401(k) · DOL Form 5500 · 2022

Sunshine Terrace Foundation, Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
153
Participants Small participant base
38th
Percentile by assets National rank
$16,648
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Sunshine Terrace Foundation, Inc Retirement Plan · Sponsored by Sunshine Terrace Foundation, Inc · Utah · Healthcare & Social Assistance

$3M in assets, 153 participants

Sunshine Terrace Foundation, Inc's Sunshine Terrace Foundation, Inc Retirement Plan reported $3M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #8,039 in Healthcare & Social Assistance (20,060 peers)

Coverage in Utah

Sunshine Terrace Foundation, Inc Retirement Plan covers 153 participants in Utah, about 26% of the average Utah filer (state average ~592 per filing). Assets: $3M.

#8,039
in Healthcare & Social Assistance (20,060 peers)
-11.7%
assets change YoY

The plan reported a net loss of $338K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunshine Terrace Foundation, Inc Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunshine Terrace Foundation, Inc Retirement Plan vs every filed plan by assets

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

$2,547,170 38th percentile higher than 38% 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

Sunshine Terrace Foundation, Inc 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. Sunshine Terrace Foundation, Inc Retirement Plan sits mid-pack in the medium band (153 participants).

DOL schedule card

Filing strip 870208619 · Sunshine Terrace Foundation, Inc PY 2022 · 401(k)

Sunshine Terrace Foundation, Inc Retirement Plan · $3M · 153 · 38th

  • EBSA $3M
  • EBSA 153
  • EBSA 38th
  • EBSA 401(k)
  • EBSA near Family & Children's Service, Inc. 401(k) Retirement Plan
  • EBSA ind #8039

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 Healthcare & Social Assistance retirement plans → · Plans in Utah →

Sunshine Terrace Foundation, Inc Retirement Plan in the asset neighbourhood

Sunshine Terrace Foundation, Inc Retirement PlanSunshine Terrace Foundation,…$3MFamily & Children's Service, Inc. 401(k) Retirement PlanFamily & Children's Service,…$3MThe Glenridge on Palmer Ranch 401(k) PlanThe Glenridge on Palmer Ranc…$3MR.E. Lee Electric Co., Inc 401(k) Profit Sharing PlanR.E. Lee Electric Co., Inc 4…$3MNavy Island Incorporated 401(k) PlanNavy Island Incorporated 401…$3M
End-of-year total assets ($M) among Sunshine Terrace Foundation, Inc Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$338K
Employer EIN870208619
Plan Effective Date2001-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Sunshine Terrace Foundation, Inc Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Sunshine Terrace Foundation, Inc Retirement Plan, Total assets ($B): 0.00254717 · Participants: 153Sunshine Terrace Foundation, Inc Retirement PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Sunshine Terrace Foundation, Inc Retirement Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Sunshine Terrace Foundation, Inc Retirement Plan side-by-side with 3 peers →

Sunshine Terrace Foundation, Inc Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Family & Children's Service, Inc. 401(k) Retirement Plan in TN ($3M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Sunshine Terrace Foundation, Inc Retirement Plan assets move in 2022? ▼
Sunshine Terrace Foundation, Inc Retirement Plan pulled back noticeably - down 11.7% during 2022, from $3M to $3M. Reported net income was -$338K.
Which 401(k) plans are similar in size to Sunshine Terrace Foundation, Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family & Children's Service, Inc. 401(k) Retirement Plan in TN ($3M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Sunshine Terrace Foundation, Inc Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 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 870208619.

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.