401(k) · DOL Form 5500 · 2022
Sun Capital Advisors, LP 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $159,867
- Avg per participant Above avg balance/head
Official DOL plan name: Sun Capital Advisors, LP 401(k) Plan · Sponsored by Sun Capital Advisors, LP · Florida · Finance & Insurance
$17M in assets, 104 participants
Sun Capital Advisors, LP's Sun Capital Advisors, LP 401(k) Plan reported $17M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #5,546 in Finance & Insurance (9,261 peers)
Coverage in Florida
Sun Capital Advisors, LP 401(k) Plan covers 104 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $17M.
- #5,546
- in Finance & Insurance (9,261 peers)
- -13.7%
- assets change YoY
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.
Sun Capital Advisors, LP 401(k) Plan's outsized position by total assets
Sun Capital Advisors, LP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,626,129 Top 26% higher than 74% 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
Sun Capital Advisors, LP 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. Sun Capital Advisors, LP 401(k) Plan sits mid-pack in the medium band (104 participants).
DOL schedule card
Filing strip 650624186 · Sun Capital Advisors, LP PY 2022 · 401(k)
Sun Capital Advisors, LP 401(k) Plan · $17M · 104 · 74th
- BOOK $17M
- VS-ST 104
- BOY 74th
- SCH 401(k)
- EBSA near Renaissance Financial Corporation 401(k) Profit Sharing Plan & Trust
- PART ind #5546
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 Finance & Insurance retirement plans → · Plans in Florida →
Sun Capital Advisors, LP 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$3M |
| Employer EIN | 650624186 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sun Capital Advisors, LP)
Sponsor-wide plan assets over time
All Sun Capital Advisors, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 6.774330934157915% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $17M |
| 2023 | 1 | 98 | $18M |
| 2024 | 1 | 77 | $18M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Sun Capital Advisors, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Renaissance Financial Corporation 401(k) Profit Sharing Plan & Trust in MO ($17M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- First City Credit Union 401(k) Plan (CA) 104 · 0 off
- Able Communications Inc. 401(k) Plan (TX) 104 · 0 off
- Ppr Foods, LLC 401(k) Profit Sharing Plan (NC) 104 · 0 off
- Taprite, Inc. 401(k) Retirement Plan (TX) 104 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.