401(k) · DOL Form 5500 · 2023

Sullivan Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
17
Participants Small participant base
36th
Percentile by assets National rank
$174,926
Avg per participant Above avg balance/head
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Official DOL plan name: Sullivan Bancshares, Inc. Employee Savings and Retirement Plan · Sponsored by Sullivan Bancshares, Inc. · Illinois · Finance & Insurance

$3M in assets, 17 participants

Sullivan Bancshares, Inc.'s Sullivan Bancshares, Inc. Employee Savings and Retirement Plan reported $3M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,191 in Finance & Insurance (8,869 peers)

2023 asset change

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan pulled back noticeably 11.9% in 2023 ($3M → $3M) for 17 participants.

#2,191
in Finance & Insurance (8,869 peers)
-11.9%
assets change YoY

The plan reported a net loss of $402K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan vs every filed plan by assets

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

$2,973,744 36th percentile higher than 36% 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

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sullivan Bancshares, Inc. Employee Savings and Retirement Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sullivan Bancshares, Inc. Employee Savings and Retirement Plan reported net income fell from -$59K in the plan year 2022 filing to -$402K in the plan year 2023 filing.
  • Sullivan Bancshares, Inc. Employee Savings and Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sullivan Bancshares, Inc. Employee Savings and Retirement Plan reported participants fell from 19 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 371203570 · Sullivan Bancshares, Inc. PY 2023 · 401(k)

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan · $3M · 17 · 36th

  • NET $3M
  • BOOK 17
  • VS-ST 36th
  • BOY 401(k)
  • SCH near Selma Medical Associates 401(k) Profit Sharing Plan
  • EBSA ind #2191

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 Finance & Insurance retirement plans → · Plans in Illinois →

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan in the asset neighbourhood

Sullivan Bancshares, Inc. Employee Savings and Retirement PlanSullivan Bancshares, Inc. Em…$3MSelma Medical Associates 401(k) Profit Sharing PlanSelma Medical Associates 401…$3MCare Finders Total Care LLC 401(k) PlanCare Finders Total Care LLC …$3MGotham Surgical Solutions & De 401(k) Profit Sharing Plan & TrustGotham Surgical Solutions & …$3MMartin Associates Group, Inc. 401(k) Profit Sharing PlanMartin Associates Group, Inc…$3M
End-of-year total assets ($M) among Sullivan Bancshares, Inc. Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sullivan Bancshares, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Sullivan Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.621180974320553% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $3.38M $3.25M ▼ -3.8%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 17 $3M
2024 1 19 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$402K
Employer EIN371203570
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sullivan Bancshares, Inc. Employee Savings and Retirement Plan, Total assets ($B): 0.002973744 · Participants: 17Sullivan Bancshares, Inc. Employee Savings and Retirement 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
Sullivan Bancshares, Inc. Employee Savings and Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sullivan Bancshares, Inc. Employee Savings and Retirement Plan side-by-side with 3 peers →

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Selma Medical Associates 401(k) Profit Sharing Plan in AL ($3M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Sullivan Bancshares, Inc. Employee Savings and Retirement Plan assets move in 2023? ▼
Sullivan Bancshares, Inc. Employee Savings and Retirement Plan pulled back noticeably - down 11.9% during 2023, from $3M to $3M. Reported net income was -$402K.
How have Sullivan Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sullivan Bancshares, Inc.'s sponsor-wide assets declined 3.6%, from $3M to $3M.
Which 401(k) plans are similar in size to Sullivan Bancshares, Inc. Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Selma Medical Associates 401(k) Profit Sharing Plan in AL ($3M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Sullivan Bancshares, Inc. Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M 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 371203570.

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.