401(k) · DOL Form 5500 · 2022

Sundance Holdings Group, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
425
Participants Below avg headcount
75th
Percentile by assets National rank
$40,265
Avg per participant Low balance/head
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Official DOL plan name: Sundance Holdings Group, LLC 401(k) Plan · Sponsored by Sundance Holdings Group, LLC · Utah · Retail Trade

$17M in assets, 425 participants

Sundance Holdings Group, LLC's Sundance Holdings Group, LLC 401(k) Plan reported $17M in total assets and 425 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #8,054 in Retail Trade (9,519 peers)

Where Sundance Holdings Group, LLC 401(k) Plan sits by assets

Sundance Holdings Group, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $17M for 425 participants (~$40,265/participant), down 10.5% in 2022.

#8,054
in Retail Trade (9,519 peers)
-10.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sundance Holdings Group, LLC 401(k) Plan's outsized position by total assets

Sundance Holdings Group, LLC 401(k) Plan vs every filed plan by assets

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

$17,112,812 Top 25% higher than 75% 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

Sundance Holdings Group, LLC 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. Sundance Holdings Group, LLC 401(k) Plan sits mid-pack in the medium band (425 participants).

Form 5500 schedule snapshot

Filing strip 201130359 · Sundance Holdings Group, LLC PY 2022 · 401(k)

Sundance Holdings Group, LLC 401(k) Plan · $17M · 425 · 75th

  • PHOTO $17M
  • IND 425
  • EOY 75th
  • 5500 401(k)
  • ASSETS near Von Roll USA, Inc. Savings Plan
  • PCT ind #8054

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 Retail Trade retirement plans → · Plans in Utah →

Sundance Holdings Group, LLC 401(k) Plan in the asset neighbourhood

Tire Discounters Retirement Savings PlanTire Discounters Retirement …$17MGrand Traverse Band Economic Development Corporation 401(k) Savings PlanGrand Traverse Band Economic…$17MSundance Holdings Group, LLC 401(k) PlanSundance Holdings Group, LLC…$17MVon Roll USA, Inc. Savings PlanVon Roll USA, Inc. Savings P…$17MCopenhagen Imports 401(k) Profit Sharing PlanCopenhagen Imports 401(k) Pr…$17M
End-of-year total assets ($M) among Sundance Holdings Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN201130359
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sundance Holdings Group, LLC)

Sponsor-wide plan assets over time

All Sundance Holdings Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $17.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 425 $17M
2023 1 599 $20M
2024 1 535 N/A

Nearby 401(k) Plans in Utah

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

Sundance Holdings Group, LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Sundance Holdings Group, LLC 401(k) Plan, Total assets ($B): 0.017112812 · Participants: 425Sundance Holdings Group, LLC 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Sundance Holdings Group, LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Sundance Holdings Group, LLC 401(k) Plan side-by-side with 3 peers →

Sundance Holdings Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Von Roll USA, Inc. Savings Plan in NY ($17M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 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 Sundance Holdings Group, LLC 401(k) Plan assets move in 2022? ▼
Sundance Holdings Group, LLC 401(k) Plan pulled back noticeably - down 10.5% during 2022, from $19M to $17M. Reported net income was -$2M.
Where does Sundance Holdings Group, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sundance Holdings Group, LLC 401(k) Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sundance Holdings Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Von Roll USA, Inc. Savings Plan in NY ($17M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Sundance Holdings Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (425 participants, $32M 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 201130359.

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.