401(k) · DOL Form 5500 · 2023

Sartori Company 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
602
Participants Below avg headcount
82nd
Percentile by assets National rank
$61,574
Avg per participant Low balance/head
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Official DOL plan name: Sartori Company Retirement Savings Plan · Sponsored by Sartori Company · Wisconsin · Manufacturing

$37M in assets, 602 participants

Sartori Company's Sartori Company Retirement Savings Plan reported $37M in total assets and 602 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,961 in Manufacturing (18,722 peers)

Where Sartori Company Retirement Savings Plan sits by assets

Sartori Company Retirement Savings Plan sits in the top quartile of all filed plans by assets, $37M for 602 participants (~$61,574/participant), up 8.7% in 2023.

#13,961
in Manufacturing (18,722 peers)
+8.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sartori Company Retirement Savings Plan's outsized position by total assets

Sartori Company Retirement Savings Plan vs every filed plan by assets

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

$37,067,485 Top 18% higher than 82% 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

Sartori Company Retirement 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. Sartori Company Retirement Savings Plan sits mid-pack in the medium band (602 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sartori Company Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sartori Company Retirement Savings Plan reported participants rose from 521 in the plan year 2022 filing to 602 in the plan year 2023 filing.
  • Sartori Company Retirement Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390768447 · Sartori Company PY 2023 · 401(k)

Sartori Company Retirement Savings Plan · $37M · 602 · 82nd

  • NET $37M
  • BOOK 602
  • VS-ST 82nd
  • BOY 401(k)
  • SCH near Preco Inc. Profit Sharing/401(k) Savings Plan
  • EBSA ind #13961

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 Manufacturing retirement plans → · Plans in Wisconsin →

Sartori Company Retirement Savings Plan in the asset neighbourhood

Global Shop Solutions, Inc. 401(k) PlanGlobal Shop Solutions, Inc. …$37MSartori Company Retirement Savings PlanSartori Company Retirement S…$37MPreco Inc. Profit Sharing/401(k) Savings PlanPreco Inc. Profit Sharing/40…$37MBoman & Kemp Manufacturing, Inc. 401(k) Retirement Savings PlanBoman & Kemp Manufacturing, …$37MBaton Rouge Cardiology Center, LLC Profit Sharing PlanBaton Rouge Cardiology Cente…$37M
End-of-year total assets ($M) among Sartori Company Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$37M
Net Income$3M
Employer EIN390768447
Plan Effective Date1991-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sartori Company)

Sponsor-wide plan assets over time

All Sartori Company plans reported in each filing year

Latest sponsor-wide plan assets
$41M 19.465756915772282% vs 2022
2024 filing year
$32M$34M$36M$38M$40M$42M 202220232024 $34.1M $40.7M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 521 $34M
2023 1 602 $37M
2024 1 629 $41M

Nearby 401(k) Plans in Wisconsin

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

Sartori Company Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Sartori Company Retirement Savings Plan, Total assets ($B): 0.037067485 · Participants: 602Sartori Company Retirement Savings 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
Sartori Company Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Sartori Company Retirement Savings Plan side-by-side with 3 peers →

Sartori Company Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Preco Inc. Profit Sharing/401(k) Savings Plan in KS ($37M); by covered participants it is Auto Mall 46, Inc. 401(k) Plan in NJ (602 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (602 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 Sartori Company Retirement Savings Plan assets move in 2023? ▼
Sartori Company Retirement Savings Plan grew at a solid clip - up 8.7% during 2023, from $34M to $37M. Reported net income was $3M.
How have Sartori Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sartori Company's sponsor-wide assets grew 19.5%, from $34M to $41M.
Where does Sartori Company Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Sartori Company Retirement Savings Plan ranks in the 82nd 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 Sartori Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Preco Inc. Profit Sharing/401(k) Savings Plan in KS ($37M, 212 participants).
Which 401(k) plans cover a similar participant headcount to Sartori Company Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Auto Mall 46, Inc. 401(k) Plan in NJ (602 participants, $3M 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 390768447.

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.