401(k) · DOL Form 5500 · 2024

Sandestin Investments, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
449
Participants Below avg headcount
36th
Percentile by assets National rank
$7,889
Avg per participant Low balance/head
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Official DOL plan name: Sandestin Investments, LLC 401 (K) Plan · Sponsored by Sandestin Investments, LLC · Florida · Food Services & Accommodation

$4M in assets, 449 participants

Sandestin Investments, LLC's Sandestin Investments, LLC 401 (K) Plan reported $4M in total assets and 449 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,634 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sandestin Investments, LLC 401 (K) Plan ranks #2,634 of 3,672 2024 filers by assets (552% of the sector average)-$4M for 449 participants.

#2,634
in Food Services & Accommodation (3,672 peers)
+31.1%
assets growth YoY

Sandestin Investments, LLC 401 (K) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Sandestin Investments, LLC 401 (K) Plan vs every filed plan by assets

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

$3,542,149 36th percentile higher than 36% 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

Sandestin Investments, LLC 401 (K) 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. Sandestin Investments, LLC 401 (K) Plan sits mid-pack in the medium band (449 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sandestin Investments, LLC 401 (K) Plan reported net income rose from $451K in the plan year 2023 filing to $840K in the plan year 2024 filing.
  • Sandestin Investments, LLC 401 (K) Plan reported participants rose from 326 in the plan year 2023 filing to 449 in the plan year 2024 filing.
  • Sandestin Investments, LLC 401 (K) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271254413 · Sandestin Investments, LLC PY 2024 · 401(k)

Sandestin Investments, LLC 401 (K) Plan · $4M · 449 · 36th

  • IND $4M
  • EOY 449
  • 5500 36th
  • ASSETS 401(k)
  • PCT near McDonald's and Simmons PC 401(k) Plan and Trust
  • EIN ind #2634

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Sandestin Investments, LLC 401 (K) Plan in the asset neighbourhood

Sandestin Investments, LLC 401 (K) PlanSandestin Investments, LLC 4…$4MMcDonald's and Simmons PC 401(k) Plan and TrustMcDonald's and Simmons PC 40…$4MDiscovery Living, Inc. 401(k) PlanDiscovery Living, Inc. 401(k…$4MMario Russo Nine Newbury Street Inc 401(k) Profit Sharing Plan and TrustMario Russo Nine Newbury Str…$4MBurns Management Corporation 401(k) PlanBurns Management Corporation…$4M
End-of-year total assets ($M) among Sandestin Investments, LLC 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$840K
Employer EIN271254413
Plan Effective Date2010-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Sandestin Investments, LLC)

Sponsor-wide plan assets over time

All Sandestin Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 57.36939378457028% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.25M $3.54M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 372 $2M
2023 1 326 $3M
2024 1 449 $4M

Nearby 401(k) Plans in Florida

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

Sandestin Investments, LLC 401 (K) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sandestin Investments, LLC 401 (K) Plan, Total assets ($B): 0.003542149 · Participants: 449Sandestin Investments, LLC 401 (K) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sandestin Investments, LLC 401 (K) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sandestin Investments, LLC 401 (K) Plan side-by-side with 3 peers →

Sandestin Investments, LLC 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is McDonald's and Simmons PC 401(k) Plan and Trust in TX ($4M); by covered participants it is Mobile Management, LLC 401(k) Plan & Trust in NY (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (449 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 Sandestin Investments, LLC 401 (K) Plan assets move in 2024? ▼
Sandestin Investments, LLC 401 (K) Plan surged - up 31.1% during 2024, from $3M to $4M. Reported net income was $840K.
How have Sandestin Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandestin Investments, LLC's sponsor-wide assets grew 57.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Sandestin Investments, LLC 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is McDonald's and Simmons PC 401(k) Plan and Trust in TX ($4M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Sandestin Investments, LLC 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mobile Management, LLC 401(k) Plan & Trust in NY (449 participants, $18M 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 271254413.

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.