401(k) · DOL Form 5500 · 2022
Sunset Oaks, Inc. 401(k) Plan
Data updated 2026-08-25
- $75K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $37,731
- Avg per participant Low balance/head
Official DOL plan name: Sunset Oaks, Inc. 401(k) Profit Sharing Plan · Sponsored by Sunset Oaks, Inc. · Texas · Other Services
$75K in assets, 2 participants
Sunset Oaks, Inc.'s Sunset Oaks, Inc. 401(k) Profit Sharing Plan reported $75K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 5th 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.
- #899 in Other Services (8,398 peers)
Sunset Oaks, Inc. multi-year trail
Sunset Oaks, Inc.'s plans moved +178.8% in assets from 2022 to 2024; this filing shows Sunset Oaks, Inc. 401(k) Profit Sharing Plan at $75K / 2 participants.
- #899
- in Other Services (8,398 peers)
- -30.7%
- assets change YoY
The plan reported a net loss of $33K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sunset Oaks, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Sunset Oaks, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$75,462 5th percentile higher than 5% 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
Sunset Oaks, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunset Oaks, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 844696173 · Sunset Oaks, Inc. PY 2022 · 401(k)
Sunset Oaks, Inc. 401(k) Profit Sharing Plan · $75K · 2 · 5th
- SCH $75K
- SCH 2
- SCH 5th
- SCH 401(k)
- SCH near Ansarshua Inc. 401(k) Profit Sharing Plan
- SCH ind #899
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 Other Services retirement plans → · Plans in Texas →
Sunset Oaks, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Sunset Oaks, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sunset Oaks, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $210K 178.81185232302352% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $75K |
| 2023 | 1 | 2 | $127K |
| 2024 | 1 | 3 | $210K |
Sunset Oaks, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $109K |
|---|---|
| Net Assets (End of Year) | $75K |
| Net Income | -$33K |
| Employer EIN | 844696173 |
| Plan Effective Date | 2020-03-27 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Sunset Oaks, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ansarshua Inc. 401(k) Profit Sharing Plan in CA ($75K); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($75K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.