401(k) · DOL Form 5500 · 2023

Sunrise Medical Group, P.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
32nd
Percentile by assets National rank
$376,391
Avg per participant High balance/head
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Official DOL plan name: Sunrise Medical Group, P.C. 401(k) Plan · Sponsored by Sunrise Medical Group, P.C. · New Mexico · Healthcare & Social Assistance

$2M in assets, 6 participants

Sunrise Medical Group, P.C.'s Sunrise Medical Group, P.C. 401(k) Plan reported $2M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,505 in Healthcare & Social Assistance (17,684 peers)

Sunrise Medical Group, P.C. multi-year trail

Sunrise Medical Group, P.C.'s plans moved -12.1% in assets from 2022 to 2024; this filing shows Sunrise Medical Group, P.C. 401(k) Plan at $2M / 6 participants.

#5,505
in Healthcare & Social Assistance (17,684 peers)
+1.8%
assets growth YoY

Sunrise Medical Group, P.C. 401(k) Plan among the smaller filed plans by assets

Sunrise Medical Group, P.C. 401(k) Plan vs every filed plan by assets

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

$2,258,344 32nd percentile higher than 32% 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

Sunrise Medical Group, P.C. 401(k) 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. Sunrise Medical Group, P.C. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunrise Medical Group, P.C. 401(k) Plan reported net income rose from -$503K in the plan year 2022 filing to $123K in the plan year 2023 filing.
  • Sunrise Medical Group, P.C. 401(k) Plan reported participants fell from 20 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Sunrise Medical Group, P.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 850465392 · Sunrise Medical Group, P.C. PY 2023 · 401(k)

Sunrise Medical Group, P.C. 401(k) Plan · $2M · 6 · 32nd

  • EIN $2M
  • EIN 6
  • EIN 32nd
  • EIN 401(k)
  • EIN near Armada Advisors M.E. 401(k) Plan
  • EIN ind #5505

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 Healthcare & Social Assistance retirement plans → · Plans in New Mexico →

Sunrise Medical Group, P.C. 401(k) Plan in the asset neighbourhood

Sunrise Medical Group, P.C. 401(k) PlanSunrise Medical Group, P.C. …$2MArmada Advisors M.E. 401(k) PlanArmada Advisors M.E. 401(k) …$2MFlorida Medical Systems, LLC 401(k) PlanFlorida Medical Systems, LLC…$2MAvanath Realty Inc 401(k) PlanAvanath Realty Inc 401(k) Pl…$2MCamp Nyc 401(k) Plan$2M
End-of-year total assets ($M) among Sunrise Medical Group, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sunrise Medical Group, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Sunrise Medical Group, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 12.085715393724257% vs 2022
2024 filing year
$1.9M$2M$2.1M$2.2M$2.3M 202220232024 $2.22M $1.95M ▼ -12.2%
Year Plans Participants Total Assets
2022 1 20 $2M
2023 1 6 $2M
2024 1 3 $2M

Sunrise Medical Group, P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$123K
Employer EIN850465392
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Sunrise Medical Group, P.C. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Sunrise Medical Group, P.C. 401(k) Plan, Total assets ($B): 0.002258344 · Participants: 6Sunrise Medical Group, P.C. 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Sunrise Medical Group, P.C. 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Sunrise Medical Group, P.C. 401(k) Plan side-by-side with 3 peers →

Sunrise Medical Group, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Armada Advisors M.E. 401(k) Plan in FL ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Sunrise Medical Group, P.C. 401(k) Plan assets move in 2023? ▼
Sunrise Medical Group, P.C. 401(k) Plan edged up modestly - up 1.8% during 2023, from $2M to $2M. Reported net income was $123K.
How have Sunrise Medical Group, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Medical Group, P.C.'s sponsor-wide assets declined 12.1%, from $2M to $2M.
Which 401(k) plans are similar in size to Sunrise Medical Group, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Armada Advisors M.E. 401(k) Plan in FL ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Medical Group, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 850465392.

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.