401(k) · DOL Form 5500 · 2022

Sulloway & Hollis, P.L.L.C. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
56
Participants Small participant base
75th
Percentile by assets National rank
$315,797
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sulloway & Hollis 401(k) Retirement Plan & Trust · Sponsored by Sulloway & Hollis, P.L.L.C. · New Hampshire · Professional & Technical Services

$18M in assets, 56 participants

Sulloway & Hollis, P.L.L.C.'s Sulloway & Hollis 401(k) Retirement Plan & Trust reported $18M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,248 in Professional & Technical Services (21,562 peers)

Where Sulloway & Hollis 401(k) Retirement Plan & Trust sits by assets

Sulloway & Hollis 401(k) Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $18M for 56 participants (~$315,797/participant), down 23.8% in 2022.

#16,248
in Professional & Technical Services (21,562 peers)
-23.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sulloway & Hollis 401(k) Retirement Plan & Trust's outsized position by total assets

Sulloway & Hollis 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$17,684,616 Top 25% higher than 75% 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

Sulloway & Hollis 401(k) Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sulloway & Hollis 401(k) Retirement Plan & Trust is a small filing (56 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 020227234 · Sulloway & Hollis, P.L.L.C. PY 2022 · 401(k)

Sulloway & Hollis 401(k) Retirement Plan & Trust · $18M · 56 · 75th

  • EIN $18M
  • EIN 56
  • EIN 75th
  • EIN 401(k)
  • EIN near Tilson 401(k) Plan
  • EIN ind #16248

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 New Hampshire →

Sulloway & Hollis 401(k) Retirement Plan & Trust in the asset neighbourhood

Sulloway & Hollis 401(k) Retirement Plan & TrustSulloway & Hollis 401(k) Ret…$18MTilson 401(k) Plan$18MMikron Corp Monroe Retirement Plan and TrustMikron Corp Monroe Retiremen…$18MSmith Brothers of Berne Retirement PlanSmith Brothers of Berne Reti…$18MKpcb Associates Deferred Savings PlanKpcb Associates Deferred Sav…$18M
End-of-year total assets ($M) among Sulloway & Hollis 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$18M
Net Income-$6M
Employer EIN020227234
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sulloway & Hollis, P.L.L.C.)

Sponsor-wide plan assets over time

All Sulloway & Hollis, P.L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 4.345522684801298% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M$19.5M 202220232024 $17.7M $18.5M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 56 $18M
2023 1 65 $19M
2024 1 43 $18M

Nearby 401(k) Plans in New Hampshire

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

Sulloway & Hollis 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Sulloway & Hollis 401(k) Retirement Plan & Trust, Total assets ($M): 17.684616 · Participants: 56Sulloway & Hollis 401(k) Retirement Plan & TrustC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Sulloway & Hollis 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Sulloway & Hollis 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Sulloway & Hollis 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Tilson 401(k) Plan in ME ($18M); by covered participants it is Evoke at Entrada 401(k) Plan in UT (56 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Sulloway & Hollis 401(k) Retirement Plan & Trust assets move in 2022? ▼
Sulloway & Hollis 401(k) Retirement Plan & Trust declined sharply - down 23.8% during 2022, from $23M to $18M. Reported net income was -$6M.
How have Sulloway & Hollis, P.L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sulloway & Hollis, P.L.L.C.'s sponsor-wide assets grew 4.3%, from $18M to $18M.
Where does Sulloway & Hollis 401(k) Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
Sulloway & Hollis 401(k) Retirement Plan & Trust ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sulloway & Hollis 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tilson 401(k) Plan in ME ($18M, 541 participants).
Which 401(k) plans cover a similar participant headcount to Sulloway & Hollis 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Evoke at Entrada 401(k) Plan in UT (56 participants, $3M 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 020227234.

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.