401(k) · DOL Form 5500 · 2024

Sani-Matic, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
157
Participants Small participant base
71st
Percentile by assets National rank
$130,126
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sani-Matic, Inc. Retirement Savings Plan · Sponsored by Sani-Matic, Inc. · Wisconsin · Manufacturing

$20M in assets, 157 participants

Sani-Matic, Inc.'s Sani-Matic, Inc. Retirement Savings Plan reported $20M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #10,713 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Sani-Matic, Inc. Retirement Savings Plan covers 157 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.

#10,713
in Manufacturing (17,777 peers)
+8.4%
assets growth YoY

Sani-Matic, Inc. Retirement Savings Plan's outsized position by total assets

Sani-Matic, Inc. Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,429,759 Top 29% higher than 71% of 123,620 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 2024

Sani-Matic, Inc. Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sani-Matic, Inc. Retirement Savings Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sani-Matic, Inc. Retirement Savings Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sani-Matic, Inc. Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Sani-Matic, Inc. Retirement Savings Plan reported participants rose from 149 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 392044486 · Sani-Matic, Inc. PY 2024 · 401(k)

Sani-Matic, Inc. Retirement Savings Plan · $20M · 157 · 71st

  • IND $20M
  • EOY 157
  • 5500 71st
  • ASSETS 401(k)
  • PCT near Liquid Transport LLC 401(k) and Profit Sharing Plan
  • EIN ind #10713

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 Manufacturing retirement plans → · Plans in Wisconsin →

Sani-Matic, Inc. Retirement Savings Plan in the asset neighbourhood

Sani-Matic, Inc. Retirement Savings PlanSani-Matic, Inc. Retirement …$20MLiquid Transport LLC 401(k) and Profit Sharing PlanLiquid Transport LLC 401(k) …$20MLmt Onsrud LP Retirement Savings PlanLmt Onsrud LP Retirement Sav…$20MAccumen 401(k) Plan$20MCaptek Softgel International, Inc. 401(k) PlanCaptek Softgel International…$20M
End-of-year total assets ($M) among Sani-Matic, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN392044486
Plan Effective Date2005-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sani-Matic, Inc.)

Sponsor-wide plan assets over time

All Sani-Matic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 35.24814885601423% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.1M $20.4M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 138 $15M
2023 1 149 $19M
2024 1 157 $20M

Nearby 401(k) Plans in Wisconsin

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

Sani-Matic, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Sani-Matic, Inc. Retirement Savings Plan, Total assets ($B): 0.020429759 · Participants: 157Sani-Matic, Inc. Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Sani-Matic, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Sani-Matic, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Liquid Transport LLC 401(k) and Profit Sharing Plan in IN ($20M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sani-Matic, Inc. Retirement Savings Plan assets move in 2024?
Sani-Matic, Inc. Retirement Savings Plan grew at a solid clip - up 8.4% during 2024, from $19M to $20M. Reported net income was $2M.
How have Sani-Matic, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sani-Matic, Inc.'s sponsor-wide assets grew 35.2%, from $15M to $20M.
Which 401(k) plans are similar in size to Sani-Matic, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Liquid Transport LLC 401(k) and Profit Sharing Plan in IN ($20M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Sani-Matic, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K in assets).