401(k) · DOL Form 5500 · 2023

Sanctuary Wealth Group, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
128
Participants Small participant base
72nd
Percentile by assets National rank
$149,886
Avg per participant Above avg balance/head
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Official DOL plan name: Sanctuary Wealth Group, LLC 401(k) Retirement Plan · Sponsored by Sanctuary Wealth Group, LLC · Indiana · Finance & Insurance

$19M in assets, 128 participants

Sanctuary Wealth Group, LLC's Sanctuary Wealth Group, LLC 401(k) Retirement Plan reported $19M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,164 in Finance & Insurance (8,869 peers)

Coverage in Indiana

Sanctuary Wealth Group, LLC 401(k) Retirement Plan covers 128 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $19M.

#5,164
in Finance & Insurance (8,869 peers)
+20.2%
assets growth YoY

Sanctuary Wealth Group, LLC 401(k) Retirement Plan's outsized position by total assets

Sanctuary Wealth Group, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$19,185,406 Top 28% higher than 72% 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

Sanctuary Wealth Group, LLC 401(k) 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. Sanctuary Wealth Group, LLC 401(k) Retirement Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sanctuary Wealth Group, LLC 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sanctuary Wealth Group, LLC 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Sanctuary Wealth Group, LLC 401(k) Retirement Plan reported participants rose from 115 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 472336833 · Sanctuary Wealth Group, LLC PY 2023 · 401(k)

Sanctuary Wealth Group, LLC 401(k) Retirement Plan · $19M · 128 · 72nd

  • TYPE $19M
  • NET 128
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near Cohen, Todd, Kite & Stanford, LLC 401(k) Plan
  • SCH ind #5164

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 Finance & Insurance retirement plans → · Plans in Indiana →

Sanctuary Wealth Group, LLC 401(k) Retirement Plan in the asset neighbourhood

Sanctuary Wealth Group, LLC 401(k) Retirement PlanSanctuary Wealth Group, LLC …$19MCohen, Todd, Kite & Stanford, LLC 401(k) PlanCohen, Todd, Kite & Stanford…$19MKikkoman Foods, Inc. 401(k) PlanKikkoman Foods, Inc. 401(k) …$19MCare Resource Community Health Centers, Inc. & Related EmployersCare Resource Community Heal…$19MBluetooth Sig Inc 401(k) Plan$19M
End-of-year total assets ($M) among Sanctuary Wealth Group, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN472336833
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sanctuary Wealth Group, LLC)

Sponsor-wide plan assets over time

All Sanctuary Wealth Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 24.967886217579178% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16M $19.9M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 115 $16M
2023 1 128 $19M
2024 1 131 $20M

Nearby 401(k) Plans in Indiana

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

Sanctuary Wealth Group, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Sanctuary Wealth Group, LLC 401(k) Retirement Plan, Total assets ($B): 0.019185406 · Participants: 128Sanctuary Wealth Group, LLC 401(k) Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sanctuary Wealth Group, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sanctuary Wealth Group, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Sanctuary Wealth Group, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Cohen, Todd, Kite & Stanford, LLC 401(k) Plan in OH ($19M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Sanctuary Wealth Group, LLC 401(k) Retirement Plan assets move in 2023? ▼
Sanctuary Wealth Group, LLC 401(k) Retirement Plan grew sharply - up 20.2% during 2023, from $16M to $19M. Reported net income was $3M.
How have Sanctuary Wealth Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sanctuary Wealth Group, LLC's sponsor-wide assets grew 25.0%, from $16M to $20M.
Which 401(k) plans are similar in size to Sanctuary Wealth Group, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cohen, Todd, Kite & Stanford, LLC 401(k) Plan in OH ($19M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Sanctuary Wealth Group, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 472336833.

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.