ESOP · DOL Form 5500 · 2022
Sunwest Supply, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 41
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $37,583
- Avg per participant Low balance/head
Official DOL plan name: Sunwest Supply, Inc. Employee Stock Ownership Plan · Sponsored by Sunwest Supply, Inc. · Arizona · Manufacturing
$2M in assets, 41 participants
Sunwest Supply, Inc.'s Sunwest Supply, Inc. Employee Stock Ownership Plan reported $2M in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #3,046 in Manufacturing (20,602 peers)
Sunwest Supply, Inc. multi-year trail
Sunwest Supply, Inc.'s plans moved +506.6% in assets from 2022 to 2024; this filing shows Sunwest Supply, Inc. Employee Stock Ownership Plan at $2M / 41 participants.
- #3,046
- in Manufacturing (20,602 peers)
- +150.6%
- assets growth YoY
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sunwest Supply, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Sunwest Supply, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,540,883 30th percentile higher than 30% 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
Sunwest Supply, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunwest Supply, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 860658315 · Sunwest Supply, Inc. PY 2022 · ESOP
Sunwest Supply, Inc. Employee Stock Ownership Plan · $2M · 41 · 30th
- RANK $2M
- PHOTO 41
- IND 30th
- EOY ESOP
- 5500 near Snell-Zornig Funeral Homes, Inc. ESOP
- ASSETS ind #3046
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 What is an ESOP? → · Plans in Arizona →
Sunwest Supply, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Sunwest Supply, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sunwest Supply, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 506.55286611637615% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 41 | $2M |
| 2023 | 1 | 36 | $8M |
| 2024 | 1 | 41 | $9M |
Sunwest Supply, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $615K |
|---|---|
| Net Assets (End of Year) | -$11M |
| Net Income | -$12M |
| Employer EIN | 860658315 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arizona
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Sundt Companies Employee Stock Ownership Plan $654M · 1,879
- U-Haul Holding Company Employee Stock Ownership Plan $498M · 18,179
- Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan $309M · 235
- Pima Medical Institute Employee Stock Ownership Plan $190M · 1,362
- Rvr Employee Stock Ownership Plan $145M · 139
Sunwest Supply, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Arizona, the nearest ESOP by assets is Snell-Zornig Funeral Homes, Inc. ESOP in IA ($2M); by covered participants it is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (41 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (41 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.