401(k) · DOL Form 5500 · 2023

Bear Lake Sunrise, Inc. 401(k) Plan

Data updated 2026-08-25

$279K
Total assets Small plan by assets
16
Participants Small participant base
13th
Percentile by assets National rank
$17,429
Avg per participant Low balance/head
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Official DOL plan name: Bear Lake Sunrise, Inc. 401(k) Plan · Sponsored by Bear Lake Sunrise, Inc. · Utah · Other Services

$279K in assets, 16 participants

Bear Lake Sunrise, Inc.'s Bear Lake Sunrise, Inc. 401(k) Plan reported $279K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,243 in Other Services (7,857 peers)

Bear Lake Sunrise, Inc. multi-year trail

Bear Lake Sunrise, Inc.'s plans moved +274.0% in assets from 2022 to 2023; this filing shows Bear Lake Sunrise, Inc. 401(k) Plan at $279K / 16 participants.

#2,243
in Other Services (7,857 peers)
-19.2%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bear Lake Sunrise, Inc. 401(k) Plan among the smaller filed plans by assets

Bear Lake Sunrise, Inc. 401(k) Plan vs every filed plan by assets

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

$278,863 13th percentile higher than 13% of 127,068 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 2023

Bear Lake Sunrise, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bear Lake Sunrise, Inc. 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bear Lake Sunrise, Inc. 401(k) Plan reported participants rose from 2 in the plan year 2022 filing to 16 in the plan year 2023 filing.
  • Bear Lake Sunrise, Inc. 401(k) Plan reported net income fell from $186K in the plan year 2022 filing to -$66K in the plan year 2023 filing.
  • Bear Lake Sunrise, Inc. 401(k) Plan end-of-year assets fell from $683K in the plan year 2022 filing to $279K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 452499535 · Bear Lake Sunrise, Inc. PY 2023 · 401(k)

Bear Lake Sunrise, Inc. 401(k) Plan · $279K · 16 · 13th

  • BOOK $279K
  • VS-ST 16
  • BOY 13th
  • SCH 401(k)
  • EBSA near Schlitt Insurance Services, Inc. Profit Sharing Plan
  • PART ind #2243

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 Other Services retirement plans → · Plans in Utah →

Bear Lake Sunrise, Inc. 401(k) Plan in the asset neighbourhood

Bear Lake Sunrise, Inc. 401(k) PlanBear Lake Sunrise, Inc. 401(…$279KSchlitt Insurance Services, Inc. Profit Sharing PlanSchlitt Insurance Services, …$279KFabacor Inc. 401(k) Plan$279KBluehawk Shipping Company 401(k) PlanBluehawk Shipping Company 40…$279KR. Clark Corporation 401(k) Profit Sharing PlanR. Clark Corporation 401(k) …$279K
End-of-year total assets ($M) among Bear Lake Sunrise, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bear Lake Sunrise, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bear Lake Sunrise, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 273.9792691496838% vs 2022
2023 filing year
$0M$1M$2M$3M 20222023 $0.68M $2.55M ▲ +275.0%
Year Plans Participants Total Assets
2022 1 2 $683K
2023 7 73 $3M

Bear Lake Sunrise, Inc. filing trail (2023)

Total Assets (Beginning of Year)$345K
Net Assets (End of Year)$279K
Net Income-$66K
Employer EIN452499535
Plan Effective Date2011-06-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Bear Lake Sunrise, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Bear Lake Sunrise, Inc. 401(k) Plan, Total assets ($B): 0.000278863 · Participants: 16Bear Lake Sunrise, Inc. 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Bear Lake Sunrise, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Bear Lake Sunrise, Inc. 401(k) Plan side-by-side with 3 peers →

Bear Lake Sunrise, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Schlitt Insurance Services, Inc. Profit Sharing Plan in FL ($279K); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

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 Bear Lake Sunrise, Inc. 401(k) Plan assets move in 2023? ▼
Bear Lake Sunrise, Inc. 401(k) Plan declined sharply - down 19.2% during 2023, from $345K to $279K. Reported net income was -$66K.
How have Bear Lake Sunrise, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Bear Lake Sunrise, Inc.'s sponsor-wide assets grew 274.0%, from $683K to $3M.
Where does Bear Lake Sunrise, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Bear Lake Sunrise, Inc. 401(k) Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Bear Lake Sunrise, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schlitt Insurance Services, Inc. Profit Sharing Plan in FL ($279K, 16 participants).
Which 401(k) plans cover a similar participant headcount to Bear Lake Sunrise, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 452499535.

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.