401(k) · DOL Form 5500 · 2022

Sun America LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
117
Participants Small participant base
28th
Percentile by assets National rank
$11,605
Avg per participant Low balance/head
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Official DOL plan name: Sun America LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Sun America LLC · Ohio · Manufacturing

$1M in assets, 117 participants

Sun America LLC's Sun America LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,809 in Manufacturing (20,602 peers)

Coverage in Ohio

Sun America LLC 401(k) Profit Sharing Plan & Trust covers 117 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $1M.

#2,809
in Manufacturing (20,602 peers)
-1.2%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sun America LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Sun America LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,357,801 28th percentile higher than 28% 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 America LLC 401(k) Profit Sharing Plan & Trust 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 America LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (117 participants).

EBSA filing schedule strip

Filing strip 472960116 · Sun America LLC PY 2022 · 401(k)

Sun America LLC 401(k) Profit Sharing Plan & Trust · $1M · 117 · 28th

  • ASSETS $1M
  • ASSETS 117
  • ASSETS 28th
  • ASSETS 401(k)
  • ASSETS near Wright Celebrations, Inc. 401(k) Plan
  • ASSETS ind #2809

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 Manufacturing retirement plans → · Plans in Ohio →

Sun America LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sun America LLC 401(k) Profit Sharing Plan & TrustSun America LLC 401(k) Profi…$1MWright Celebrations, Inc. 401(k) PlanWright Celebrations, Inc. 40…$1MPerry Dental, Ltd. 401(k) PlanPerry Dental, Ltd. 401(k) Pl…$1MRosas First Quality Home Healthcare, LLC 401(k) Profit Sharing PlanRosas First Quality Home Hea…$1MEagle Industries, Inc 401(k) PlanEagle Industries, Inc 401(k)…$1M
End-of-year total assets ($M) among Sun America LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$17K
Employer EIN472960116
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun America LLC)

Sponsor-wide plan assets over time

All Sun America LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 51.370782611001175% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.36M $2.06M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 117 $1M
2023 1 144 $2M
2024 1 103 $2M

Nearby 401(k) Plans in Ohio

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

Sun America LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Sun America LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001357801 · Participants: 117Sun America LLC 401(k) Profit Sharing Plan & TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Sun America LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

Sun America LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Wright Celebrations, Inc. 401(k) Plan in CA ($1M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 America LLC 401(k) Profit Sharing Plan & Trust assets move in 2022?
Sun America LLC 401(k) Profit Sharing Plan & Trust edged down modestly - down 1.2% during 2022, from $1M to $1M. Reported net income was -$17K.
How have Sun America LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Sun America LLC's sponsor-wide assets grew 51.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Sun America LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Wright Celebrations, Inc. 401(k) Plan in CA ($1M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Sun America LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants, N/A in assets).