401(k) · DOL Form 5500 · 2022

San Diego Sunrise Management Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
410
Participants Below avg headcount
49th
Percentile by assets National rank
$11,202
Avg per participant Low balance/head
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Official DOL plan name: Sunrise Management Company 401(k) Plan · Sponsored by San Diego Sunrise Management Company · California · Real Estate

$5M in assets, 410 participants

San Diego Sunrise Management Company's Sunrise Management Company 401(k) Plan reported $5M in total assets and 410 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,388 in Real Estate (5,057 peers)

San Diego Sunrise Management Company multi-year trail

San Diego Sunrise Management Company's plans moved +33.0% in assets from 2022 to 2024; this filing shows Sunrise Management Company 401(k) Plan at $5M / 410 participants.

#3,388
in Real Estate (5,057 peers)
-14.3%
assets change YoY

The plan reported a net loss of $766K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunrise Management Company 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Sunrise Management Company 401(k) Plan vs every filed plan by assets

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

$4,592,715 49th percentile higher than 49% 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

Sunrise Management Company 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. Sunrise Management Company 401(k) Plan sits mid-pack in the medium band (410 participants).

Published 5500 schedule card

Filing strip 330147118 · San Diego Sunrise Management Company PY 2022 · 401(k)

Sunrise Management Company 401(k) Plan · $5M · 410 · 49th

  • 5500 $5M
  • ASSETS 410
  • PCT 49th
  • EIN 401(k)
  • RANK near Lodge Lumber Company, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #3388

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 Real Estate retirement plans → · Plans in California →

Sunrise Management Company 401(k) Plan in the asset neighbourhood

Sunrise Management Company 401(k) PlanSunrise Management Company 4…$5MLodge Lumber Company, Inc. 401(k) Profit Sharing PlanLodge Lumber Company, Inc. 4…$5MCollege Park Industries, Inc. 401(k) Retirement PlanCollege Park Industries, Inc…$5MDepaul Health 401(k) Retirement PlanDepaul Health 401(k) Retirem…$5MNorth Penn Imports, Inc. 401(k) PlanNorth Penn Imports, Inc. 401…$5M
End-of-year total assets ($M) among Sunrise Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

San Diego Sunrise Management Company multi-year asset trail

Sponsor-wide plan assets over time

All San Diego Sunrise Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.96727534802399% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.59M $6.11M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 410 $5M
2023 1 383 $5M
2024 1 436 $6M

San Diego Sunrise Management Company filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$766K
Employer EIN330147118
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sunrise Management Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sunrise Management Company 401(k) Plan, Total assets ($B): 0.004592715 · Participants: 410Sunrise Management Company 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Sunrise Management Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sunrise Management Company 401(k) Plan side-by-side with 3 peers →

Sunrise Management Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lodge Lumber Company, Inc. 401(k) Profit Sharing Plan in TX ($5M); by covered participants it is Nysut Staff 401(k) Plan in NY (410 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Sunrise Management Company 401(k) Plan assets move in 2022? ▼
Sunrise Management Company 401(k) Plan pulled back noticeably - down 14.3% during 2022, from $5M to $5M. Reported net income was -$766K.
How have San Diego Sunrise Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Diego Sunrise Management Company's sponsor-wide assets grew 33.0%, from $5M to $6M.
Which 401(k) plans are similar in size to Sunrise Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lodge Lumber Company, Inc. 401(k) Profit Sharing Plan in TX ($5M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nysut Staff 401(k) Plan in NY (410 participants, $211M 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 330147118.

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.