401(k) · DOL Form 5500 · 2022

Sullivan Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
43rd
Percentile by assets National rank
$177,658
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sullivan Bancshares, Inc. Employee Savings and Retirement Plan · Sponsored by Sullivan Bancshares, Inc. · Illinois · Finance & Insurance

$3M in assets, 19 participants

Sullivan Bancshares, Inc.'s Sullivan Bancshares, Inc. Employee Savings and Retirement Plan reported $3M in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,690 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan holds $3M for 19 participants - about $177,658 per participant, in the lower half of filed plans by assets.

#2,690
in Finance & Insurance (9,261 peers)
-1.8%
assets change YoY

The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan vs every filed plan by assets

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

$3,375,501 43rd percentile higher than 43% 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

Sullivan Bancshares, Inc. Employee Savings and Retirement 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. Sullivan Bancshares, Inc. Employee Savings and Retirement Plan is a small filing (19 participants) on this national headcount ladder.

DOL schedule card

Filing strip 371203570 · Sullivan Bancshares, Inc. PY 2022 · 401(k)

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan · $3M · 19 · 43rd

  • TYPE $3M
  • TYPE 19
  • TYPE 43rd
  • TYPE 401(k)
  • TYPE near Marcus Investments, LLC 401(k) Retirement Plan
  • TYPE ind #2690

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 Finance & Insurance retirement plans → · Plans in Illinois →

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan in the asset neighbourhood

Sullivan Bancshares, Inc. Employee Savings and Retirement PlanSullivan Bancshares, Inc. Em…$3MMarcus Investments, LLC 401(k) Retirement PlanMarcus Investments, LLC 401(…$3MCunningham Pattern and Engineering, Inc. 401(k) Profit Sharing PlanCunningham Pattern and Engin…$3MCon-Fab California, LLC 401(k) PlanCon-Fab California, LLC 401(…$3MPro Automated Inc 401(k) Profit Sharing Plan TrustPro Automated Inc 401(k) Pro…$3M
End-of-year total assets ($M) among Sullivan Bancshares, Inc. Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$59K
Employer EIN371203570
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sullivan Bancshares, Inc.)

Sponsor-wide plan assets over time

All Sullivan Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.621180974320553% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $3.38M $3.25M ▼ -3.8%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 17 $3M
2024 1 19 $3M

Nearby 401(k) Plans in Illinois

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

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sullivan Bancshares, Inc. Employee Savings and Retirement Plan, Total assets ($B): 0.003375501 · Participants: 19Sullivan Bancshares, Inc. Employee Savings and Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Sullivan Bancshares, Inc. Employee Savings and Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sullivan Bancshares, Inc. Employee Savings and Retirement Plan side-by-side with 3 peers →

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Marcus Investments, LLC 401(k) Retirement Plan in WI ($3M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Sullivan Bancshares, Inc. Employee Savings and Retirement Plan assets move in 2022? ▼
Sullivan Bancshares, Inc. Employee Savings and Retirement Plan edged down modestly - down 1.8% during 2022, from $3M to $3M. Reported net income was -$59K.
How have Sullivan Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sullivan Bancshares, Inc.'s sponsor-wide assets declined 3.6%, from $3M to $3M.
Which 401(k) plans are similar in size to Sullivan Bancshares, Inc. Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marcus Investments, LLC 401(k) Retirement Plan in WI ($3M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Sullivan Bancshares, Inc. Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M 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 371203570.

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.