401(k) · DOL Form 5500 · 2023

L. M. Sandler & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
439
Participants Below avg headcount
78th
Percentile by assets National rank
$63,171
Avg per participant Low balance/head
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Official DOL plan name: Sandler Retirement Plan · Sponsored by L. M. Sandler & Sons, Inc. · Virginia · Management of Enterprises

$28M in assets, 439 participants

L. M. Sandler & Sons, Inc.'s Sandler Retirement Plan reported $28M in total assets and 439 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #657 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Sandler Retirement Plan ranks #657 of 1,137 2023 filers by assets (1282% of the sector average)-$28M for 439 participants.

#657
in Management of Enterprises (1,137 peers)
+15.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sandler Retirement Plan's outsized position by total assets

Sandler Retirement Plan vs every filed plan by assets

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

$27,731,997 Top 22% higher than 78% 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

Sandler Retirement 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. Sandler Retirement Plan sits mid-pack in the medium band (439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sandler Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sandler Retirement Plan end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Sandler Retirement Plan reported participants fell from 478 in the plan year 2022 filing to 439 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541737065 · L. M. Sandler & Sons, Inc. PY 2023 · 401(k)

Sandler Retirement Plan · $28M · 439 · 78th

  • EOY $28M
  • 5500 439
  • ASSETS 78th
  • PCT 401(k)
  • EIN near Traffic and Parking Control Company, Inc. 401(k) Savings Plan
  • RANK ind #657

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 Management of Enterprises retirement plans → · Plans in Virginia →

Sandler Retirement Plan in the asset neighbourhood

Sandler Retirement Plan$28MTraffic and Parking Control Company, Inc. 401(k) Savings PlanTraffic and Parking Control …$28MPmt Group, Inc. Profit Sharing 401(k) PlanPmt Group, Inc. Profit Shari…$28MDine' Development Corporation 401(k) PlanDine' Development Corporatio…$28MEden Housing, Inc. 401(k) Profit Sharing PlanEden Housing, Inc. 401(k) Pr…$28M
End-of-year total assets ($M) among Sandler Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN541737065
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (L. M. Sandler & Sons, Inc.)

Sponsor-wide plan assets over time

All L. M. Sandler & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 26.935421856453384% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.1M $30.5M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 478 $24M
2023 1 439 $28M
2024 1 360 $31M

Nearby 401(k) Plans in Virginia

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

Sandler Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sandler Retirement Plan, Total assets ($B): 0.027731997 · Participants: 439Sandler Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Sandler Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Sandler Retirement Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Traffic and Parking Control Company, Inc. 401(k) Savings Plan in WI ($28M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (439 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (439 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 Sandler Retirement Plan assets move in 2023? ▼
Sandler Retirement Plan grew sharply - up 15.3% during 2023, from $24M to $28M. Reported net income was $4M.
How have L. M. Sandler & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), L. M. Sandler & Sons, Inc.'s sponsor-wide assets grew 26.9%, from $24M to $31M.
Where does Sandler Retirement Plan rank by assets among Form 5500 filers? ▼
Sandler Retirement Plan ranks in the 78th 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 Sandler Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Traffic and Parking Control Company, Inc. 401(k) Savings Plan in WI ($28M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Sandler Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (439 participants, $48M 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 541737065.

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.