401(k) · DOL Form 5500 · 2022

Sunbelt Marketing Investment Corp. 401(k) Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
189
Participants Below avg headcount
94th
Percentile by assets National rank
$618,335
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan · Sponsored by Sunbelt Marketing Investment Corp. · Georgia · Wholesale Trade

$117M in assets, 189 participants

Sunbelt Marketing Investment Corp.'s Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan reported $117M in total assets and 189 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #6,488 in Wholesale Trade (6,843 peers)

Coverage in Georgia

Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan covers 189 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: $117M.

#6,488
in Wholesale Trade (6,843 peers)
+16.1%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan's outsized position by total assets

Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan vs every filed plan by assets

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

$116,865,234 Top 6% higher than 94% 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

Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral 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. Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan sits mid-pack in the medium band (189 participants).

Form 5500 schedule snapshot

Filing strip 581259105 · Sunbelt Marketing Investment Corp. PY 2022 · 401(k)

Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan · $117M · 189 · 94th

  • SCH $117M
  • SCH 189
  • SCH 94th
  • SCH 401(k)
  • SCH near Apple Bank for Savings 401(k) Plan
  • SCH ind #6488

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 Wholesale Trade retirement plans → · Plans in Georgia →

Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan in the asset neighbourhood

Seadrill Americas Inc. 401(k) Retirement Savings PlanSeadrill Americas Inc. 401(k…$117MApple Bank for Savings 401(k) PlanApple Bank for Savings 401(k…$117MSunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral PlanSunbelt Marketing Investment…$117MInsurity, LLC. 401(k) Retirement Savings PlanInsurity, LLC. 401(k) Retire…$117MCalifornia Casualty Management Company Savings Investment Plan for Salaried EmployeesCalifornia Casualty Manageme…$117M
End-of-year total assets ($M) among Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$115M
Net Income$17M
Employer EIN581259105
Plan Effective Date1977-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunbelt Marketing Investment Corp.)

Sponsor-wide plan assets over time

All Sunbelt Marketing Investment Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 9.63451371688521% vs 2022
2024 filing year
$95M$100M$105M$110M$115M$120M 202220232024 $117M $106M ▼ -9.6%
Year Plans Participants Total Assets
2022 1 189 $117M
2023 1 201 $101M
2024 2 433 $106M

Nearby 401(k) Plans in Georgia

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

Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan, Total assets ($B): 0.116865234 · Participants: 189Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan side-by-side with 3 peers →

Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Apple Bank for Savings 401(k) Plan in NY ($117M); by covered participants it is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan assets move in 2022? ▼
Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan grew sharply - up 16.1% during 2022, from $101M to $117M. Reported net income was $17M.
How have Sunbelt Marketing Investment Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunbelt Marketing Investment Corp.'s sponsor-wide assets declined 9.6%, from $117M to $106M.
Where does Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan rank by assets among Form 5500 filers? ▼
Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apple Bank for Savings 401(k) Plan in NY ($117M, 1,285 participants).
Which 401(k) plans cover a similar participant headcount to Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcare Association of New York State, Inc Retirement Savings Plan in NY (189 participants, $57M 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 581259105.

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.