ESOP · DOL Form 5500 · 2022

Sun Automation Inc. ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
106
Participants Small participant base
87th
Percentile by assets National rank
$409,911
Avg per participant High balance/head
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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.

  • #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.

#16,623
in Manufacturing (20,602 peers)
+2.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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.

Sun Automation Inc. Employee Stock Ownership Plan's outsized position by total assets

Sun Automation Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$43,450,568 Top 13% higher than 87% 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

Sun Automation Inc. Employee Stock Ownership 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 Automation Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

Form 5500 schedule snapshot

Filing strip 521394629 · Sun Automation Inc. PY 2022 · ESOP

Sun Automation Inc. Employee Stock Ownership Plan · $43M · 106 · 87th

  • PCT $43M
  • EIN 106
  • RANK 87th
  • PHOTO ESOP
  • IND near I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust
  • EOY ind #16623

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 Maryland →

Sun Automation Inc. Employee Stock Ownership Plan in the asset neighbourhood

Goettle Employee Stock Ownership PlanGoettle Employee Stock Owner…$43MSun Automation Inc. Employee Stock Ownership PlanSun Automation Inc. Employee…$43MI.E. Holding Company, Inc. Employee Stock Ownership Plan and TrustI.E. Holding Company, Inc. E…$43MWestern Global Airlines, Inc. Employee Stock Ownership PlanWestern Global Airlines, Inc…$43MFabarc Steel Supply$43M
End-of-year total assets ($M) among Sun Automation Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$30M
Net Income-$1M
Employer EIN521394629
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Automation Inc.)

Sponsor-wide plan assets over time

All Sun Automation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 32.926630371935175% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55M $73.1M ▲ +32.9%
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 Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Sun Automation Inc. Employee Stock Ownership Plan, Total assets ($M): 43.450568 · Participants: 106Sun Automation Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
Sun Automation Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Sun Automation Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sun Automation Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust in ND ($43M); by covered participants it is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Sun Automation Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Sun Automation Inc. Employee Stock Ownership Plan edged up modestly - up 2.0% during 2022, from $43M to $43M. Reported net income was -$1M.
How have Sun Automation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Automation Inc.'s sponsor-wide assets grew 32.9%, from $55M to $73M.
Where does Sun Automation Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sun Automation Inc. Employee Stock Ownership Plan ranks in the 87th 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 ESOP plans are similar in size to Sun Automation Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust in ND ($43M, 134 participants).
Which ESOP plans cover a similar participant headcount to Sun Automation Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clickstop, Inc. Employee Stock Ownership Plan in IA (106 participants, $449K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521394629.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.