401(k) · DOL Form 5500 · 2023

Sunchase American Ltd 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 123
Participants Small participant base: 28th
Percentile by assets National rank: $13,185
Avg per participant Low balance/head

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Official DOL plan name: Sunchase Salary Savings Plan · Sponsored by Sunchase American Ltd · North Carolina · Real Estate

$2M in assets, 123 participants

Sunchase American Ltd's Sunchase Salary Savings Plan reported $2M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

#2,234 in Real Estate (4,727 peers)

Coverage in North Carolina

Sunchase Salary Savings Plan covers 123 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#2,234
in Real Estate (4,727 peers): -8.3%
assets change YoY

The plan reported a net loss of $147K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunchase Salary Savings Plan among the smaller filed plans by assets

Sunchase Salary Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,621,738 28th percentile higher than 28% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sunchase Salary Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunchase Salary Savings Plan sits mid-pack in the medium band (123 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 561680851 · Sunchase American Ltd PY 2023 · 401(k)

Sunchase Salary Savings Plan · $2M · 123 · 28th

EOY $2M
EOY 123
EOY 28th
EOY 401(k)
EOY near Vendor Direct Solutions, LLC 401(k) Plan
EOY ind #2234

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 North Carolina →

End-of-year total assets ($M) among Sunchase Salary Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	-$147K
Employer EIN	561680851
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sunchase American Ltd)

Latest sponsor-wide plan assets: $2M 46.02198382229435% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	2	123	$2M
2024	1	262	$2M

Nearby 401(k) Plans in North Carolina

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

Sunchase Salary Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Sunchase Salary Savings Plan side-by-side with 3 peers →

Sunchase Salary Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Vendor Direct Solutions, LLC 401(k) Plan in CA ($2M); by covered participants it is Integral Group 401(k) Plan in CA (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Vendor Direct Solutions, LLC 401(k) Plan (CA) $2M · 113
Law Office of Nicholas a. Boylan, Apc 401(k) Plan (CA) $2M · 1
Architectural Doors, Inc. 401(k) Profit Sharing Plan and Trust (CO) $2M · 15
Nissenbaum Law Group, LLC 401(k) Plan (NJ) $2M · 12

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

Integral Group 401(k) Plan (CA) 123 · 0 off
The Jane Pauley Community Health (IN) 123 · 0 off
Ellicott Dredge Group Plan (WI) 123 · 0 off
Saginaw Pipe Co., Inc. 401(k) Plan (AL) 123 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sunchase Salary Savings Plan assets move in 2023? ▼

Sunchase Salary Savings Plan pulled back noticeably - down 8.3% during 2023, from $2M to $2M. Reported net income was -$147K.

How have Sunchase American Ltd plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Sunchase American Ltd's sponsor-wide assets grew 46.0%, from $2M to $2M.

Which 401(k) plans are similar in size to Sunchase Salary Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vendor Direct Solutions, LLC 401(k) Plan in CA ($2M, 113 participants).

Which 401(k) plans cover a similar participant headcount to Sunchase Salary Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Integral Group 401(k) Plan in CA (123 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561680851.