401(k) · DOL Form 5500 · 2022

The Sundance Group LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
15
Participants Small participant base
32nd
Percentile by assets National rank
$121,761
Avg per participant Near avg balance/head
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Official DOL plan name: Sundance Group 401(k) Plan · Sponsored by The Sundance Group LLC · Utah · Management of Enterprises

$2M in assets, 15 participants

The Sundance Group LLC's Sundance Group 401(k) Plan reported $2M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #225 in Management of Enterprises (1,193 peers)

The Sundance Group LLC multi-year trail

The Sundance Group LLC's plans moved +42.5% in assets from 2022 to 2024; this filing shows Sundance Group 401(k) Plan at $2M / 15 participants.

#225
in Management of Enterprises (1,193 peers)
-12.5%
assets change YoY

The plan reported a net loss of $261K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sundance Group 401(k) Plan among the smaller filed plans by assets

Sundance Group 401(k) Plan vs every filed plan by assets

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

$1,826,411 32nd percentile higher than 32% 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

Sundance Group 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. Sundance Group 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 841421193 · The Sundance Group LLC PY 2022 · 401(k)

Sundance Group 401(k) Plan · $2M · 15 · 32nd

  • 5500 $2M
  • ASSETS 15
  • PCT 32nd
  • EIN 401(k)
  • RANK near Patriarch Partners, LLC 401(k) Retirement Plan
  • PHOTO ind #225

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 Management of Enterprises retirement plans → · Plans in Utah →

Sundance Group 401(k) Plan in the asset neighbourhood

Sundance Group 401(k) Plan$2MPatriarch Partners, LLC 401(k) Retirement PlanPatriarch Partners, LLC 401(…$2MEngelhart, Inc. Profit Sharing PlanEngelhart, Inc. Profit Shari…$2MWest Coast Services LLC 401(k) Profit Sharing Plan & TrustWest Coast Services LLC 401(…$2MFlight Systems, Inc. 401(k) Profit Sharing PlanFlight Systems, Inc. 401(k) …$2M
End-of-year total assets ($M) among Sundance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Sundance Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Sundance Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 42.508997153433704% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.83M $2.6M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 13 $2M
2024 1 13 $3M

The Sundance Group LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$261K
Employer EIN841421193
Plan Effective Date2021-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Sundance Group 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Sundance Group 401(k) Plan, Total assets ($B): 0.001826411 · Participants: 15Sundance Group 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Sundance Group 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Sundance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Patriarch Partners, LLC 401(k) Retirement Plan in NY ($2M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Sundance Group 401(k) Plan assets move in 2022?
Sundance Group 401(k) Plan pulled back noticeably - down 12.5% during 2022, from $2M to $2M. Reported net income was -$261K.
How have The Sundance Group LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Sundance Group LLC's sponsor-wide assets grew 42.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Sundance Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Patriarch Partners, LLC 401(k) Retirement Plan in NY ($2M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Sundance Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K in assets).