401(k) · DOL Form 5500 · 2022

Sunlight Financial Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
195
Participants Below avg headcount
51st
Percentile by assets National rank
$25,698
Avg per participant Low balance/head
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Official DOL plan name: Sunlight Financial Holdings, Inc. 401(k) Retirement Plan · Sponsored by Sunlight Financial Holdings, Inc. · New York · Finance & Insurance

$5M in assets, 195 participants

Sunlight Financial Holdings, Inc.'s Sunlight Financial Holdings, Inc. 401(k) Retirement Plan reported $5M in total assets and 195 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,270 in Finance & Insurance (9,261 peers)

Coverage in New York

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan covers 195 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $5M.

#3,270
in Finance & Insurance (9,261 peers)
+9.7%
assets growth YoY

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$5,011,017 Top 49% higher than 51% 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

Sunlight Financial Holdings, Inc. 401(k) 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. Sunlight Financial Holdings, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (195 participants).

EBSA filing schedule strip

Filing strip 465653713 · Sunlight Financial Holdings, Inc. PY 2022 · 401(k)

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan · $5M · 195 · 51st

  • IND $5M
  • EOY 195
  • 5500 51st
  • ASSETS 401(k)
  • PCT near Scott M & a Corp 401(k) Plan
  • EIN ind #3270

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 Finance & Insurance retirement plans → · Plans in New York →

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan in the asset neighbourhood

Sunlight Financial Holdings, Inc. 401(k) Retirement PlanSunlight Financial Holdings,…$5MScott M & a Corp 401(k) Plan$5MSpotlight LLC 401(k) Profit Sharing Plan and TrustSpotlight LLC 401(k) Profit …$5MRtc Industries, Inc. Employees' Profit Sharing Plan and TrustRtc Industries, Inc. Employe…$5MIncome Property Management Employees Savings TrustIncome Property Management E…$5M
End-of-year total assets ($M) among Sunlight Financial Holdings, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$442K
Employer EIN465653713
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunlight Financial Holdings, Inc.)

Sponsor-wide plan assets over time

All Sunlight Financial Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 55.88847533345027% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.01M $7.81M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 195 $5M
2023 1 224 $7M
2024 1 133 $8M

Nearby 401(k) Plans in New York

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

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sunlight Financial Holdings, Inc. 401(k) Retirement Plan, Total assets ($B): 0.005011017 · Participants: 195Sunlight Financial Holdings, Inc. 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Sunlight Financial Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sunlight Financial Holdings, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Scott M & a Corp 401(k) Plan in OH ($5M); by covered participants it is Antares Pharma, Inc. Employee Savings Plan in NJ (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Sunlight Financial Holdings, Inc. 401(k) Retirement Plan assets move in 2022? ▼
Sunlight Financial Holdings, Inc. 401(k) Retirement Plan grew at a solid clip - up 9.7% during 2022, from $5M to $5M. Reported net income was $442K.
How have Sunlight Financial Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunlight Financial Holdings, Inc.'s sponsor-wide assets grew 55.9%, from $5M to $8M.
Which 401(k) plans are similar in size to Sunlight Financial Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scott M & a Corp 401(k) Plan in OH ($5M, 370 participants).
Which 401(k) plans cover a similar participant headcount to Sunlight Financial Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Antares Pharma, Inc. Employee Savings Plan in NJ (195 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 465653713.

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.