plan$3MRoserock Veterinary Hospital 401(k) PlanRoserock Veterinary Hospital…$3MAll Peo, Inc. Retirement Savings PlanAll Peo, Inc. Retirement Sav…$3M
End-of-year total assets ($M) among Sandalwood Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$351K
Employer EIN742391218
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sandalwood Management, Inc.)

Sponsor-wide plan assets over time

All Sandalwood Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.926381475723048% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.79M $4.13M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 210 $4M
2023 1 192 $3M
2024 1 201 $4M

Nearby 401(k) Plans in Texas

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

Sandalwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sandalwood Management, Inc. 401(k) Plan, Total assets ($B): 0.003443147 · Participants: 192Sandalwood Management, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sandalwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sandalwood Management, Inc. 401(k) Plan side-by-side with 3 peers →

Sandalwood Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Psh Corp. D/B/a John Herbert Company Profit Sharing Plan and Trust in NY ($3M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Sandalwood Management, Inc. 401(k) Plan assets move in 2023? ▼
Sandalwood Management, Inc. 401(k) Plan pulled back noticeably - down 9.3% during 2023, from $4M to $3M. Reported net income was -$351K.
How have Sandalwood Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandalwood Management, Inc.'s sponsor-wide assets grew 8.9%, from $4M to $4M.
Which 401(k) plans are similar in size to Sandalwood Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Psh Corp. D/B/a John Herbert Company Profit Sharing Plan and Trust in NY ($3M, 23 participants).
Which 401(k) plans cover a similar participant headcount to Sandalwood Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T Enterprises 401(k) Plan in MS (192 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 742391218.

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.