401(k) · DOL Form 5500 · 2022

Toscana Limited, L.P. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
269
Participants Below avg headcount
81st
Percentile by assets National rank
$96,331
Avg per participant Below avg balance/head
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Official DOL plan name: Sunrise Company 401(k) Plan · Sponsored by Toscana Limited, L.P. · California · Construction

$26M in assets, 269 participants

Toscana Limited, L.P.'s Sunrise Company 401(k) Plan reported $26M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,945 in Construction (9,927 peers)

Coverage in California

Sunrise Company 401(k) Plan covers 269 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $26M.

#7,945
in Construction (9,927 peers)
-14.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunrise Company 401(k) Plan's outsized position by total assets

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

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

$25,913,051 Top 19% higher than 81% 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 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 Company 401(k) Plan sits mid-pack in the medium band (269 participants).

Form 5500 schedule snapshot

Filing strip 200080804 · Toscana Limited, L.P. PY 2022 · 401(k)

Sunrise Company 401(k) Plan · $26M · 269 · 81st

  • ASSETS $26M
  • ASSETS 269
  • ASSETS 81st
  • ASSETS 401(k)
  • ASSETS near Tmi 401(k) Profit Sharing Trust
  • ASSETS ind #7945

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 Construction retirement plans → · Plans in California →

Sunrise Company 401(k) Plan in the asset neighbourhood

Linc Systems 401(k) Plan$26MSunrise Company 401(k) Plan$26MTmi 401(k) Profit Sharing TrustTmi 401(k) Profit Sharing Tr…$26MWausau Coated Products, Inc. 401(k) PlanWausau Coated Products, Inc.…$26MOpta Group LLC 401(k) Plan$26M
End-of-year total assets ($M) among Sunrise Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN200080804
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Toscana Limited, L.P.)

Sponsor-wide plan assets over time

All Toscana Limited, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 22.167397424564168% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $25.9M $31.7M ▲ +22.2%
Year Plans Participants Total Assets
2022 1 269 $26M
2023 1 280 $31M
2024 1 320 $32M

Nearby 401(k) Plans in California

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

Sunrise Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sunrise Company 401(k) Plan, Total assets ($B): 0.025913051 · Participants: 269Sunrise 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 Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sunrise Company 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Tmi 401(k) Profit Sharing Trust in ND ($26M); by covered participants it is Werner Affiliated Companies Employees Savings Trust in NE (269 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Company 401(k) Plan assets move in 2022? ▼
Sunrise Company 401(k) Plan pulled back noticeably - down 14.8% during 2022, from $30M to $26M. Reported net income was -$4M.
How have Toscana Limited, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toscana Limited, L.P.'s sponsor-wide assets grew 22.2%, from $26M to $32M.
Where does Sunrise Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Sunrise Company 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sunrise Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tmi 401(k) Profit Sharing Trust in ND ($26M, 249 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Werner Affiliated Companies Employees Savings Trust in NE (269 participants, $12M 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 200080804.

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.