401(k) · DOL Form 5500 · 2023

Sulloway & Hollis, P.L.L.C. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
65
Participants Small participant base
72nd
Percentile by assets National rank
$296,627
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sulloway & Hollis 401(k) Retirement Plan & Trust · Sponsored by Sulloway & Hollis, P.L.L.C. · New Hampshire · Professional & Technical Services

$19M in assets, 65 participants

Sulloway & Hollis, P.L.L.C.'s Sulloway & Hollis 401(k) Retirement Plan & Trust reported $19M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,566 in Professional & Technical Services (20,321 peers)

2023 asset change

Sulloway & Hollis 401(k) Retirement Plan & Trust grew at a solid clip 9.0% in 2023 ($18M → $19M) for 65 participants.

#14,566
in Professional & Technical Services (20,321 peers)
+9.0%
assets growth YoY

Sulloway & Hollis 401(k) Retirement Plan & Trust's outsized position by total assets

Sulloway & Hollis 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$19,280,751 Top 28% higher than 72% 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

Sulloway & Hollis 401(k) Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sulloway & Hollis 401(k) Retirement Plan & Trust is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sulloway & Hollis 401(k) Retirement Plan & Trust reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sulloway & Hollis 401(k) Retirement Plan & Trust reported participants rose from 56 in the plan year 2022 filing to 65 in the plan year 2023 filing.
  • Sulloway & Hollis 401(k) Retirement Plan & Trust end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 020227234 · Sulloway & Hollis, P.L.L.C. PY 2023 · 401(k)

Sulloway & Hollis 401(k) Retirement Plan & Trust · $19M · 65 · 72nd

  • BOOK $19M
  • VS-ST 65
  • BOY 72nd
  • SCH 401(k)
  • EBSA near Servant Hr 401(k) Retirement Plan
  • PART ind #14566

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 New Hampshire →

Sulloway & Hollis 401(k) Retirement Plan & Trust in the asset neighbourhood

Sulloway & Hollis 401(k) Retirement Plan & TrustSulloway & Hollis 401(k) Ret…$19MServant Hr 401(k) Retirement PlanServant Hr 401(k) Retirement…$19MIts Logistics, LLC Employee Savings TrustIts Logistics, LLC Employee …$19MThe Blood Connection 401(k) PlanThe Blood Connection 401(k) …$19MThe Timken Company Voluntary Investment Pension PlanThe Timken Company Voluntary…$19M
End-of-year total assets ($M) among Sulloway & Hollis 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sulloway & Hollis, P.L.L.C. years around the 2023 move

Sponsor-wide plan assets over time

All Sulloway & Hollis, P.L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 4.345522684801298% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M$19.5M 202220232024 $17.7M $18.5M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 56 $18M
2023 1 65 $19M
2024 1 43 $18M

2023 asset-move particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN020227234
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Sulloway & Hollis 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Sulloway & Hollis 401(k) Retirement Plan & Trust, Total assets ($M): 19.280751 · Participants: 65Sulloway & Hollis 401(k) Retirement Plan & TrustC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Sulloway & Hollis 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Sulloway & Hollis 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Sulloway & Hollis 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Servant Hr 401(k) Retirement Plan in IN ($19M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Sulloway & Hollis 401(k) Retirement Plan & Trust assets move in 2023? ▼
Sulloway & Hollis 401(k) Retirement Plan & Trust grew at a solid clip - up 9.0% during 2023, from $18M to $19M. Reported net income was $2M.
How have Sulloway & Hollis, P.L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sulloway & Hollis, P.L.L.C.'s sponsor-wide assets grew 4.3%, from $18M to $18M.
Which 401(k) plans are similar in size to Sulloway & Hollis 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Servant Hr 401(k) Retirement Plan in IN ($19M, 545 participants).
Which 401(k) plans cover a similar participant headcount to Sulloway & Hollis 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 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 020227234.

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.