401(k) · DOL Form 5500 · 2023

Sandata Technologies, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
297
Participants Below avg headcount
79th
Percentile by assets National rank
$100,076
Avg per participant Below avg balance/head
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Official DOL plan name: Sandata, LLC 401(k) Salary Savings Plan · Sponsored by Sandata Technologies, LLC · New York · Professional & Technical Services

$30M in assets, 297 participants

Sandata Technologies, LLC's Sandata, LLC 401(k) Salary Savings Plan reported $30M in total assets and 297 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.

  • #16,173 in Professional & Technical Services (20,321 peers)

Coverage in New York

Sandata, LLC 401(k) Salary Savings Plan covers 297 participants in New York, about 37% of the average New York filer (state average ~798 per filing). Assets: $30M.

#16,173
in Professional & Technical Services (20,321 peers)
+17.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sandata, LLC 401(k) Salary Savings Plan's outsized position by total assets

Sandata, LLC 401(k) Salary Savings Plan vs every filed plan by assets

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

$29,722,511 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

Sandata, LLC 401(k) Salary 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. Sandata, LLC 401(k) Salary Savings Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sandata, LLC 401(k) Salary Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sandata, LLC 401(k) Salary Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Sandata, LLC 401(k) Salary Savings Plan reported participants fell from 314 in the plan year 2022 filing to 297 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 272047041 · Sandata Technologies, LLC PY 2023 · 401(k)

Sandata, LLC 401(k) Salary Savings Plan · $30M · 297 · 79th

  • EBSA $30M
  • EBSA 297
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near American Excelsior Company 401(k) Savings Plan
  • EBSA ind #16173

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 Professional & Technical Services retirement plans → · Plans in New York →

Sandata, LLC 401(k) Salary Savings Plan in the asset neighbourhood

Sandata, LLC 401(k) Salary Savings PlanSandata, LLC 401(k) Salary S…$30MAmerican Excelsior Company 401(k) Savings PlanAmerican Excelsior Company 4…$30MJordan Timberlands, Inc. 401(k)/Profit Sharing PlanJordan Timberlands, Inc. 401…$30MH.S. Inc. 401(k) and Profit Sharing PlanH.S. Inc. 401(k) and Profit …$30MArt's Rental Equipment, Inc. 401(k) Retirement Savings Plan & TrustArt's Rental Equipment, Inc.…$30M
End-of-year total assets ($M) among Sandata, LLC 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN272047041
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sandata Technologies, LLC)

Sponsor-wide plan assets over time

All Sandata Technologies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.476454572085675% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.4M $31.6M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 314 $25M
2023 1 297 $30M
2024 1 265 $32M

Nearby 401(k) Plans in New York

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

Sandata, LLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sandata, LLC 401(k) Salary Savings Plan, Total assets ($B): 0.029722511 · Participants: 297Sandata, LLC 401(k) Salary Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sandata, LLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sandata, LLC 401(k) Salary Savings Plan side-by-side with 3 peers →

Sandata, LLC 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is American Excelsior Company 401(k) Savings Plan in TX ($30M); by covered participants it is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Sandata, LLC 401(k) Salary Savings Plan assets move in 2023? ▼
Sandata, LLC 401(k) Salary Savings Plan grew sharply - up 17.1% during 2023, from $25M to $30M. Reported net income was $4M.
How have Sandata Technologies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandata Technologies, LLC's sponsor-wide assets grew 24.5%, from $25M to $32M.
Where does Sandata, LLC 401(k) Salary Savings Plan rank by assets among Form 5500 filers? ▼
Sandata, LLC 401(k) Salary Savings 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 Sandata, LLC 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Excelsior Company 401(k) Savings Plan in TX ($30M, 457 participants).
Which 401(k) plans cover a similar participant headcount to Sandata, LLC 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) & Profit Sharing Plan in IN (297 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 272047041.

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.