401(k) · DOL Form 5500 · 2022

The Sun Valley Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
223
Participants Below avg headcount
45th
Percentile by assets National rank
$16,870
Avg per participant Low balance/head
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Official DOL plan name: The Sun Valley Group, Inc. 401(k) Plan · Sponsored by The Sun Valley Group, Inc. · California · Agriculture, Forestry & Fishing

$4M in assets, 223 participants

The Sun Valley Group, Inc.'s The Sun Valley Group, Inc. 401(k) Plan reported $4M in total assets and 223 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #732 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in California

The Sun Valley Group, Inc. 401(k) Plan covers 223 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $4M.

#732
in Agriculture, Forestry & Fishing (1,523 peers)
-21.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Sun Valley Group, Inc. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

The Sun Valley Group, Inc. 401(k) Plan vs every filed plan by assets

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

$3,762,029 45th percentile higher than 45% 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

The Sun Valley Group, Inc. 401(k) 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. The Sun Valley Group, Inc. 401(k) Plan sits mid-pack in the medium band (223 participants).

Form 5500 schedule snapshot

Filing strip 680265986 · The Sun Valley Group, Inc. PY 2022 · 401(k)

The Sun Valley Group, Inc. 401(k) Plan · $4M · 223 · 45th

  • IND $4M
  • EOY 223
  • 5500 45th
  • ASSETS 401(k)
  • PCT near D.a. Schoggin, Inc. Dba Techlight 401(k) P/S Retirement Plan
  • EIN ind #732

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

The Sun Valley Group, Inc. 401(k) Plan in the asset neighbourhood

The Sun Valley Group, Inc. 401(k) PlanThe Sun Valley Group, Inc. 4…$4MD.a. Schoggin, Inc. Dba Techlight 401(k) P/S Retirement PlanD.a. Schoggin, Inc. Dba Tech…$4MPinnacle Structures, Inc 401(k) Profit Sharing PlanPinnacle Structures, Inc 401…$4MNorth Coast Media, LLC 401(k) PlanNorth Coast Media, LLC 401(k…$4MSpecial Programs, Inc. 401(k) Profit Sharing PlanSpecial Programs, Inc. 401(k…$4M
End-of-year total assets ($M) among The Sun Valley Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$1M
Employer EIN680265986
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sun Valley Group, Inc.)

Sponsor-wide plan assets over time

All The Sun Valley Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.76M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 223 $4M
2023 1 201 $4M
2024 1 184 N/A

Nearby 401(k) Plans in California

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

The Sun Valley Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Sun Valley Group, Inc. 401(k) Plan, Total assets ($B): 0.003762029 · Participants: 223The Sun Valley Group, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Sun Valley Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Sun Valley Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Sun Valley Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is D.a. Schoggin, Inc. Dba Techlight 401(k) P/S Retirement Plan in TX ($4M); by covered participants it is Expro Americas, LLC 401(k) Retirement Savings Plan in TX (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 The Sun Valley Group, Inc. 401(k) Plan assets move in 2022? ▼
The Sun Valley Group, Inc. 401(k) Plan declined sharply - down 21.5% during 2022, from $5M to $4M. Reported net income was -$1M.
Which 401(k) plans are similar in size to The Sun Valley Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is D.a. Schoggin, Inc. Dba Techlight 401(k) P/S Retirement Plan in TX ($4M, 107 participants).
Which 401(k) plans cover a similar participant headcount to The Sun Valley Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Expro Americas, LLC 401(k) Retirement Savings Plan in TX (223 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 680265986.

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.