Profit Sharing · DOL Form 5500 · 2022
Sullivan Investment Co., Inc. Profit Sharing Plan
Data updated 2026-08-25
- $79M
- Total assets Below avg plan size
- 1,083
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $73,175
- Avg per participant Below avg balance/head
Official DOL plan name: Sullivan Companies Retirement Trust · Sponsored by Sullivan Investment Co., Inc. · Massachusetts · Retail Trade
$79M in assets, 1,083 participants
Sullivan Investment Co., Inc.'s Sullivan Companies Retirement Trust reported $79M in total assets and 1,083 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #9,076 in Retail Trade (9,519 peers)
Where Sullivan Companies Retirement Trust sits by assets
Sullivan Companies Retirement Trust sits in the top 10% of all filed plans by assets, $79M for 1,083 participants (~$73,175/participant), down 20.1% in 2022.
- #9,076
- in Retail Trade (9,519 peers)
- -20.1%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sullivan Companies Retirement Trust's outsized position by total assets
Sullivan Companies Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$79,248,990 Top 9% higher than 91% 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
Sullivan Companies Retirement Trust's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sullivan Companies Retirement Trust lands in the large band (1,083 participants).
Form 5500 schedule snapshot
Filing strip 042682840 · Sullivan Investment Co., Inc. PY 2022 · Profit Sharing
Sullivan Companies Retirement Trust · $79M · 1,083 · 91st
- ASSETS $79M
- ASSETS 1,083
- ASSETS 91st
- ASSETS Profit Sharing
- ASSETS near Retirement Plan for Employees of Howardcenter
- ASSETS ind #9076
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 Retail Trade retirement plans → · Plans in Massachusetts →
Sullivan Companies Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $79M |
| Net Income | -$20M |
| Employer EIN | 042682840 |
| Plan Effective Date | 1971-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan Investment Co., Inc.)
Sponsor-wide plan assets over time
All Sullivan Investment Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 44.14723266504721% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,083 | $79M |
| 2023 | 2 | 1,272 | $104M |
| 2024 | 2 | 2,710 | $114M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $12.1B · 74,556
- Demoulas (Restated) Profit Sharing Plan & Trust $873M · 12,106
- Dana-Farber Cancer Institute Retirement Plan $635M · 4,216
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $573M · 5,008
- Sheet Metal Workers Local 17 Annuity Income Fund $540M · 2,153
Sullivan Companies Retirement Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Retirement Plan for Employees of Howardcenter in VT ($80M); by covered participants it is Iatse Local 27 Profit Sharing Plan in OH (1,079 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($79M here).
- Retirement Plan for Employees of Howardcenter (VT) $80M · 1,265
- J. Smith Lanier & Co. Profit Sharing Plan (GA) $80M · 411
- World Resources Institute Pension Plan (DC) $80M · 583
- Cognia ERISA 403(b) Plan (GA) $80M · 472
Similar participant headcount
Nearest other-state filings by covered participants (1,083 participants); asset peers above are excluded.
- Iatse Local 27 Profit Sharing Plan (OH) 1,079 · 4 off
- Laborers' Local No. 17 Annuity Fund (NY) 1,079 · 4 off
- Stagehands Local Two Annuity Plan (IL) 1,079 · 4 off
- The Resource Center 403(b) Plan (NY) 1,088 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.