401(k) · DOL Form 5500 · 2022
Sunland Tax, Inc. 401(k) Plan
Data updated 2026-08-25
- $52K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $17,195
- Avg per participant Low balance/head
Official DOL plan name: Sunland Tax, Inc. Retirement Plan · Sponsored by Sunland Tax, Inc. · New Mexico · Professional & Technical Services
$52K in assets, 3 participants
Sunland Tax, Inc.'s Sunland Tax, Inc. Retirement Plan reported $52K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.
- #695 in Professional & Technical Services (21,562 peers)
2022 asset change
Sunland Tax, Inc. Retirement Plan contracted severely 74.8% in 2022 ($205K → $52K) for 3 participants.
- #695
- in Professional & Technical Services (21,562 peers)
- -74.8%
- assets change YoY
The plan reported a net loss of $153K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sunland Tax, Inc. Retirement Plan among the smaller filed plans by assets
Sunland Tax, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$51,586 4th percentile higher than 4% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sunland Tax, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunland Tax, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 043755239 · Sunland Tax, Inc. PY 2022 · 401(k)
Sunland Tax, Inc. Retirement Plan · $52K · 3 · 4th
- EBSA $52K
- EBSA 3
- EBSA 4th
- EBSA 401(k)
- EBSA near Concordia Enterprises Inc. 401(k) Plan
- EBSA ind #695
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 Mexico →
Sunland Tax, Inc. Retirement Plan in the asset neighbourhood
Sunland Tax, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Sunland Tax, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $52K |
| 2023 | 1 | 2 | $6K |
| 2024 | 2 | 4 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $205K |
|---|---|
| Net Assets (End of Year) | $52K |
| Net Income | -$153K |
| Employer EIN | 043755239 |
| Plan Effective Date | 2021-01-13 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Mexico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Ntess Savings and Income Plan $5.0B · 14,007
- Triad 401(k) Retirement Plan $1.5B · 8,535
- Triad 401(k) Savings Plan $750M · 2,476
- Pnm Resources, Inc. Retirement Savings Plan $707M · 1,638
- Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust $445M · 1,553
Sunland Tax, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Mexico, the nearest 401(k) by assets is Concordia Enterprises Inc. 401(k) Plan in CO ($52K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52K here).
- Concordia Enterprises Inc. 401(k) Plan (CO) $52K · N/A
- Successful Families Iowa, Inc. 401(k) Profit Sharing Plan (IA) $52K · 5
- Jam Performance, Inc. 401(k) Plan (FL) $52K · 4
- Las Mercedes 401(k) Plan (FL) $52K · 508
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.