401(k) · DOL Form 5500 · 2022

Sugaroak Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
26
Participants Small participant base
66th
Percentile by assets National rank
$405,713
Avg per participant High balance/head
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Official DOL plan name: Sugaroak Holdings, Inc. 401(k) Plan · Sponsored by Sugaroak Holdings, Inc. · Virginia · Manufacturing

$11M in assets, 26 participants

Sugaroak Holdings, Inc.'s Sugaroak Holdings, Inc. 401(k) Plan reported $11M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #11,031 in Manufacturing (20,602 peers)

Sugaroak Holdings, Inc. multi-year trail

Sugaroak Holdings, Inc.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows Sugaroak Holdings, Inc. 401(k) Plan at $11M / 26 participants.

#11,031
in Manufacturing (20,602 peers)
-18.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sugaroak Holdings, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Sugaroak Holdings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,548,546 Top 34% higher than 66% of 139,123 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 2022

Sugaroak Holdings, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sugaroak Holdings, Inc. 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 161693507 · Sugaroak Holdings, Inc. PY 2022 · 401(k)

Sugaroak Holdings, Inc. 401(k) Plan · $11M · 26 · 66th

  • NET $11M
  • BOOK 26
  • VS-ST 66th
  • BOY 401(k)
  • SCH near Metametrics, Inc. Retirement Plan
  • EBSA ind #11031

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 Manufacturing retirement plans → · Plans in Virginia →

Sugaroak Holdings, Inc. 401(k) Plan in the asset neighbourhood

Sugaroak Holdings, Inc. 401(k) PlanSugaroak Holdings, Inc. 401(…$11MMetametrics, Inc. Retirement PlanMetametrics, Inc. Retirement…$11MBig Geyser Inc. 401(k) Plan$11MKedren Retirement Plan$11MGrab Technology LLC 401(k) Profit Sharing Plan & TrustGrab Technology LLC 401(k) P…$11M
End-of-year total assets ($M) among Sugaroak Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sugaroak Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sugaroak Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 40.590399852264% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.6M $14.8M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 26 $11M
2023 1 25 $13M
2024 1 27 $15M

Sugaroak Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN161693507
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Sugaroak Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Sugaroak Holdings, Inc. 401(k) Plan, Total assets ($B): 0.010548546 · Participants: 26Sugaroak Holdings, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Sugaroak Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Sugaroak Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Metametrics, Inc. Retirement Plan in NC ($11M); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (26 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.

Frequently Asked Questions

How did Sugaroak Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Sugaroak Holdings, Inc. 401(k) Plan declined sharply - down 18.8% during 2022, from $13M to $11M. Reported net income was -$2M.
How have Sugaroak Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sugaroak Holdings, Inc.'s sponsor-wide assets grew 40.6%, from $11M to $15M.
Which 401(k) plans are similar in size to Sugaroak Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metametrics, Inc. Retirement Plan in NC ($11M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Sugaroak Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 161693507.

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.