Profit Sharing · DOL Form 5500 · 2022

Sunset Retirement Communities, Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
377
Participants Below avg headcount
55th
Percentile by assets National rank
$16,189
Avg per participant Low balance/head
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Official DOL plan name: Sunset Retirement Communities, Inc. Savings and Retirement Plan · Sponsored by Sunset Retirement Communities, Inc. · Ohio · Healthcare & Social Assistance

$6M in assets, 377 participants

Sunset Retirement Communities, Inc.'s Sunset Retirement Communities, Inc. Savings and Retirement Plan reported $6M in total assets and 377 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #12,135 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Sunset Retirement Communities, Inc. Savings and Retirement Plan covers 377 participants in Ohio, about 49% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

#12,135
in Healthcare & Social Assistance (20,060 peers)
-16.9%
assets change YoY

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.

Sunset Retirement Communities, Inc. Savings and Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunset Retirement Communities, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$6,103,170 Top 45% higher than 55% 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

Sunset Retirement Communities, Inc. Savings and Retirement 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. Sunset Retirement Communities, Inc. Savings and Retirement Plan sits mid-pack in the medium band (377 participants).

Plan-year Form 5500 strip

Filing strip 344428230 · Sunset Retirement Communities, Inc. PY 2022 · Profit Sharing

Sunset Retirement Communities, Inc. Savings and Retirement Plan · $6M · 377 · 55th

  • PCT $6M
  • PCT 377
  • PCT 55th
  • PCT Profit Sharing
  • PCT near Jack V. Butterfield Investment Company
  • PCT ind #12135

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 Ohio →

Sunset Retirement Communities, Inc. Savings and Retirement Plan in the asset neighbourhood

Champ Systems, Inc. Profit Sharing PlanChamp Systems, Inc. Profit S…$6M403(b) Thrift Plan for Eihab Human Services, Inc.403(b) Thrift Plan for Eihab…$6MJewish Community Center of Orange County Retirement Savings PlanJewish Community Center of O…$6MSunset Retirement Communities, Inc. Savings and Retirement PlanSunset Retirement Communitie…$6MJack V. Butterfield Investment CompanyJack V. Butterfield Investme…$6M
End-of-year total assets ($M) among Sunset Retirement Communities, Inc. Savings and Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN344428230
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunset Retirement Communities, Inc.)

Sponsor-wide plan assets over time

All Sunset Retirement Communities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 66.50378409908294% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.1M $2.04M ▼ -66.6%
Year Plans Participants Total Assets
2022 1 377 $6M
2023 1 296 $6M
2024 1 312 $2M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sunset Retirement Communities, Inc. Savings and Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.5 Total assets ($B) Participants Sunset Retirement Communities, Inc. Savings and Retirement Plan, Total assets ($B): 0.00610317 · Participants: 377Sunset Retirement Communities, Inc. Savings and Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.188747256 · Participants: 46417Cleveland Clinic Investment Pension PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.201665954 · Participants: 11973The Employer Retirement Savings Plan- Premier Health PartnersWhite Castle Profit Sharing Plan, Total assets ($B): 0.172160423 · Participants: 4241White Castle Profit Sharing PlanHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.165638748 · Participants: 1876Holzer Health System 401a Profit Sharing PlanSouthern Ohio Medical Center Retirement Savings Program, Total assets ($B): 0.13554467 · Participants: 3162Southern Ohio Medical Center Retirement Savings Program
Sunset Retirement Communities, Inc. Savings and Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Sunset Retirement Communities, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Sunset Retirement Communities, Inc. Savings and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Jack V. Butterfield Investment Company in MI ($6M); by covered participants it is Apalachee Center, Inc. Retirement Plan in FL (377 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (377 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 Sunset Retirement Communities, Inc. Savings and Retirement Plan assets move in 2022? ▼
Sunset Retirement Communities, Inc. Savings and Retirement Plan declined sharply - down 16.9% during 2022, from $7M to $6M. Reported net income was -$1M.
How have Sunset Retirement Communities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunset Retirement Communities, Inc.'s sponsor-wide assets declined 66.5%, from $6M to $2M.
Which Profit Sharing plans are similar in size to Sunset Retirement Communities, Inc. Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jack V. Butterfield Investment Company in MI ($6M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Sunset Retirement Communities, Inc. Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Apalachee Center, Inc. Retirement Plan in FL (377 participants, $11M 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 344428230.

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.