401(k) · DOL Form 5500 · 2023

Sun Belle Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
131
Participants Small participant base
70th
Percentile by assets National rank
$133,770
Avg per participant Near avg balance/head
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Official DOL plan name: Sun Belle, Inc. 401(k) Profit Sharing Plan · Sponsored by Sun Belle Inc. · Illinois · Wholesale Trade

$18M in assets, 131 participants

Sun Belle Inc.'s Sun Belle, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,179 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Sun Belle, Inc. 401(k) Profit Sharing Plan covers 131 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $18M.

#4,179
in Wholesale Trade (6,309 peers)
+9.2%
assets growth YoY

Sun Belle, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Sun Belle, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,523,865 Top 30% higher than 70% 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 Belle, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Belle, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Belle, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sun Belle, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Sun Belle, Inc. 401(k) Profit Sharing Plan reported participants fell from 139 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521469354 · Sun Belle Inc. PY 2023 · 401(k)

Sun Belle, Inc. 401(k) Profit Sharing Plan · $18M · 131 · 70th

  • PART $18M
  • TYPE 131
  • NET 70th
  • BOOK 401(k)
  • VS-ST near Thorne Research, Inc. 401(k) Profit Sharing Plan
  • BOY ind #4179

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 Wholesale Trade retirement plans → · Plans in Illinois →

Sun Belle, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sun Belle, Inc. 401(k) Profit Sharing PlanSun Belle, Inc. 401(k) Profi…$18MThorne Research, Inc. 401(k) Profit Sharing PlanThorne Research, Inc. 401(k)…$18MEminent Inc. 401(k) Plan$18MFoster & Foster Consulting Actuaries, Inc. 401(k) PlanFoster & Foster Consulting A…$18MBozicevic, Field & Francis Retirement Savings PlanBozicevic, Field & Francis R…$18M
End-of-year total assets ($M) among Sun Belle, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$1M
Employer EIN521469354
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Belle Inc.)

Sponsor-wide plan assets over time

All Sun Belle Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 24.359424748794538% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $20M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 139 $16M
2023 1 131 $18M
2024 2 135 $20M

Nearby 401(k) Plans in Illinois

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

Sun Belle, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sun Belle, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017523865 · Participants: 131Sun Belle, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Sun Belle, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sun Belle, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sun Belle, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Thorne Research, Inc. 401(k) Profit Sharing Plan in SC ($18M); by covered participants it is Hg Detroit Consult 401(k) Profit Plan & Trust in MI (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Belle, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Sun Belle, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 9.2% during 2023, from $16M to $18M. Reported net income was $1M.
How have Sun Belle Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Belle Inc.'s sponsor-wide assets grew 24.4%, from $16M to $20M.
Which 401(k) plans are similar in size to Sun Belle, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thorne Research, Inc. 401(k) Profit Sharing Plan in SC ($18M, 527 participants).
Which 401(k) plans cover a similar participant headcount to Sun Belle, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hg Detroit Consult 401(k) Profit Plan & Trust in MI (131 participants, $5M 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 521469354.

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.