401(k) · DOL Form 5500 · 2022

The Sunshine House 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
1,031
Participants Near avg headcount
41st
Percentile by assets National rank
$2,934
Avg per participant Low balance/head
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Official DOL plan name: The Sunshine House 401(k) Profit Sharing Plan · Sponsored by The Sunshine House · South Carolina · Healthcare & Social Assistance

$3M in assets, 1,031 participants

The Sunshine House's The Sunshine House 401(k) Profit Sharing Plan reported $3M in total assets and 1,031 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.

  • #8,862 in Healthcare & Social Assistance (20,060 peers)

Coverage in South Carolina

The Sunshine House 401(k) Profit Sharing Plan covers 1,031 participants in South Carolina, 2.8x the typical South Carolina plan (state average ~369 per filing). Assets: $3M.

#8,862
in Healthcare & Social Assistance (20,060 peers)
-13.9%
assets change YoY

The plan reported a net loss of $490K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Sunshine House 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Sunshine House 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,025,239 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

The Sunshine House 401(k) Profit Sharing Plan'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. The Sunshine House 401(k) Profit Sharing Plan lands in the large band (1,031 participants).

EBSA filing schedule strip

Filing strip 571000178 · The Sunshine House PY 2022 · 401(k)

The Sunshine House 401(k) Profit Sharing Plan · $3M · 1,031 · 41st

  • PART $3M
  • PART 1,031
  • PART 41st
  • PART 401(k)
  • PART near Tapia Brothers 401(k)
  • PART ind #8862

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 Healthcare & Social Assistance retirement plans → · Plans in South Carolina →

The Sunshine House 401(k) Profit Sharing Plan in the asset neighbourhood

The Sunshine House 401(k) Profit Sharing PlanThe Sunshine House 401(k) Pr…$3MTapia Brothers 401(k)$3MAll Season Movers, Inc. Plan and TrustAll Season Movers, Inc. Plan…$3MLowery Thomas LLC 401(k) Profit Sharing Plan & TrustLowery Thomas LLC 401(k) Pro…$3MShearon Environmental Design Co., Inc Profit Sharing & 401(k) PlanShearon Environmental Design…$3M
End-of-year total assets ($M) among The Sunshine House 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

South Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$490K
Employer EIN571000178
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sunshine House)

Sponsor-wide plan assets over time

All The Sunshine House plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.044878768255995% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.03M $3.9M ▲ +28.7%
Year Plans Participants Total Assets
2022 2 1,031 $3M
2023 1 738 $4M
2024 1 1,158 $4M

Nearby 401(k) Plans in South Carolina

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

The Sunshine House 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants The Sunshine House 401(k) Profit Sharing Plan, Total assets ($B): 0.003025239 · Participants: 1031The Sunshine House 401(k) Profit Sharing PlanMichelin 401(k) Savings Plan, Total assets ($B): 3.615828322 · Participants: 13708Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.219673264 · Participants: 7829The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.214442524 · Participants: 9714Sonoco Retirement & Savings PlanThe Milliken Retirement Plan, Total assets ($B): 1.154082573 · Participants: 6185The Milliken Retirement PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.085276125 · Participants: 11881Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
The Sunshine House 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

The Sunshine House 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Tapia Brothers 401(k) in CA ($3M); by covered participants it is Offerpad, LLC 401(k) Plan in AZ (1,031 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,031 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 The Sunshine House 401(k) Profit Sharing Plan assets move in 2022?
The Sunshine House 401(k) Profit Sharing Plan pulled back noticeably - down 13.9% during 2022, from $4M to $3M. Reported net income was -$490K.
How have The Sunshine House plan assets changed over time?
Across 3 plan years on file (2022-2024), The Sunshine House's sponsor-wide assets grew 29.0%, from $3M to $4M.
Which 401(k) plans are similar in size to The Sunshine House 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Tapia Brothers 401(k) in CA ($3M, 281 participants).
Which 401(k) plans cover a similar participant headcount to The Sunshine House 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Offerpad, LLC 401(k) Plan in AZ (1,031 participants, $13M in assets).