401(k) · DOL Form 5500 · 2023

A.R. Sandri, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
307
Participants Below avg headcount
56th
Percentile by assets National rank
$28,298
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: A.R. Sandri, Inc. 401(k) Savings Plan · Sponsored by A.R. Sandri, Inc. · Massachusetts · Wholesale Trade

$9M in assets, 307 participants

A.R. Sandri, Inc.'s A.R. Sandri, Inc. 401(k) Savings Plan reported $9M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #2,941 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

A.R. Sandri, Inc. 401(k) Savings Plan covers 307 participants in Massachusetts, about 47% of the average Massachusetts filer (state average ~659 per filing). Assets: $9M.

#2,941
in Wholesale Trade (6,309 peers)
+2.5%
assets growth YoY

A.R. Sandri, Inc. 401(k) Savings Plan's mid-pack asset rank among Wholesale Trade and all filers

A.R. Sandri, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$8,687,619 Top 44% higher than 56% 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

A.R. Sandri, Inc. 401(k) 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. A.R. Sandri, Inc. 401(k) Savings Plan sits mid-pack in the medium band (307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A.R. Sandri, Inc. 401(k) Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $211K in the plan year 2023 filing.
  • A.R. Sandri, Inc. 401(k) Savings Plan reported participants rose from 297 in the plan year 2022 filing to 307 in the plan year 2023 filing.
  • A.R. Sandri, Inc. 401(k) Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042037552 · A.R. Sandri, Inc. PY 2023 · 401(k)

A.R. Sandri, Inc. 401(k) Savings Plan · $9M · 307 · 56th

  • TYPE $9M
  • NET 307
  • BOOK 56th
  • VS-ST 401(k)
  • BOY near Uniworld Group, Inc. Savings and Investment Plan
  • SCH ind #2941

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 Wholesale Trade retirement plans → · Plans in Massachusetts →

A.R. Sandri, Inc. 401(k) Savings Plan in the asset neighbourhood

A.R. Sandri, Inc. 401(k) Savings PlanA.R. Sandri, Inc. 401(k) Sav…$9MUniworld Group, Inc. Savings and Investment PlanUniworld Group, Inc. Savings…$9MInfluxdata Inc. Retirement TrustInfluxdata Inc. Retirement T…$9MVerplank Family Holding Co. Profit-Sharing and 401(k) PlanVerplank Family Holding Co. …$9MFcp Groton LLC 401(k) Profit Sharing PlanFcp Groton LLC 401(k) Profit…$9M
End-of-year total assets ($M) among A.R. Sandri, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$211K
Employer EIN042037552
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.R. Sandri, Inc.)

Sponsor-wide plan assets over time

All A.R. Sandri, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 1.9130378564537938% vs 2022
2024 filing year
$8.4M$8.5M$8.6M$8.7M$8.8M 202220232024 $8.48M $8.64M ▲ +1.9%
Year Plans Participants Total Assets
2022 1 297 $8M
2023 1 307 $9M
2024 1 328 $9M

Nearby 401(k) Plans in Massachusetts

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

A.R. Sandri, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants A.R. Sandri, Inc. 401(k) Savings Plan, Total assets ($B): 0.008687619 · Participants: 307A.R. Sandri, Inc. 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
A.R. Sandri, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare A.R. Sandri, Inc. 401(k) Savings Plan side-by-side with 3 peers →

A.R. Sandri, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Uniworld Group, Inc. Savings and Investment Plan in NY ($9M); by covered participants it is Reliable Heating and Air 401(k) Plan in GA (307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (307 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 A.R. Sandri, Inc. 401(k) Savings Plan assets move in 2023? ▼
A.R. Sandri, Inc. 401(k) Savings Plan edged up modestly - up 2.5% during 2023, from $8M to $9M. Reported net income was $211K.
How have A.R. Sandri, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.R. Sandri, Inc.'s sponsor-wide assets grew 1.9%, from $8M to $9M.
Which 401(k) plans are similar in size to A.R. Sandri, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uniworld Group, Inc. Savings and Investment Plan in NY ($9M, 100 participants).
Which 401(k) plans cover a similar participant headcount to A.R. Sandri, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reliable Heating and Air 401(k) Plan in GA (307 participants, $5M 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 042037552.

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.