401(k) · DOL Form 5500 · 2024
Sandler, Travis & Rosenberg P.a. 401(k) Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 72
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $397,141
- Avg per participant High balance/head
Official DOL plan name: St&r/Wti Retirement Savings Plan · Sponsored by Sandler, Travis & Rosenberg P.a. · Florida · Professional & Technical Services
$29M in assets, 72 participants
Sandler, Travis & Rosenberg P.a.'s St&r/Wti Retirement Savings Plan reported $29M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #15,439 in Professional & Technical Services (20,173 peers)
Where St&r/Wti Retirement Savings Plan sits by assets
St&r/Wti Retirement Savings Plan sits in the top quartile of all filed plans by assets, $29M for 72 participants (~$397,141/participant), up 15.8% in 2024.
- #15,439
- in Professional & Technical Services (20,173 peers)
- +15.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
St&r/Wti Retirement Savings Plan's outsized position by total assets
St&r/Wti Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$28,594,128 Top 23% higher than 77% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
St&r/Wti Retirement 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. St&r/Wti Retirement Savings Plan is a small filing (72 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- St&r/Wti Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
- St&r/Wti Retirement Savings Plan reported participants rose from 68 in the plan year 2023 filing to 72 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 592027519 · Sandler, Travis & Rosenberg P.a. PY 2024 · 401(k)
St&r/Wti Retirement Savings Plan · $29M · 72 · 77th
- EOY $29M
- EOY 72
- EOY 77th
- EOY 401(k)
- EOY near Falconwood, Inc. 401(k) Profit
- EOY ind #15439
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 Florida →
St&r/Wti Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $4M |
| Employer EIN | 592027519 |
| Plan Effective Date | 1982-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sandler, Travis & Rosenberg P.a.)
Sponsor-wide plan assets over time
All Sandler, Travis & Rosenberg P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 37.02399063981876% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 68 | $21M |
| 2023 | 1 | 68 | $25M |
| 2024 | 1 | 72 | $29M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
St&r/Wti Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Falconwood, Inc. 401(k) Profit in VA ($29M); by covered participants it is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Falconwood, Inc. 401(k) Profit (VA) $29M · 325
- Park Hotels & Resorts 401(k) Plan (VA) $29M · 109
- Healthpoint 401(k) Retirement Plan (WA) $29M · 457
- American Bulk Commodities Retirement Savings Plan (OH) $29M · 836
Similar participant headcount
Nearest other-state filings by covered participants (72 participants); asset peers above are excluded.
- Malonebailey LLP 401(k) Profit Sharing Plan (TX) 72 · 0 off
- Hi-Tek Professional 401(k) Plan (PA) 72 · 0 off
- Brightspot 401(k) Plan (TX) 72 · 0 off
- Smith News Company, Inc. 401(k) Profit Sharing Plan (CA) 72 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.