401(k) · DOL Form 5500 · 2022

Sunenergy1 LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
110
Participants Small participant base
45th
Percentile by assets National rank
$35,305
Avg per participant Low balance/head
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Official DOL plan name: Sunenergy1 LLC 401(k) Plan · Sponsored by Sunenergy1 LLC · North Carolina · Utilities

$4M in assets, 110 participants

Sunenergy1 LLC's Sunenergy1 LLC 401(k) Plan reported $4M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #130 in Utilities (738 peers)

Coverage in North Carolina

Sunenergy1 LLC 401(k) Plan covers 110 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#130
in Utilities (738 peers)
-0.2%
assets change YoY

The plan reported a net loss of $8K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunenergy1 LLC 401(k) Plan's mid-pack asset rank among Utilities and all filers

Sunenergy1 LLC 401(k) Plan vs every filed plan by assets

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

$3,883,576 45th percentile higher than 45% 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

Sunenergy1 LLC 401(k) 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. Sunenergy1 LLC 401(k) Plan sits mid-pack in the medium band (110 participants).

Plan-year Form 5500 strip

Filing strip 271695242 · Sunenergy1 LLC PY 2022 · 401(k)

Sunenergy1 LLC 401(k) Plan · $4M · 110 · 45th

  • IND $4M
  • IND 110
  • IND 45th
  • IND 401(k)
  • IND near Awareness Technology, Inc. Retirement Savings Plan
  • IND ind #130

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 Utilities retirement plans → · Plans in North Carolina →

Sunenergy1 LLC 401(k) Plan in the asset neighbourhood

Sunenergy1 LLC 401(k) Plan$4MAwareness Technology, Inc. Retirement Savings PlanAwareness Technology, Inc. R…$4MSynergis Profit Sharing Plan$4MHornblower Group Contracted Employees 401(k) PlanHornblower Group Contracted …$4MGarlyn O Shelton Inc. Employees Profit Sharing 401(k)Garlyn O Shelton Inc. Employ…$4M
End-of-year total assets ($M) among Sunenergy1 LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$8K
Employer EIN271695242
Plan Effective Date2016-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunenergy1 LLC)

Sponsor-wide plan assets over time

All Sunenergy1 LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 66.50406738531703% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.88M $6.47M ▲ +66.8%
Year Plans Participants Total Assets
2022 1 110 $4M
2023 1 105 $5M
2024 1 252 $6M

Nearby 401(k) Plans in North Carolina

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

Sunenergy1 LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Sunenergy1 LLC 401(k) Plan, Total assets ($B): 0.003883576 · Participants: 110Sunenergy1 LLC 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Sunenergy1 LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sunenergy1 LLC 401(k) Plan side-by-side with 3 peers →

Sunenergy1 LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Awareness Technology, Inc. Retirement Savings Plan in FL ($4M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Sunenergy1 LLC 401(k) Plan assets move in 2022? ▼
Sunenergy1 LLC 401(k) Plan held essentially flat - down 0.2% during 2022, from $4M to $4M. Reported net income was -$8K.
How have Sunenergy1 LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunenergy1 LLC's sponsor-wide assets grew 66.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Sunenergy1 LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Awareness Technology, Inc. Retirement Savings Plan in FL ($4M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Sunenergy1 LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 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 271695242.

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.