401(k) · DOL Form 5500 · 2024

Sandalwood Management, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
201
Participants Below avg headcount
39th
Percentile by assets National rank
$20,561
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sandalwood Management, Inc. 401(k) Plan · Sponsored by Sandalwood Management, Inc. · Texas · Real Estate

$4M in assets, 201 participants

Sandalwood Management, Inc.'s Sandalwood Management, Inc. 401(k) Plan reported $4M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,699 in Real Estate (4,605 peers)

Coverage in Texas

Sandalwood Management, Inc. 401(k) Plan covers 201 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#2,699
in Real Estate (4,605 peers)
+20.0%
assets growth YoY

Sandalwood Management, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Sandalwood Management, Inc. 401(k) Plan vs every filed plan by assets

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

$4,132,790 39th percentile higher than 39% 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

Sandalwood Management, Inc. 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. Sandalwood Management, Inc. 401(k) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sandalwood Management, Inc. 401(k) Plan reported net income rose from -$351K in the plan year 2023 filing to $690K in the plan year 2024 filing.
  • Sandalwood Management, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sandalwood Management, Inc. 401(k) Plan reported participants rose from 192 in the plan year 2023 filing to 201 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 742391218 · Sandalwood Management, Inc. PY 2024 · 401(k)

Sandalwood Management, Inc. 401(k) Plan · $4M · 201 · 39th

  • BOY $4M
  • SCH 201
  • EBSA 39th
  • PART 401(k)
  • TYPE near Viridis Fund Solutions 401(k) Retirement Plan
  • NET ind #2699

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 Real Estate retirement plans → · Plans in Texas →

Sandalwood Management, Inc. 401(k) Plan in the asset neighbourhood

Sandalwood Management, Inc. 401(k) PlanSandalwood Management, Inc. …$4MViridis Fund Solutions 401(k) Retirement PlanViridis Fund Solutions 401(k…$4MKehoe Designs 401(k) Plan$4MBitcoin Depot Operating 401(k) PlanBitcoin Depot Operating 401(…$4MCd & H Companies 401(k) Plan$4M
End-of-year total assets ($M) among Sandalwood Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$690K
Employer EIN742391218
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sandalwood Management, Inc.)

Sponsor-wide plan assets over time

All Sandalwood Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 8.926381475723048% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.79M $4.13M ▲ +9.0%
Year Plans Participants Total Assets
2022 1 210 $4M
2023 1 192 $3M
2024 1 201 $4M

Nearby 401(k) Plans in Texas

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

Sandalwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sandalwood Management, Inc. 401(k) Plan, Total assets ($B): 0.00413279 · Participants: 201Sandalwood Management, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Sandalwood Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sandalwood Management, Inc. 401(k) Plan side-by-side with 3 peers →

Sandalwood Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Viridis Fund Solutions 401(k) Retirement Plan in MD ($4M); by covered participants it is Osi Digital, Inc. 401(k) Plan in CA (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Sandalwood Management, Inc. 401(k) Plan assets move in 2024? ▼
Sandalwood Management, Inc. 401(k) Plan grew sharply - up 20.0% during 2024, from $3M to $4M. Reported net income was $690K.
How have Sandalwood Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandalwood Management, Inc.'s sponsor-wide assets grew 8.9%, from $4M to $4M.
Which 401(k) plans are similar in size to Sandalwood Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Viridis Fund Solutions 401(k) Retirement Plan in MD ($4M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Sandalwood Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Osi Digital, Inc. 401(k) Plan in CA (201 participants, $21M 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 742391218.

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.