ESOP · DOL Form 5500 · 2022

Sun Machinery Company, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
29
Participants Small participant base
39th
Percentile by assets National rank
$92,826
Avg per participant Below avg balance/head
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Official DOL plan name: Sun Machinery Company, Inc. ESOP · Sponsored by Sun Machinery Company, Inc. · South Carolina · Other Services

$3M in assets, 29 participants

Sun Machinery Company, Inc.'s Sun Machinery Company, Inc. ESOP reported $3M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #5,081 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Sun Machinery Company, Inc. ESOP ranks #5,081 of 8,398 2022 filers by assets (746% of the sector average)-$3M for 29 participants.

#5,081
in Other Services (8,398 peers)
+3.7%
assets growth YoY

Sun Machinery Company, Inc. ESOP's mid-pack asset rank among Other Services and all filers

Sun Machinery Company, Inc. ESOP vs every filed plan by assets

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

$2,691,954 39th percentile higher than 39% 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 Machinery Company, Inc. ESOP among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Machinery Company, Inc. ESOP is a small filing (29 participants) on this national headcount ladder.

DOL schedule card

Filing strip 570707460 · Sun Machinery Company, Inc. PY 2022 · ESOP

Sun Machinery Company, Inc. ESOP · $3M · 29 · 39th

  • ASSETS $3M
  • ASSETS 29
  • ASSETS 39th
  • ASSETS ESOP
  • ASSETS near Manufacturing Maintenance Solutions, Inc. Employee Stock Ownership Plan
  • ASSETS ind #5081

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 South Carolina →

Sun Machinery Company, Inc. ESOP in the asset neighbourhood

George E. Masker, Inc. Employee Stock Ownership PlanGeorge E. Masker, Inc. Emplo…$3MSun Machinery Company, Inc. ESOPSun Machinery Company, Inc. …$3MManufacturing Maintenance Solutions, Inc. Employee Stock Ownership PlanManufacturing Maintenance So…$3MThe Lester Group, Inc Employee Stock Ownership PlanThe Lester Group, Inc Employ…$3MMa Bank Employee Stock Ownership PlanMa Bank Employee Stock Owner…$3M
End-of-year total assets ($M) among Sun Machinery Company, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$96K
Employer EIN570707460
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Machinery Company, Inc.)

Sponsor-wide plan assets over time

All Sun Machinery Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7.9884723141628715% vs 2022
2024 filing year
$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.69M $2.91M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 27 $3M
2024 1 30 $3M

Nearby ESOP Plans in South Carolina

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

Sun Machinery Company, Inc. ESOP vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 01020304050 Total assets ($M) Participants Sun Machinery Company, Inc. ESOP, Total assets ($M): 2.691954 · Participants: 29Sun Machinery Company, Inc. ESOPBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership Plan
Sun Machinery Company, Inc. ESOP vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Sun Machinery Company, Inc. ESOP side-by-side with 3 peers →

Sun Machinery Company, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Manufacturing Maintenance Solutions, Inc. Employee Stock Ownership Plan in IL ($3M); by covered participants it is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Machinery Company, Inc. ESOP assets move in 2022? ▼
Sun Machinery Company, Inc. ESOP edged up modestly - up 3.7% during 2022, from $3M to $3M. Reported net income was $96K.
How have Sun Machinery Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Machinery Company, Inc.'s sponsor-wide assets grew 8.0%, from $3M to $3M.
Which ESOP plans are similar in size to Sun Machinery Company, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Manufacturing Maintenance Solutions, Inc. Employee Stock Ownership Plan in IL ($3M, 118 participants).
Which ESOP plans cover a similar participant headcount to Sun Machinery Company, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Mckenna Enigineering & Equipment Company, Inc. Employee Stock Ownership Plan in CA (29 participants, N/A 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 570707460.

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.