ESOP · DOL Form 5500 · 2022
Sun Automation Inc. ESOP
Data updated 2026-08-11
- $43M
- Total assets
- 106
- Participants
- 87th
- Percentile by assets
- $409,911
- Avg per participant
Official DOL plan name: Sun Automation Inc. Employee Stock Ownership Plan · Sponsored by Sun Automation Inc. · Maryland · Manufacturing
$43M in assets, 106 participants
Sun Automation Inc.'s Sun Automation Inc. Employee Stock Ownership Plan reported $43M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #16,623 in Manufacturing (20,602 peers)
Coverage in Maryland
Sun Automation Inc. Employee Stock Ownership Plan covers 106 participants in Maryland, about 11% of the average Maryland filer (state average ~929 per filing). Assets: $43M.
- $43M
- total plan assets (2022 EOY)
- 106
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $409,911
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Maryland filers
In Maryland, the average filing covers about 929 participants across 2,484 plans. Sun Automation Inc. Employee Stock Ownership Plan reports 106 participants - about 11% of that state average ($43M EOY assets).
Maryland filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | -$1M |
| Employer EIN | 521394629 |
| Plan Effective Date | 2002-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sun Automation Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 234 | $55M |
| 2023 | 2 | 231 | $67M |
| 2024 | 2 | 252 | $73M |
Nearby ESOP Plans in Maryland
Peer ESOP plans, same state, same plan type, ranked by total assets.
Sun Automation Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
- Evapco, Inc. Employee Stock Ownership Plan $876M · 1,522
- Westat, Inc. Employee Stock Ownership Plan $371M · 2,842
- Brown Capital Management ESOP $368M · 34
- Kci Technologies, Inc. Employee Stock Ownership Plan $289M · 1,580
- Lockheed Martin Corporation Capital Accumulation Plan $247M · 4,213
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Sun Automation Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Sun Automation Inc. Employee Stock Owner…
Filing takeaways
Ways to act on Sun Automation Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Sun Automation Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Maryland. Compare plans
- Sun Automation Inc.'s sponsor-wide assets have grown 32.9% since 2022 across 3 plan years on file. More Manufacturing plans