401(k) · DOL Form 5500 · 2022

Sunrise Coal, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
685
Participants Below avg headcount
86th
Percentile by assets National rank
$58,688
Avg per participant Low balance/head
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Official DOL plan name: Sunrise Coal, LLC 401(k) Profit Sharing Plan · Sponsored by Sunrise Coal, LLC · Indiana · Mining & Oil Extraction

$40M in assets, 685 participants

Sunrise Coal, LLC's Sunrise Coal, LLC 401(k) Profit Sharing Plan reported $40M in total assets and 685 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #665 in Mining & Oil Extraction (892 peers)

Where Sunrise Coal, LLC 401(k) Profit Sharing Plan sits by assets

Sunrise Coal, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $40M for 685 participants (~$58,688/participant), down 8.0% in 2022.

#665
in Mining & Oil Extraction (892 peers)
-8.0%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunrise Coal, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Sunrise Coal, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$40,201,531 Top 14% higher than 86% 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

Sunrise Coal, LLC 401(k) Profit Sharing 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. Sunrise Coal, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (685 participants).

Plan-year Form 5500 strip

Filing strip 371449270 · Sunrise Coal, LLC PY 2022 · 401(k)

Sunrise Coal, LLC 401(k) Profit Sharing Plan · $40M · 685 · 86th

  • PART $40M
  • TYPE 685
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Meyer, Suozzi, English & Klein, P.C. 401(k) Plan
  • BOY ind #665

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 Mining & Oil Extraction retirement plans → · Plans in Indiana →

Sunrise Coal, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Code42 401(k) Retirement Plan$40MArvos Ljungstrom LLC 401(k) PlanArvos Ljungstrom LLC 401(k) …$40MStandard Sales Company, L.P. 401(k) PlanStandard Sales Company, L.P.…$40MSunrise Coal, LLC 401(k) Profit Sharing PlanSunrise Coal, LLC 401(k) Pro…$40MMeyer, Suozzi, English & Klein, P.C. 401(k) PlanMeyer, Suozzi, English & Kle…$40M
End-of-year total assets ($M) among Sunrise Coal, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$40M
Net Income-$3M
Employer EIN371449270
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunrise Coal, LLC)

Sponsor-wide plan assets over time

All Sunrise Coal, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 29.9832436729835% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.2M $52.3M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 685 $40M
2023 1 839 $51M
2024 1 884 $52M

Nearby 401(k) Plans in Indiana

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

Sunrise Coal, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Sunrise Coal, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.040201531 · Participants: 685Sunrise Coal, LLC 401(k) Profit Sharing PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sunrise Coal, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Sunrise Coal, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Meyer, Suozzi, English & Klein, P.C. 401(k) Plan in NY ($40M); by covered participants it is Southern Air, Inc. Cash or Deferred Profit Sharing Plan in VA (685 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (685 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 Sunrise Coal, LLC 401(k) Profit Sharing Plan assets move in 2022?
Sunrise Coal, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 8.0% during 2022, from $44M to $40M. Reported net income was -$3M.
How have Sunrise Coal, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Sunrise Coal, LLC's sponsor-wide assets grew 30.0%, from $40M to $52M.
Where does Sunrise Coal, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Sunrise Coal, LLC 401(k) Profit Sharing Plan ranks in the 86th 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 Sunrise Coal, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Meyer, Suozzi, English & Klein, P.C. 401(k) Plan in NY ($40M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Coal, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Southern Air, Inc. Cash or Deferred Profit Sharing Plan in VA (685 participants, $51M in assets).