401(k) · DOL Form 5500 · 2022
Sundae, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 332
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $9,243
- Avg per participant Low balance/head
Official DOL plan name: Sundae 401(k) Plan · Sponsored by Sundae, Inc. · California · Real Estate
$3M in assets, 332 participants
Sundae, Inc.'s Sundae 401(k) Plan reported $3M in total assets and 332 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.
- #3,024 in Real Estate (5,057 peers)
2022 asset change
Sundae 401(k) Plan surged 57.1% in 2022 ($2M → $3M) for 332 participants.
- #3,024
- in Real Estate (5,057 peers)
- +57.1%
- assets growth YoY
Sundae 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Sundae 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,068,546 41st percentile higher than 41% 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
Sundae 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. Sundae 401(k) Plan sits mid-pack in the medium band (332 participants).
Published 5500 schedule card
Filing strip 831795790 · Sundae, Inc. PY 2022 · 401(k)
Sundae 401(k) Plan · $3M · 332 · 41st
- PHOTO $3M
- IND 332
- EOY 41st
- 5500 401(k)
- ASSETS near Madden & Madden, P.a. 401(k) Profit Sharing Plan and Trust
- PCT ind #3024
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 Real Estate retirement plans → · Plans in California →
Sundae 401(k) Plan in the asset neighbourhood
Sundae, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Sundae, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 1.2377523426404557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 332 | $3M |
| 2023 | 1 | 161 | $3M |
| 2024 | 1 | 67 | $3M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 831795790 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
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
Sundae 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Madden & Madden, P.a. 401(k) Profit Sharing Plan and Trust in NJ ($3M); by covered participants it is Lawrence Paper Co Employees 401(k) Profit Sharing Plan & Trust in KS (332 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (332 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.