401(k) · DOL Form 5500 · 2022

Sunz Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
330
Participants Below avg headcount
62nd
Percentile by assets National rank
$26,265
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Sunz Holdings, LLC 401(k) Plan · Sponsored by Sunz Holdings, LLC · Florida · Finance & Insurance

$9M in assets, 330 participants

Sunz Holdings, LLC's Sunz Holdings, LLC 401(k) Plan reported $9M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,199 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Sunz Holdings, LLC 401(k) Plan holds $9M for 330 participants - about $26,265 per participant, above the median plan by assets.

#4,199
in Finance & Insurance (9,261 peers)
+4.9%
assets growth YoY

Sunz Holdings, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Sunz Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$8,667,571 Top 38% higher than 62% 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

Sunz Holdings, LLC 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. Sunz Holdings, LLC 401(k) Plan sits mid-pack in the medium band (330 participants).

EBSA filing schedule strip

Filing strip 262877188 · Sunz Holdings, LLC PY 2022 · 401(k)

Sunz Holdings, LLC 401(k) Plan · $9M · 330 · 62nd

  • VS-ST $9M
  • BOY 330
  • SCH 62nd
  • EBSA 401(k)
  • PART near Dolan's of Concord/Pinole 401(k) Plan
  • TYPE ind #4199

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 Finance & Insurance retirement plans → · Plans in Florida →

Sunz Holdings, LLC 401(k) Plan in the asset neighbourhood

Sunz Holdings, LLC 401(k) PlanSunz Holdings, LLC 401(k) Pl…$9MDolan's of Concord/Pinole 401(k) PlanDolan's of Concord/Pinole 40…$9MUnity International Group 401(k) PlanUnity International Group 40…$9MFirstbanc of Alabama Incorporated 401(k) PlanFirstbanc of Alabama Incorpo…$9MFerguson Construction, Inc. Profit Sharing & 401(k) Savings PlanFerguson Construction, Inc. …$9M
End-of-year total assets ($M) among Sunz Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$409K
Employer EIN262877188
Plan Effective Date2019-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sunz Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Sunz Holdings, LLC 401(k) Plan, Total assets ($B): 0.008667571 · Participants: 330Sunz Holdings, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Sunz Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sunz Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Sunz Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Dolan's of Concord/Pinole 401(k) Plan in CA ($9M); by covered participants it is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Sunz Holdings, LLC 401(k) Plan assets move in 2022? ▼
Sunz Holdings, LLC 401(k) Plan edged up modestly - up 4.9% during 2022, from $8M to $9M. Reported net income was $409K.
Which 401(k) plans are similar in size to Sunz Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dolan's of Concord/Pinole 401(k) Plan in CA ($9M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Sunz Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (330 participants, $16M 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 262877188.

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.