401(k) · DOL Form 5500 · 2023
Sugaroak Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $507,997
- Avg per participant High balance/head
Official DOL plan name: Sugaroak Holdings, Inc. 401(k) Plan · Sponsored by Sugaroak Holdings, Inc. · Virginia · Manufacturing
$13M in assets, 25 participants
Sugaroak Holdings, Inc.'s Sugaroak Holdings, Inc. 401(k) Plan reported $13M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #9,607 in Manufacturing (18,722 peers)
Sugaroak Holdings, Inc. multi-year trail
Sugaroak Holdings, Inc.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows Sugaroak Holdings, Inc. 401(k) Plan at $13M / 25 participants.
- #9,607
- in Manufacturing (18,722 peers)
- +20.4%
- assets growth YoY
Sugaroak Holdings, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Sugaroak Holdings, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,699,935 Top 36% higher than 64% 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
Sugaroak Holdings, 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. Sugaroak Holdings, Inc. 401(k) Plan is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sugaroak Holdings, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Sugaroak Holdings, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Sugaroak Holdings, Inc. 401(k) Plan reported participants fell from 26 in the plan year 2022 filing to 25 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 161693507 · Sugaroak Holdings, Inc. PY 2023 · 401(k)
Sugaroak Holdings, Inc. 401(k) Plan · $13M · 25 · 64th
- PART $13M
- TYPE 25
- NET 64th
- BOOK 401(k)
- VS-ST near Contexture LLC 401(k) Plan
- BOY ind #9607
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 Manufacturing retirement plans → · Plans in Virginia →
Sugaroak Holdings, Inc. 401(k) Plan in the asset neighbourhood
Sugaroak Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sugaroak Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 40.590399852264% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $11M |
| 2023 | 1 | 25 | $13M |
| 2024 | 1 | 27 | $15M |
Sugaroak Holdings, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 161693507 |
| Plan Effective Date | 1988-03-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Sugaroak Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Contexture LLC 401(k) Plan in CO ($13M); by covered participants it is Pyromet 401(k) Plan in PA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Contexture LLC 401(k) Plan (CO) $13M · 211
- Whoop 401(k) Plan (MA) $13M · 455
- Washington Music Sales Center, Inc. 401(k) Plan (MD) $13M · 83
- Dnt Construction 401(k) Retirement Plan (TX) $13M · 508
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Pyromet 401(k) Plan (PA) 25 · 0 off
- Pulley & Associates, Inc. Profit Sharing Plan (GA) 25 · 0 off
- Two Daughters Logistics, Inc. 401(k) Profit Sharing Plan and Trust (CA) 25 · 0 off
- Kathcar Incorporated Retirement Plan (PA) 25 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.