Profit Sharing · DOL Form 5500 · 2023

Sun Coast Homes, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
6
Participants Small participant base
56th
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sun Coast Homes, Inc. Profit Sharing Plan · Sponsored by Sun Coast Homes, Inc. · California · Real Estate

$9M in assets, 6 participants

Sun Coast Homes, Inc.'s Sun Coast Homes, Inc. Profit Sharing Plan reported $9M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,506 in Real Estate (4,727 peers)

Sun Coast Homes, Inc. multi-year trail

Sun Coast Homes, Inc.'s plans moved +13.2% in assets from 2022 to 2024; this filing shows Sun Coast Homes, Inc. Profit Sharing Plan at $9M / 6 participants.

#3,506
in Real Estate (4,727 peers)
-5.2%
assets change YoY

The plan reported a net loss of $492K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sun Coast Homes, Inc. Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Sun Coast Homes, Inc. Profit Sharing Plan vs every filed plan by assets

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

$8,991,166 Top 44% higher than 56% 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

Sun Coast Homes, Inc. Profit Sharing 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. Sun Coast Homes, Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Coast Homes, Inc. Profit Sharing Plan reported net income fell from -$11K in the plan year 2022 filing to -$492K in the plan year 2023 filing.
  • Sun Coast Homes, Inc. Profit Sharing Plan end-of-year assets fell from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330313869 · Sun Coast Homes, Inc. PY 2023 · Profit Sharing

Sun Coast Homes, Inc. Profit Sharing Plan · $9M · 6 · 56th

  • 5500 $9M
  • 5500 6
  • 5500 56th
  • 5500 Profit Sharing
  • 5500 near Ahepa Management Company, Inc. 403(b) Plan
  • 5500 ind #3506

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 California →

Sun Coast Homes, Inc. Profit Sharing Plan in the asset neighbourhood

Wesley Commons 403(b) Retirement Savings PlanWesley Commons 403(b) Retire…$9MGreatcare, Inc. Retirement Plan and TrustGreatcare, Inc. Retirement P…$9MAhepa Management Company, Inc. 403(b) PlanAhepa Management Company, In…$9MSun Coast Homes, Inc. Profit Sharing PlanSun Coast Homes, Inc. Profit…$9MFox Valley Pathologists Sc Profit Sharing PlanFox Valley Pathologists Sc P…$9M
End-of-year total assets ($M) among Sun Coast Homes, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sun Coast Homes, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sun Coast Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 13.202094608766737% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $9.48M $10.7M ▲ +13.2%
Year Plans Participants Total Assets
2022 1 6 $9M
2023 1 6 $9M
2024 1 6 $11M

Sun Coast Homes, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$492K
Employer EIN330313869
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sun Coast Homes, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Sun Coast Homes, Inc. Profit Sharing Plan, Total assets ($B): 0.008991166 · Participants: 6Sun Coast Homes, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Sun Coast Homes, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Sun Coast Homes, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sun Coast Homes, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Ahepa Management Company, Inc. 403(b) Plan in IN ($9M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Sun Coast Homes, Inc. Profit Sharing Plan assets move in 2023? ▼
Sun Coast Homes, Inc. Profit Sharing Plan pulled back noticeably - down 5.2% during 2023, from $9M to $9M. Reported net income was -$492K.
How have Sun Coast Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Coast Homes, Inc.'s sponsor-wide assets grew 13.2%, from $9M to $11M.
Which Profit Sharing plans are similar in size to Sun Coast Homes, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Ahepa Management Company, Inc. 403(b) Plan in IN ($9M, 278 participants).
Which Profit Sharing plans cover a similar participant headcount to Sun Coast Homes, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 330313869.

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.