Profit Sharing · DOL Form 5500 · 2023

Sunlight Ventures Inc Profit Sharing Plan

Data updated 2026-08-25

$874K
Total assets Small plan by assets
8
Participants Small participant base
23rd
Percentile by assets National rank
$109,230
Avg per participant Below avg balance/head
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Official DOL plan name: Sunlight Ventures, Inc. Retirement Plan · Sponsored by Sunlight Ventures Inc · Pennsylvania · Educational Services

$874K in assets, 8 participants

Sunlight Ventures Inc's Sunlight Ventures, Inc. Retirement Plan reported $874K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #550 in Educational Services (3,735 peers)

What the 2023 filing shows

Sunlight Ventures, Inc. Retirement Plan holds $874K for 8 participants - about $109,230 per participant, among the smaller plans by assets on file.

#550
in Educational Services (3,735 peers)
+0.9%
assets growth YoY

Sunlight Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Sunlight Ventures, Inc. Retirement Plan vs every filed plan by assets

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

$873,838 23rd percentile higher than 23% 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

Sunlight Ventures, 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. Sunlight Ventures, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunlight Ventures, Inc. Retirement Plan reported net income rose from $104 in the plan year 2022 filing to $8K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 834273524 · Sunlight Ventures Inc PY 2023 · Profit Sharing

Sunlight Ventures, Inc. Retirement Plan · $874K · 8 · 23rd

  • PHOTO $874K
  • IND 8
  • EOY 23rd
  • 5500 Profit Sharing
  • ASSETS near The Goldmoor Inn & Resort Inc. Retirement Plan
  • PCT ind #550

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 Educational Services retirement plans → · Plans in Pennsylvania →

Sunlight Ventures, Inc. Retirement Plan in the asset neighbourhood

Sunlight Ventures, Inc. Retirement PlanSunlight Ventures, Inc. Reti…$874KThe Goldmoor Inn & Resort Inc. Retirement PlanThe Goldmoor Inn & Resort In…$874KQuality Foundation Repair, Inc. Profit Sharing PlanQuality Foundation Repair, I…$874KTfi Holdings, Inc. Retirement PlanTfi Holdings, Inc. Retiremen…$874KApex Retirement Plan$873K
End-of-year total assets ($M) among Sunlight Ventures, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$866K
Net Assets (End of Year)$874K
Net Income$8K
Employer EIN834273524
Plan Effective Date2019-04-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunlight Ventures Inc)

Sponsor-wide plan assets over time

All Sunlight Ventures Inc plans reported in each filing year

Latest sponsor-wide plan assets
$867K 0.07899204305297317% vs 2022
2024 filing year
$0.87M 202220232024 $0.87M $0.87M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 8 $866K
2023 1 8 $874K
2024 1 20 $867K

Nearby Profit Sharing Plans in Pennsylvania

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

Sunlight Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Sunlight Ventures, Inc. Retirement Plan, Total assets ($B): 0.000873838 · Participants: 8Sunlight Ventures, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Sunlight Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Sunlight Ventures, Inc. Retirement Plan side-by-side with 3 peers →

Sunlight Ventures, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is The Goldmoor Inn & Resort Inc. Retirement Plan in IL ($874K); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($874K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Sunlight Ventures, Inc. Retirement Plan assets move in 2023? ▼
Sunlight Ventures, Inc. Retirement Plan held essentially flat - up 0.9% during 2023, from $866K to $874K. Reported net income was $8K.
How have Sunlight Ventures Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunlight Ventures Inc's sponsor-wide assets grew 0.1%, from $866K to $867K.
Where does Sunlight Ventures, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Sunlight Ventures, Inc. Retirement Plan ranks in the 23rd 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 Profit Sharing plans are similar in size to Sunlight Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Goldmoor Inn & Resort Inc. Retirement Plan in IL ($874K, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Sunlight Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 834273524.

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.