401(k) · DOL Form 5500 · 2023

Sandberg, Phoenix & Von Gontard P.C 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
339
Participants Below avg headcount
90th
Percentile by assets National rank
$254,659
Avg per participant Above avg balance/head
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Official DOL plan name: Sandberg, Phoenix & Von Gontard P.C. Savings Plan · Sponsored by Sandberg, Phoenix & Von Gontard P.C · Missouri · Professional & Technical Services

$86M in assets, 339 participants

Sandberg, Phoenix & Von Gontard P.C's Sandberg, Phoenix & Von Gontard P.C. Savings Plan reported $86M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,580 in Professional & Technical Services (20,321 peers)

Coverage in Missouri

Sandberg, Phoenix & Von Gontard P.C. Savings Plan covers 339 participants in Missouri, about 46% of the average Missouri filer (state average ~737 per filing). Assets: $86M.

#18,580
in Professional & Technical Services (20,321 peers)
+18.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Sandberg, Phoenix & Von Gontard P.C. Savings Plan's outsized position by total assets

Sandberg, Phoenix & Von Gontard P.C. Savings Plan vs every filed plan by assets

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

$86,329,252 Top 10% higher than 90% 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

Sandberg, Phoenix & Von Gontard P.C. 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. Sandberg, Phoenix & Von Gontard P.C. Savings Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sandberg, Phoenix & Von Gontard P.C. Savings Plan reported net income rose from $4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Sandberg, Phoenix & Von Gontard P.C. Savings Plan end-of-year assets rose from $73M in the plan year 2022 filing to $86M in the plan year 2023 filing.
  • Sandberg, Phoenix & Von Gontard P.C. Savings Plan reported participants rose from 301 in the plan year 2022 filing to 339 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 431186987 · Sandberg, Phoenix & Von Gontard P.C PY 2023 · 401(k)

Sandberg, Phoenix & Von Gontard P.C. Savings Plan · $86M · 339 · 90th

  • BOY $86M
  • SCH 339
  • EBSA 90th
  • PART 401(k)
  • TYPE near Slma Retirement Savings Plan
  • NET ind #18580

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 Missouri →

Sandberg, Phoenix & Von Gontard P.C. Savings Plan in the asset neighbourhood

One Workplace L. Ferrari 401(k) PlanOne Workplace L. Ferrari 401…$86MAzelis Americas, LLC 401(k) Retirement PlanAzelis Americas, LLC 401(k) …$86MSandberg, Phoenix & Von Gontard P.C. Savings PlanSandberg, Phoenix & Von Gont…$86MSlma Retirement Savings Plan$86MForum Communications Company 401(k) PlanForum Communications Company…$86M
End-of-year total assets ($M) among Sandberg, Phoenix & Von Gontard P.C. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$86M
Net Income$13M
Employer EIN431186987
Plan Effective Date1982-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sandberg, Phoenix & Von Gontard P.C)

Sponsor-wide plan assets over time

All Sandberg, Phoenix & Von Gontard P.C plans reported in each filing year

Latest sponsor-wide plan assets
$93M 27.011953000586626% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $73.2M $92.9M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 301 $73M
2023 1 339 $86M
2024 1 349 $93M

Nearby 401(k) Plans in Missouri

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

Sandberg, Phoenix & Von Gontard P.C. Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sandberg, Phoenix & Von Gontard P.C. Savings Plan, Total assets ($B): 0.086329252 · Participants: 339Sandberg, Phoenix & Von Gontard P.C. Savings PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Sandberg, Phoenix & Von Gontard P.C. Savings Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Sandberg, Phoenix & Von Gontard P.C. Savings Plan side-by-side with 3 peers →

Sandberg, Phoenix & Von Gontard P.C. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Slma Retirement Savings Plan in LA ($86M); by covered participants it is Simply Storage Management , LLC 401(k) Plan in FL (339 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Sandberg, Phoenix & Von Gontard P.C. Savings Plan assets move in 2023? ▼
Sandberg, Phoenix & Von Gontard P.C. Savings Plan grew sharply - up 18.0% during 2023, from $73M to $86M. Reported net income was $13M.
How have Sandberg, Phoenix & Von Gontard P.C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandberg, Phoenix & Von Gontard P.C's sponsor-wide assets grew 27.0%, from $73M to $93M.
Where does Sandberg, Phoenix & Von Gontard P.C. Savings Plan rank by assets among Form 5500 filers? ▼
Sandberg, Phoenix & Von Gontard P.C. Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sandberg, Phoenix & Von Gontard P.C. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Slma Retirement Savings Plan in LA ($86M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Sandberg, Phoenix & Von Gontard P.C. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Simply Storage Management , LLC 401(k) Plan in FL (339 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 431186987.

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.