401(k) · DOL Form 5500 · 2022
Michael Sullivan & Associates 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 205
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $47,969
- Avg per participant Low balance/head
Official DOL plan name: Michael Sullivan & Associates 401(k) Profit Sharing Plan · Sponsored by Michael Sullivan & Associates · California · Professional & Technical Services
$10M in assets, 205 participants
Michael Sullivan & Associates's Michael Sullivan & Associates 401(k) Profit Sharing Plan reported $10M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #13,656 in Professional & Technical Services (21,562 peers)
Coverage in California
Michael Sullivan & Associates 401(k) Profit Sharing Plan covers 205 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $10M.
- #13,656
- in Professional & Technical Services (21,562 peers)
- -5.4%
- assets change YoY
The plan reported a net loss of $566K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Michael Sullivan & Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Michael Sullivan & Associates 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,833,554 Top 35% higher than 65% 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
Michael Sullivan & Associates 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Michael Sullivan & Associates 401(k) Profit Sharing Plan sits mid-pack in the medium band (205 participants).
EBSA filing schedule strip
Filing strip 460904871 · Michael Sullivan & Associates PY 2022 · 401(k)
Michael Sullivan & Associates 401(k) Profit Sharing Plan · $10M · 205 · 65th
- SCH $10M
- SCH 205
- SCH 65th
- SCH 401(k)
- SCH near Nypro Puerto Rico, Inc. 401(k) Retirement Plan
- SCH ind #13656
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 California →
Michael Sullivan & Associates 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$566K |
| Employer EIN | 460904871 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Michael Sullivan & Associates)
Sponsor-wide plan assets over time
All Michael Sullivan & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 70.1603306393599% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 205 | $10M |
| 2023 | 1 | 215 | $14M |
| 2024 | 1 | 221 | $17M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Michael Sullivan & Associates 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Nypro Puerto Rico, Inc. 401(k) Retirement Plan in PR ($10M); by covered participants it is Alloy Wheel Repair Specialists in GA (205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Nypro Puerto Rico, Inc. 401(k) Retirement Plan (PR) $10M · 358
- Intellinet Consulting, LLC 401(k) Plan (GA) $10M · 66
- Swnb Bancorp Inc 401(k) Plan (TX) $10M · 118
- Fluid Engineering, Inc. 401(k) P/S Plan (AL) $10M · 31
Similar participant headcount
Nearest other-state filings by covered participants (205 participants); asset peers above are excluded.
- Alloy Wheel Repair Specialists (GA) 205 · 0 off
- Hallmark Home Mortgage 401(k) Plan (IN) 205 · 0 off
- Harborone Mortgage, LLC Retirement Plan (NH) 205 · 0 off
- Fox World Travel, Inc. 401(k) Plan (WI) 205 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.