401(k) · DOL Form 5500 · 2022
Sunrise Senior Living 401(k) Plan
Data updated 2026-08-25
- $290M
- Total assets Near avg plan size
- 20,629
- Participants Very large workforce
- 97th
- Percentile by assets National rank
- $14,037
- Avg per participant Low balance/head
Official DOL plan name: Sunrise Senior Living 401(k) Plan · Sponsored by Sunrise Senior Living · Virginia · Healthcare & Social Assistance
$290M in assets, 20,629 participants
Sunrise Senior Living's Sunrise Senior Living 401(k) Plan reported $290M in total assets and 20,629 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #19,471 in Healthcare & Social Assistance (20,060 peers)
Coverage in Virginia
Sunrise Senior Living 401(k) Plan covers 20,629 participants in Virginia, 26x the typical Virginia plan (state average ~782 per filing). Assets: $290M.
- #19,471
- in Healthcare & Social Assistance (20,060 peers)
- -12.4%
- assets change YoY
- 2.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $41M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sunrise Senior Living 401(k) Plan's outsized position by total assets
Sunrise Senior Living 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$289,572,523 Top 3% higher than 97% 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
Sunrise Senior Living 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunrise Senior Living 401(k) Plan is a mega filing (20,629 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 541746596 · Sunrise Senior Living PY 2022 · 401(k)
Sunrise Senior Living 401(k) Plan · $290M · 20,629 · 97th
- RANK $290M
- PHOTO 20,629
- IND 97th
- EOY 401(k)
- 5500 near Nch Corporation Retirement Savings Plan
- ASSETS ind #19471
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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Sunrise Senior Living 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $331M |
|---|---|
| Net Assets (End of Year) | $290M |
| Net Income | -$41M |
| Employer EIN | 541746596 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunrise Senior Living)
Sponsor-wide plan assets over time
All Sunrise Senior Living plans reported in each filing year
- Latest sponsor-wide plan assets
- $360M 24.357651848065707% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20,629 | $290M |
| 2023 | 1 | 19,826 | $333M |
| 2024 | 1 | 18,483 | $360M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Scale composition for Sunrise Senior Living 401(k) Plan
Sunrise Senior Living 401(k) Plan reports $290M in end-of-year assets across 20,629 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.022% of 93,925,755 covered participants) - about $14,037 per participant (10% of the national average assets-per-participant) . Net income for plan year 2022 was -$41M.
This plan identity (EIN 541746596, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $290M to $360M (+24.4%) while covered participants moved from 20,629 to 18,483 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,629 | $290M | This page |
| 2023 | 19,826 | $333M | Open filing |
| 2024 · index core | 18,483 | $360M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Sunrise Senior Living 401(k) Plan (401(k), $360M, 18,483 participants)
Sunrise Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Nch Corporation Retirement Savings Plan in TX ($289M); by covered participants it is Keurig Dr Pepper 401(k) Plan in TX (20,642 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($290M here).
- Nch Corporation Retirement Savings Plan (TX) $289M · 1,909
- Ziegler Inc. Voluntary Retirement Savings Plan (MN) $290M · 2,286
- Lineage Logistics 401(k) Plan (MI) $289M · 8,421
- Carle Profit Sharing Plan (IL) $289M · 2,227
Similar participant headcount
Nearest other-state filings by covered participants (20,629 participants); asset peers above are excluded.
- Keurig Dr Pepper 401(k) Plan (TX) 20,642 · 13 off
- Adt Security Corporation Retirement Savings and Investment Plan (FL) 20,647 · 18 off
- Takeda Pharmaceutical U.S.a., Inc. Savings and Retirement Plan (IL) 20,597 · 32 off
- Life Time and Its Affiliates 401(k) Plan (MN) 20,563 · 66 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.