401(k) · DOL Form 5500 · 2022

Sunward Financial Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
111
Participants Small participant base
41st
Percentile by assets National rank
$27,636
Avg per participant Low balance/head
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Official DOL plan name: Sunward Financial Corporation and Affiliated Companies 401(k) Plan · Sponsored by Sunward Financial Corporation · Colorado · Manufacturing

$3M in assets, 111 participants

Sunward Financial Corporation's Sunward Financial Corporation and Affiliated Companies 401(k) Plan reported $3M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,980 in Manufacturing (20,602 peers)

Coverage in Colorado

Sunward Financial Corporation and Affiliated Companies 401(k) Plan covers 111 participants in Colorado, about 30% of the average Colorado filer (state average ~376 per filing). Assets: $3M.

#4,980
in Manufacturing (20,602 peers)
-9.8%
assets change YoY

The plan reported a net loss of $333K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunward Financial Corporation and Affiliated Companies 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Sunward Financial Corporation and Affiliated Companies 401(k) Plan vs every filed plan by assets

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

$3,067,651 41st percentile higher than 41% 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

Sunward Financial Corporation and Affiliated Companies 401(k) 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. Sunward Financial Corporation and Affiliated Companies 401(k) Plan sits mid-pack in the medium band (111 participants).

Plan-year Form 5500 strip

Filing strip 841216290 · Sunward Financial Corporation PY 2022 · 401(k)

Sunward Financial Corporation and Affiliated Companies 401(k) Plan · $3M · 111 · 41st

  • TYPE $3M
  • TYPE 111
  • TYPE 41st
  • TYPE 401(k)
  • TYPE near Hanna Plumbing & Supply Co Profit Sharing Plan
  • TYPE ind #4980

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 Colorado →

Sunward Financial Corporation and Affiliated Companies 401(k) Plan in the asset neighbourhood

Sunward Financial Corporation and Affiliated Companies 401(k) PlanSunward Financial Corporatio…$3MHanna Plumbing & Supply Co Profit Sharing PlanHanna Plumbing & Supply Co P…$3MLiquidplanner, Inc. 401(k) PlanLiquidplanner, Inc. 401(k) P…$3MPediatric Cardiology Associates, PC 401(k) Profit Sharing PlanPediatric Cardiology Associa…$3MAccentuate Staffing, Inc. 401(k) PlanAccentuate Staffing, Inc. 40…$3M
End-of-year total assets ($M) among Sunward Financial Corporation and Affiliated Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$333K
Employer EIN841216290
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunward Financial Corporation)

Sponsor-wide plan assets over time

All Sunward Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$5M 48.23550658142012% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.07M $4.55M ▲ +48.2%
Year Plans Participants Total Assets
2022 1 111 $3M
2023 1 125 $4M
2024 1 155 $5M

Nearby 401(k) Plans in Colorado

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

Sunward Financial Corporation and Affiliated Companies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Sunward Financial Corporation and Affiliated Companies 401(k) Plan, Total assets ($B): 0.003067651 · Participants: 111Sunward Financial Corporation and Affiliated Companies 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Sunward Financial Corporation and Affiliated Companies 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sunward Financial Corporation and Affiliated Companies 401(k) Plan side-by-side with 3 peers →

Sunward Financial Corporation and Affiliated Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Hanna Plumbing & Supply Co Profit Sharing Plan in CA ($3M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Sunward Financial Corporation and Affiliated Companies 401(k) Plan assets move in 2022? ▼
Sunward Financial Corporation and Affiliated Companies 401(k) Plan pulled back noticeably - down 9.8% during 2022, from $3M to $3M. Reported net income was -$333K.
How have Sunward Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunward Financial Corporation's sponsor-wide assets grew 48.2%, from $3M to $5M.
Which 401(k) plans are similar in size to Sunward Financial Corporation and Affiliated Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hanna Plumbing & Supply Co Profit Sharing Plan in CA ($3M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Sunward Financial Corporation and Affiliated Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 841216290.

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.