401(k) · DOL Form 5500 · 2024

Sanctuary Wealth Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
131
Participants Small participant base
70th
Percentile by assets National rank
$152,240
Avg per participant Above avg balance/head
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Official DOL plan name: Sanctuary Wealth Group, LLC 401(k) Retirement Plan · Sponsored by Sanctuary Wealth Group, LLC · Indiana · Finance & Insurance

$20M in assets, 131 participants

Sanctuary Wealth Group, LLC's Sanctuary Wealth Group, LLC 401(k) Retirement Plan reported $20M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,722 in Finance & Insurance (8,549 peers)

Coverage in Indiana

Sanctuary Wealth Group, LLC 401(k) Retirement Plan covers 131 participants in Indiana, about 24% of the average Indiana filer (state average ~541 per filing). Assets: $20M.

#4,722
in Finance & Insurance (8,549 peers)
+4.0%
assets growth YoY

Sanctuary Wealth Group, LLC 401(k) Retirement Plan's outsized position by total assets

Sanctuary Wealth Group, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$19,943,475 Top 30% higher than 70% 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

Sanctuary Wealth Group, LLC 401(k) Retirement 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. Sanctuary Wealth Group, LLC 401(k) Retirement Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sanctuary Wealth Group, LLC 401(k) Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $758K in the plan year 2024 filing.
  • Sanctuary Wealth Group, LLC 401(k) Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Sanctuary Wealth Group, LLC 401(k) Retirement Plan reported participants rose from 128 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 472336833 · Sanctuary Wealth Group, LLC PY 2024 · 401(k)

Sanctuary Wealth Group, LLC 401(k) Retirement Plan · $20M · 131 · 70th

  • NET $20M
  • BOOK 131
  • VS-ST 70th
  • BOY 401(k)
  • SCH near The Cersosimo Companies 401(k) Savings & Investment Plan
  • EBSA ind #4722

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 Indiana →

Sanctuary Wealth Group, LLC 401(k) Retirement Plan in the asset neighbourhood

Robert J. Devereaux Corporation 401(k) Profit Sharing PlanRobert J. Devereaux Corporat…$20MThe Price Companies, Inc. 401(k) PlanThe Price Companies, Inc. 40…$20MSanctuary Wealth Group, LLC 401(k) Retirement PlanSanctuary Wealth Group, LLC …$20MThe Cersosimo Companies 401(k) Savings & Investment PlanThe Cersosimo Companies 401(…$20MAntonio Sofo & Son Importing Co. Employees' 401(k) PlanAntonio Sofo & Son Importing…$20M
End-of-year total assets ($M) among Sanctuary Wealth Group, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$758K
Employer EIN472336833
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sanctuary Wealth Group, LLC)

Sponsor-wide plan assets over time

All Sanctuary Wealth Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 24.967886217579178% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16M $19.9M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 115 $16M
2023 1 128 $19M
2024 1 131 $20M

Nearby 401(k) Plans in Indiana

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

Sanctuary Wealth Group, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sanctuary Wealth Group, LLC 401(k) Retirement Plan, Total assets ($B): 0.019943475 · Participants: 131Sanctuary Wealth Group, LLC 401(k) Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sanctuary Wealth Group, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sanctuary Wealth Group, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Sanctuary Wealth Group, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is The Cersosimo Companies 401(k) Savings & Investment Plan in VT ($20M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Sanctuary Wealth Group, LLC 401(k) Retirement Plan assets move in 2024? ▼
Sanctuary Wealth Group, LLC 401(k) Retirement Plan edged up modestly - up 4.0% during 2024, from $19M to $20M. Reported net income was $758K.
How have Sanctuary Wealth Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sanctuary Wealth Group, LLC's sponsor-wide assets grew 25.0%, from $16M to $20M.
Which 401(k) plans are similar in size to Sanctuary Wealth Group, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Cersosimo Companies 401(k) Savings & Investment Plan in VT ($20M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Sanctuary Wealth Group, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M 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 472336833.

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.