401(k) · DOL Form 5500 · 2022

Sunbelt Marketing Investment Corp. 401(k) Plan

Data updated 2026-08-11

$117M
Total assets
189
Participants
94th
Percentile by assets
$618,335
Avg per participant
PlainRetire home → About this data

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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$117M
total plan assets (2022 EOY)
189
covered participants
94th
percentile by assets (of 139,126 plans)
$618,335
avg assets per participant

Where Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan sits 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 $2,010,000,000 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

State
Georgia
Industry
Wholesale Trade

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan reports 189 participants - about 17% of that state average ($117M EOY assets).

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.)

$95M$100M$105M$110M$115M$120M 202220232024 $117M $106M ▼ -9.6%
Total plan assets by year, all Sunbelt Marketing Investment Corp. plans on file
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

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 In…The Teamster-UPS Nat…Delta 401(k) Retirem…Delta 401(k) Retirem…UPS 401 (K) Savings …The Home Depot Futur…
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. Emplo… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan by total assets, not by location.

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).

Next read for Sunbelt Marketing Investment Corp. Emplo…

Filing takeaways

Ways to act on Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan's numbers.

  • By total assets, Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
  • Sunbelt Marketing Investment Corp.'s sponsor-wide assets have declined 9.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.