Other · DOL Form 5500 · 2022
Sun Life Family Health Center, Inc. Retirement Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 393
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $33,562
- Avg per participant Low balance/head
Official DOL plan name: Sun Life Family Health Center, Inc. 403(b) Plan · Sponsored by Sun Life Family Health Center, Inc. · Arizona · Healthcare & Social Assistance
$13M in assets, 393 participants
Sun Life Family Health Center, Inc.'s Sun Life Family Health Center, Inc. 403(b) Plan reported $13M in total assets and 393 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #15,063 in Healthcare & Social Assistance (20,060 peers)
Sun Life Family Health Center, Inc. multi-year trail
Sun Life Family Health Center, Inc.'s plans moved +43.9% in assets from 2022 to 2024; this filing shows Sun Life Family Health Center, Inc. 403(b) Plan at $13M / 393 participants.
- #15,063
- in Healthcare & Social Assistance (20,060 peers)
- -15.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sun Life Family Health Center, Inc. 403(b) Plan's outsized position by total assets
Sun Life Family Health Center, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,189,746 Top 30% higher than 70% 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 Life Family Health Center, Inc. 403(b) 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 Life Family Health Center, Inc. 403(b) Plan sits mid-pack in the medium band (393 participants).
Form 5500 schedule snapshot
Filing strip 860296211 · Sun Life Family Health Center, Inc. PY 2022 · Other
Sun Life Family Health Center, Inc. 403(b) Plan · $13M · 393 · 70th
- NET $13M
- NET 393
- NET 70th
- NET Other
- NET near Linsly School, Inc. 403(b) DC Plan
- NET ind #15063
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 →
Sun Life Family Health Center, Inc. 403(b) Plan in the asset neighbourhood
Sun Life Family Health Center, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sun Life Family Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 43.90252852481011% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 393 | $13M |
| 2023 | 1 | 411 | $16M |
| 2024 | 1 | 449 | $19M |
Sun Life Family Health Center, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 860296211 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
- Honorhealth 403(b) Retirement Security Plan $873M · 12,089
- Operating Engineers Local 428 Annuity Trust Fund $256M · 7,538
- Banner Health Employees 403(b) Plan $146M · 10,133
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $120M · 1,633
- Kingman Regional Medical Center Employee Retirement Plan $91M · 1,954
Sun Life Family Health Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Linsly School, Inc. 403(b) DC Plan in WV ($13M); by covered participants it is Clarion Hospital 403(b) Plan in PA (393 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (393 participants); asset peers above are excluded.
- Clarion Hospital 403(b) Plan (PA) 393 · 0 off
- Wartburg Adult Care Community 403(b) Savings Plan (NY) 393 · 0 off
- Horace Mann School Retirement and Savings Plan (NY) 392 · 1 off
- Harcum College Defined Contribution 403b Retirement Plan (PA) 392 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.