401(k) · DOL Form 5500 · 2023
Sandler, Travis & Rosenberg P.a. 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $363,016
- Avg per participant High balance/head
Official DOL plan name: St&r/Wti Retirement Savings Plan · Sponsored by Sandler, Travis & Rosenberg P.a. · Florida · Professional & Technical Services
$25M in assets, 68 participants
Sandler, Travis & Rosenberg P.a.'s St&r/Wti Retirement Savings Plan reported $25M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #15,557 in Professional & Technical Services (20,321 peers)
Where St&r/Wti Retirement Savings Plan sits by assets
St&r/Wti Retirement Savings Plan sits in the top quartile of all filed plans by assets, $25M for 68 participants (~$363,016/participant), up 18.3% in 2023.
- #15,557
- in Professional & Technical Services (20,321 peers)
- +18.3%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
St&r/Wti Retirement Savings Plan's outsized position by total assets
St&r/Wti Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,685,102 Top 24% higher than 76% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
St&r/Wti Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St&r/Wti Retirement Savings Plan is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St&r/Wti Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- St&r/Wti Retirement Savings Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
DOL schedule card
Filing strip 592027519 · Sandler, Travis & Rosenberg P.a. PY 2023 · 401(k)
St&r/Wti Retirement Savings Plan · $25M · 68 · 76th
- BOOK $25M
- BOOK 68
- BOOK 76th
- BOOK 401(k)
- BOOK near Autofocus, Inc. 401(k) Plan
- BOOK ind #15557
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 Florida →
St&r/Wti Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 592027519 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sandler, Travis & Rosenberg P.a.)
Sponsor-wide plan assets over time
All Sandler, Travis & Rosenberg P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 37.02399063981876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $21M |
| 2023 | 1 | 68 | $25M |
| 2024 | 1 | 72 | $29M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
St&r/Wti Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Autofocus, Inc. 401(k) Plan in AZ ($25M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
- Autofocus, Inc. 401(k) Plan (AZ) $25M · 251
- Ocean Beauty Seafoods LLC 401(k) Savings Plan (WA) $25M · 327
- Dexter Fastener Technologies, Inc. Retirement Plan (MI) $25M · 195
- Sagility 401(k) Plan (CO) $25M · 2,945
Similar participant headcount
Nearest other-state filings by covered participants (68 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.