401(k) · DOL Form 5500 · 2022

Sunrise Medical Group, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
20
Participants Small participant base
35th
Percentile by assets National rank
$110,881
Avg per participant Below avg balance/head
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Official DOL plan name: Sunrise Medical Group, P.C. 401(k) Plan · Sponsored by Sunrise Medical Group, P.C. · New Mexico · Healthcare & Social Assistance

$2M in assets, 20 participants

Sunrise Medical Group, P.C.'s Sunrise Medical Group, P.C. 401(k) Plan reported $2M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,465 in Healthcare & Social Assistance (20,060 peers)

Sunrise Medical Group, P.C. multi-year trail

Sunrise Medical Group, P.C.'s plans moved -12.1% in assets from 2022 to 2024; this filing shows Sunrise Medical Group, P.C. 401(k) Plan at $2M / 20 participants.

#7,465
in Healthcare & Social Assistance (20,060 peers)
-17.0%
assets change YoY

The plan reported a net loss of $503K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunrise Medical Group, P.C. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunrise Medical Group, P.C. 401(k) Plan vs every filed plan by assets

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

$2,217,618 35th percentile higher than 35% 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 Medical Group, P.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunrise Medical Group, P.C. 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

DOL schedule card

Filing strip 850465392 · Sunrise Medical Group, P.C. PY 2022 · 401(k)

Sunrise Medical Group, P.C. 401(k) Plan · $2M · 20 · 35th

  • NET $2M
  • NET 20
  • NET 35th
  • NET 401(k)
  • NET near Southeastern Galleries, Inc. Profit Sharing Plan
  • NET ind #7465

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 New Mexico →

Sunrise Medical Group, P.C. 401(k) Plan in the asset neighbourhood

Sunrise Medical Group, P.C. 401(k) PlanSunrise Medical Group, P.C. …$2MSoutheastern Galleries, Inc. Profit Sharing PlanSoutheastern Galleries, Inc.…$2MProductive Resources, LLC 401(k) & Retirement PlanProductive Resources, LLC 40…$2MUlrey Foods, Inc. Profit Sharing PlanUlrey Foods, Inc. Profit Sha…$2MRichard S. Calone, Inc. a Professional Law Corporation 401(k) Profit Sharing PlanRichard S. Calone, Inc. a Pr…$2M
End-of-year total assets ($M) among Sunrise Medical Group, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sunrise Medical Group, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Sunrise Medical Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.085715393724257% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $2.22M $1.95M ▼ -12.2%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 6 $2M
2024 1 3 $2M

Sunrise Medical Group, P.C. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$503K
Employer EIN850465392
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Sunrise Medical Group, P.C. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Sunrise Medical Group, P.C. 401(k) Plan, Total assets ($B): 0.002217618 · Participants: 20Sunrise Medical Group, P.C. 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 5.039491778 · Participants: 14007Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 1.548125595 · Participants: 8535Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.750238886 · Participants: 2476Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.707275306 · Participants: 1638Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.445070272 · Participants: 1553Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Sunrise Medical Group, P.C. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Sunrise Medical Group, P.C. 401(k) Plan side-by-side with 3 peers →

Sunrise Medical Group, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Southeastern Galleries, Inc. Profit Sharing Plan in SC ($2M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Medical Group, P.C. 401(k) Plan assets move in 2022? ▼
Sunrise Medical Group, P.C. 401(k) Plan declined sharply - down 17.0% during 2022, from $3M to $2M. Reported net income was -$503K.
How have Sunrise Medical Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Medical Group, P.C.'s sponsor-wide assets declined 12.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Sunrise Medical Group, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southeastern Galleries, Inc. Profit Sharing Plan in SC ($2M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Medical Group, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M 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 850465392.

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.