401(k) · DOL Form 5500 · 2022

Sunshine Village 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
175
Participants Small participant base
49th
Percentile by assets National rank
$26,035
Avg per participant Low balance/head
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Official DOL plan name: Sunshine Village Retirement Plan · Sponsored by Sunshine Village · Massachusetts · Healthcare & Social Assistance

$5M in assets, 175 participants

Sunshine Village's Sunshine Village Retirement Plan reported $5M in total assets and 175 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.

  • #10,846 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Sunshine Village Retirement Plan covers 175 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#10,846
in Healthcare & Social Assistance (20,060 peers)
+12.8%
assets growth YoY

Sunshine Village Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunshine Village Retirement Plan vs every filed plan by assets

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

$4,556,089 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

Sunshine Village 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 Village Retirement Plan sits mid-pack in the medium band (175 participants).

Plan-year Form 5500 strip

Filing strip 046190469 · Sunshine Village PY 2022 · 401(k)

Sunshine Village Retirement Plan · $5M · 175 · 49th

  • EBSA $5M
  • EBSA 175
  • EBSA 49th
  • EBSA 401(k)
  • EBSA near Strata Oncology, Inc. Safe Harbor 401(k) Plan
  • EBSA ind #10846

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 Massachusetts →

Sunshine Village Retirement Plan in the asset neighbourhood

Sunshine Village Retirement PlanSunshine Village Retirement …$5MStrata Oncology, Inc. Safe Harbor 401(k) PlanStrata Oncology, Inc. Safe H…$5MCascade Management Services, Inc. 401(k) Retirement Plan & TrustCascade Management Services,…$5MCascade Management Services, Inc. 401(k) Retirement Plan & TrustCascade Management Services,…$5MWaterfront Group PLC, LLC 401(k)Waterfront Group PLC, LLC 40…$5M
End-of-year total assets ($M) among Sunshine Village Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$517K
Employer EIN046190469
Plan Effective Date2009-05-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunshine Village)

Sponsor-wide plan assets over time

All Sunshine Village plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.235181533986715% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.56M $5.84M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 175 $5M
2023 1 187 $5M
2024 1 202 $6M

Nearby 401(k) Plans in Massachusetts

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

Sunshine Village Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sunshine Village Retirement Plan, Total assets ($B): 0.004556089 · Participants: 175Sunshine Village Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Sunshine Village Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Sunshine Village Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Strata Oncology, Inc. Safe Harbor 401(k) Plan in MI ($5M); by covered participants it is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Village Retirement Plan assets move in 2022?
Sunshine Village Retirement Plan grew at a solid clip - up 12.8% during 2022, from $4M to $5M. Reported net income was $517K.
How have Sunshine Village plan assets changed over time?
Across 3 plan years on file (2022-2024), Sunshine Village's sponsor-wide assets grew 28.2%, from $5M to $6M.
Which 401(k) plans are similar in size to Sunshine Village Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Strata Oncology, Inc. Safe Harbor 401(k) Plan in MI ($5M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Sunshine Village Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants, N/A in assets).