401(k) · DOL Form 5500 · 2023

Sunland Tax, Inc. 401(k) Plan

Data updated 2026-08-25

$6K
Total assets Small plan by assets
2
Participants Small participant base
1st
Percentile by assets National rank
$3,206
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sunland Tax, Inc. Retirement Plan · Sponsored by Sunland Tax, Inc. · Arizona · Professional & Technical Services

$6K in assets, 2 participants

Sunland Tax, Inc.'s Sunland Tax, Inc. Retirement Plan reported $6K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #231 in Professional & Technical Services (20,321 peers)

2023 asset change

Sunland Tax, Inc. Retirement Plan contracted severely 87.6% in 2023 ($52K → $6K) for 2 participants.

#231
in Professional & Technical Services (20,321 peers)
-87.6%
assets change YoY

The plan reported a net loss of $45K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunland Tax, Inc. Retirement Plan among the smaller filed plans by assets

Sunland Tax, Inc. Retirement Plan vs every filed plan by assets

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

$6,411 1st percentile higher than 1% 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

Sunland Tax, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunland Tax, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunland Tax, Inc. Retirement Plan end-of-year assets fell from $52K in the plan year 2022 filing to $6K in the plan year 2023 filing.
  • Sunland Tax, Inc. Retirement Plan reported net income rose from -$153K in the plan year 2022 filing to -$45K in the plan year 2023 filing.
  • Sunland Tax, Inc. Retirement Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043755239 · Sunland Tax, Inc. PY 2023 · 401(k)

Sunland Tax, Inc. Retirement Plan · $6K · 2 · 1st

  • BOY $6K
  • BOY 2
  • BOY 1st
  • BOY 401(k)
  • BOY near Golden Star Logistics, Inc. 401(k) Profit Sharing Plan
  • BOY ind #231

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Sunland Tax, Inc. Retirement Plan in the asset neighbourhood

Sunland Tax, Inc. Retirement PlanSunland Tax, Inc. Retirement…$6KGolden Star Logistics, Inc. 401(k) Profit Sharing PlanGolden Star Logistics, Inc. …$6KAtlantic Heating Company Employee Stock Ownership 401(k) PlanAtlantic Heating Company Emp…$6KWyatt Technology Corporation 401(k) PspWyatt Technology Corporation…$6KEdamama Enterprises, Inc. 401(k) Profit Sharing PlanEdamama Enterprises, Inc. 40…$6K
End-of-year total assets ($M) among Sunland Tax, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sunland Tax, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Sunland Tax, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.02M$0.04M$0.06M 202220232024 $0.05M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $52K
2023 1 2 $6K
2024 2 4 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$52K
Net Assets (End of Year)$6K
Net Income-$45K
Employer EIN043755239
Plan Effective Date2021-01-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Sunland Tax, Inc. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sunland Tax, Inc. Retirement Plan, Total assets ($B): 0.000006411 · Participants: 2Sunland Tax, Inc. Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Sunland Tax, Inc. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sunland Tax, Inc. Retirement Plan side-by-side with 3 peers →

Sunland Tax, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Golden Star Logistics, Inc. 401(k) Profit Sharing Plan in CA ($6K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sunland Tax, Inc. Retirement Plan assets move in 2023? ▼
Sunland Tax, Inc. Retirement Plan contracted severely - down 87.6% during 2023, from $52K to $6K. Reported net income was -$45K.
Where does Sunland Tax, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Sunland Tax, Inc. Retirement Plan ranks in the 1st 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 Sunland Tax, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Star Logistics, Inc. 401(k) Profit Sharing Plan in CA ($6K, 7 participants).
Which 401(k) plans cover a similar participant headcount to Sunland Tax, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 043755239.

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.