401(k) · DOL Form 5500 · 2022

Sun Belle, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
139
Participants Small participant base
74th
Percentile by assets National rank
$115,438
Avg per participant Below avg balance/head
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Official DOL plan name: Sun Belle, Inc. 401(k) Profit Sharing Plan · Sponsored by Sun Belle, Inc. · Illinois · Wholesale Trade

$16M in assets, 139 participants

Sun Belle, Inc.'s Sun Belle, Inc. 401(k) Profit Sharing Plan reported $16M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,781 in Wholesale Trade (6,843 peers)

Coverage in Illinois

Sun Belle, Inc. 401(k) Profit Sharing Plan covers 139 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

#4,781
in Wholesale Trade (6,843 peers)
-11.7%
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 Belle, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Sun Belle, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$16,045,929 Top 26% higher than 74% 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 Belle, Inc. 401(k) Profit Sharing 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 Belle, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (139 participants).

EBSA filing schedule strip

Filing strip 521469354 · Sun Belle, Inc. PY 2022 · 401(k)

Sun Belle, Inc. 401(k) Profit Sharing Plan · $16M · 139 · 74th

  • 5500 $16M
  • ASSETS 139
  • PCT 74th
  • EIN 401(k)
  • RANK near Kimball, Tirey & St. John LLP 401(k) Plan
  • PHOTO ind #4781

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 Wholesale Trade retirement plans → · Plans in Illinois →

Sun Belle, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sun Belle, Inc. 401(k) Profit Sharing PlanSun Belle, Inc. 401(k) Profi…$16MKimball, Tirey & St. John LLP 401(k) PlanKimball, Tirey & St. John LL…$16MJames Bell Associates, Inc. 401(k) and Profit Sharing PlanJames Bell Associates, Inc. …$16MPaper Transport 401(k) Plan$16MHodges Doughty & Carson 401(k) Profit Sharing PlanHodges Doughty & Carson 401(…$16M
End-of-year total assets ($M) among Sun Belle, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN521469354
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Belle, Inc.)

Sponsor-wide plan assets over time

All Sun Belle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 24.359424748794538% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $20M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 139 $16M
2023 1 131 $18M
2024 2 135 $20M

Nearby 401(k) Plans in Illinois

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

Sun Belle, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sun Belle, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.016045929 · Participants: 139Sun Belle, Inc. 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Sun Belle, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sun Belle, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sun Belle, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kimball, Tirey & St. John LLP 401(k) Plan in CA ($16M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Belle, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Sun Belle, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 11.7% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Sun Belle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Belle, Inc.'s sponsor-wide assets grew 24.4%, from $16M to $20M.
Which 401(k) plans are similar in size to Sun Belle, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kimball, Tirey & St. John LLP 401(k) Plan in CA ($16M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Sun Belle, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 521469354.

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.