401(k) · DOL Form 5500 · 2022

Sun Orchard LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
229
Participants Below avg headcount
50th
Percentile by assets National rank
$21,617
Avg per participant Low balance/head
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Official DOL plan name: Sun Orchard LLC 401(k) Profit Sharing Plan · Sponsored by Sun Orchard LLC · Florida · Other Services

$5M in assets, 229 participants

Sun Orchard LLC's Sun Orchard LLC 401(k) Profit Sharing Plan reported $5M in total assets and 229 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,818 in Other Services (8,398 peers)

Coverage in Florida

Sun Orchard LLC 401(k) Profit Sharing Plan covers 229 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $5M.

#5,818
in Other Services (8,398 peers)
+29.5%
assets growth YoY

Sun Orchard LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Sun Orchard LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,950,289 Top 50% higher than 50% of 139,123 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 2022

Sun Orchard LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Orchard LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (229 participants).

EBSA filing schedule strip

Filing strip 472428513 · Sun Orchard LLC PY 2022 · 401(k)

Sun Orchard LLC 401(k) Profit Sharing Plan · $5M · 229 · 50th

  • IND $5M
  • IND 229
  • IND 50th
  • IND 401(k)
  • IND near 624 Boston Savings Incentive Plan
  • IND ind #5818

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 Other Services retirement plans → · Plans in Florida →

Sun Orchard LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Sun Orchard LLC 401(k) Profit Sharing PlanSun Orchard LLC 401(k) Profi…$5M624 Boston Savings Incentive Plan624 Boston Savings Incentive…$5MPlatformq LLC 401(k) Profit Sharing Plan & TrustPlatformq LLC 401(k) Profit …$5MShapeways 401(k) Plan$5MWright Investments, Inc. Retirement PlanWright Investments, Inc. Ret…$5M
End-of-year total assets ($M) among Sun Orchard LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN472428513
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Orchard LLC)

Sponsor-wide plan assets over time

All Sun Orchard LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 64.86580884469574% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.95M $8.16M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 229 $5M
2023 1 228 $7M
2024 1 226 $8M

Nearby 401(k) Plans in Florida

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

Sun Orchard LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Sun Orchard LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.004950289 · Participants: 229Sun Orchard LLC 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Sun Orchard LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sun Orchard LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sun Orchard LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is 624 Boston Savings Incentive Plan in OK ($5M); by covered participants it is Eastern Bag & Paper Company, Inc. 401(k) Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sun Orchard LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Sun Orchard LLC 401(k) Profit Sharing Plan grew sharply - up 29.5% during 2022, from $4M to $5M. Reported net income was $1M.
How have Sun Orchard LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Orchard LLC's sponsor-wide assets grew 64.9%, from $5M to $8M.
Which 401(k) plans are similar in size to Sun Orchard LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 624 Boston Savings Incentive Plan in OK ($5M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Sun Orchard LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eastern Bag & Paper Company, Inc. 401(k) Plan in CT (229 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 472428513.

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.