401(k) · DOL Form 5500 · 2022

Sunrise Medical Associates, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
31st
Percentile by assets National rank
$244,624
Avg per participant Above avg balance/head
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Official DOL plan name: Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan · Sponsored by Sunrise Medical Associates, LLC · Arizona · Healthcare & Social Assistance

$2M in assets, 7 participants

Sunrise Medical Associates, LLC's Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,314 in Healthcare & Social Assistance (20,060 peers)

Sunrise Medical Associates, LLC multi-year trail

Sunrise Medical Associates, LLC's plans moved +42.4% in assets from 2022 to 2024; this filing shows Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan at $2M / 7 participants.

#6,314
in Healthcare & Social Assistance (20,060 peers)
-1.3%
assets change YoY

The plan reported a net loss of $22K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,712,365 31st percentile higher than 31% 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

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 465267258 · Sunrise Medical Associates, LLC PY 2022 · 401(k)

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan · $2M · 7 · 31st

  • EBSA $2M
  • PART 7
  • TYPE 31st
  • NET 401(k)
  • BOOK near 35 Thousand Inc 401(k) Plan
  • VS-ST ind #6314

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 Arizona →

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Sunrise Medical Associates, LLC 401(k) Profit Sharing PlanSunrise Medical Associates, …$2M35 Thousand Inc 401(k) Plan$2MHerbert Financial Group, LLC 401(k) Profit Sharing PlanHerbert Financial Group, LLC…$2MNursecore Management Services, LLC. 401(k) Profit Sharing PlanNursecore Management Service…$2MWest Newton Dental Associates, LLC 401(k) PlanWest Newton Dental Associate…$2M
End-of-year total assets ($M) among Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sunrise Medical Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sunrise Medical Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.440133966765266% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.71M $2.44M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 6 $2M
2024 1 6 $2M

Sunrise Medical Associates, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$22K
Employer EIN465267258
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001712365 · Participants: 7Sunrise Medical Associates, LLC 401(k) Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is 35 Thousand Inc 401(k) Plan in TX ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan edged down modestly - down 1.3% during 2022, from $2M to $2M. Reported net income was -$22K.
How have Sunrise Medical Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Medical Associates, LLC's sponsor-wide assets grew 42.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 35 Thousand Inc 401(k) Plan in TX ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 465267258.

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.