401(k) · DOL Form 5500 · 2024

Sandata Technologies, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
265
Participants Below avg headcount
78th
Percentile by assets National rank
$119,250
Avg per participant Near avg balance/head
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Official DOL plan name: Sandata, LLC 401(k) Salary Savings Plan · Sponsored by Sandata Technologies, LLC · New York · Professional & Technical Services

$32M in assets, 265 participants

Sandata Technologies, LLC's Sandata, LLC 401(k) Salary Savings Plan reported $32M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,785 in Professional & Technical Services (20,173 peers)

Coverage in New York

Sandata, LLC 401(k) Salary Savings Plan covers 265 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $32M.

#15,785
in Professional & Technical Services (20,173 peers)
+6.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sandata, LLC 401(k) Salary Savings Plan's outsized position by total assets

Sandata, LLC 401(k) Salary Savings Plan vs every filed plan by assets

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

$31,601,140 Top 22% higher than 78% 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

Sandata, LLC 401(k) Salary 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. Sandata, LLC 401(k) Salary Savings Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sandata, LLC 401(k) Salary Savings Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sandata, LLC 401(k) Salary Savings Plan reported participants fell from 297 in the plan year 2023 filing to 265 in the plan year 2024 filing.
  • Sandata, LLC 401(k) Salary Savings Plan end-of-year assets rose from $30M in the plan year 2023 filing to $32M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 272047041 · Sandata Technologies, LLC PY 2024 · 401(k)

Sandata, LLC 401(k) Salary Savings Plan · $32M · 265 · 78th

  • ASSETS $32M
  • PCT 265
  • EIN 78th
  • RANK 401(k)
  • PHOTO near Smrt, Inc. 401(k) Profit Sharing Plan
  • IND ind #15785

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 New York →

Sandata, LLC 401(k) Salary Savings Plan in the asset neighbourhood

Sandata, LLC 401(k) Salary Savings PlanSandata, LLC 401(k) Salary S…$32MSmrt, Inc. 401(k) Profit Sharing PlanSmrt, Inc. 401(k) Profit Sha…$32MFoundation Partners Group, LLC Retirement Savings PlanFoundation Partners Group, L…$32MMajor Drilling America, Inc. 401(k) PlanMajor Drilling America, Inc.…$32MEci, Inc. 401(k) Plan$32M
End-of-year total assets ($M) among Sandata, LLC 401(k) Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$32M
Net Income$2M
Employer EIN272047041
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sandata Technologies, LLC)

Sponsor-wide plan assets over time

All Sandata Technologies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 24.476454572085675% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.4M $31.6M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 314 $25M
2023 1 297 $30M
2024 1 265 $32M

Nearby 401(k) Plans in New York

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

Sandata, LLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sandata, LLC 401(k) Salary Savings Plan, Total assets ($B): 0.03160114 · Participants: 265Sandata, LLC 401(k) Salary 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
Sandata, LLC 401(k) Salary Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sandata, LLC 401(k) Salary Savings Plan side-by-side with 3 peers →

Sandata, LLC 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Smrt, Inc. 401(k) Profit Sharing Plan in ME ($32M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Sandata, LLC 401(k) Salary Savings Plan assets move in 2024? ▼
Sandata, LLC 401(k) Salary Savings Plan grew at a solid clip - up 6.3% during 2024, from $30M to $32M. Reported net income was $2M.
How have Sandata Technologies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sandata Technologies, LLC's sponsor-wide assets grew 24.5%, from $25M to $32M.
Where does Sandata, LLC 401(k) Salary Savings Plan rank by assets among Form 5500 filers? ▼
Sandata, LLC 401(k) Salary Savings Plan ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sandata, LLC 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smrt, Inc. 401(k) Profit Sharing Plan in ME ($32M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Sandata, LLC 401(k) Salary Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (265 participants, $29M 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 272047041.

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.