401(k) · DOL Form 5500 · 2024

Sanderson Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
26
Participants Small participant base
45th
Percentile by assets National rank
$223,606
Avg per participant Above avg balance/head
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Official DOL plan name: Sanderson Wealth Management, LLC 401(k) Savings Plan · Sponsored by Sanderson Wealth Management, LLC · New York · Finance & Insurance

$6M in assets, 26 participants

Sanderson Wealth Management, LLC's Sanderson Wealth Management, LLC 401(k) Savings Plan reported $6M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,602 in Finance & Insurance (8,549 peers)

Sanderson Wealth Management, LLC multi-year trail

Sanderson Wealth Management, LLC's plans moved +32.8% in assets from 2022 to 2024; this filing shows Sanderson Wealth Management, LLC 401(k) Savings Plan at $6M / 26 participants.

#2,602
in Finance & Insurance (8,549 peers)
+10.0%
assets growth YoY

Sanderson Wealth Management, LLC 401(k) Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Sanderson Wealth Management, LLC 401(k) Savings Plan vs every filed plan by assets

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

$5,813,753 45th percentile higher than 45% 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

Sanderson Wealth Management, LLC 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sanderson Wealth Management, LLC 401(k) Savings Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sanderson Wealth Management, LLC 401(k) Savings Plan reported net income fell from $908K in the plan year 2023 filing to $527K in the plan year 2024 filing.
  • Sanderson Wealth Management, LLC 401(k) Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 161605380 · Sanderson Wealth Management, LLC PY 2024 · 401(k)

Sanderson Wealth Management, LLC 401(k) Savings Plan · $6M · 26 · 45th

  • EIN $6M
  • EIN 26
  • EIN 45th
  • EIN 401(k)
  • EIN near Alliance Recruiting 401(k)) Plan
  • EIN ind #2602

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 New York →

Sanderson Wealth Management, LLC 401(k) Savings Plan in the asset neighbourhood

Sanderson Wealth Management, LLC 401(k) Savings PlanSanderson Wealth Management,…$6MAlliance Recruiting 401(k)) PlanAlliance Recruiting 401(k)) …$6MLauria Tokunaga Gates & Linn, LLP 401(k) Profit Sharing PlanLauria Tokunaga Gates & Linn…$6MTouchstone Mental Health 401(k) PlanTouchstone Mental Health 401…$6MSafeguard US Holdco Inc. Retirement PlanSafeguard US Holdco Inc. Ret…$6M
End-of-year total assets ($M) among Sanderson Wealth Management, LLC 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sanderson Wealth Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sanderson Wealth Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.7578801223507% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.38M $5.81M ▲ +32.6%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 26 $5M
2024 1 26 $6M

Sanderson Wealth Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$527K
Employer EIN161605380
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sanderson Wealth Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sanderson Wealth Management, LLC 401(k) Savings Plan, Total assets ($B): 0.005813753 · Participants: 26Sanderson Wealth Management, LLC 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Sanderson Wealth Management, LLC 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sanderson Wealth Management, LLC 401(k) Savings Plan side-by-side with 3 peers →

Sanderson Wealth Management, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Alliance Recruiting 401(k)) Plan in TX ($6M); by covered participants it is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Sanderson Wealth Management, LLC 401(k) Savings Plan assets move in 2024? ▼
Sanderson Wealth Management, LLC 401(k) Savings Plan grew at a solid clip - up 10.0% during 2024, from $5M to $6M. Reported net income was $527K.
How have Sanderson Wealth Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sanderson Wealth Management, LLC's sponsor-wide assets grew 32.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Sanderson Wealth Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Recruiting 401(k)) Plan in TX ($6M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Sanderson Wealth Management, LLC 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mika Digital Services, Inc. 401(k) Plan in TX (26 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161605380.

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.