Profit Sharing · DOL Form 5500 · 2023

Sullivan Investment Co., Inc. Profit Sharing Plan

Data updated 2026-08-25

$93M
Total assets Below avg plan size
1,148
Participants Near avg headcount
91st
Percentile by assets National rank
$81,427
Avg per participant Below avg balance/head
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Official DOL plan name: Sullivan Companies Retirement Trust · Sponsored by Sullivan Investment Co., Inc. · Massachusetts · Retail Trade

$93M in assets, 1,148 participants

Sullivan Investment Co., Inc.'s Sullivan Companies Retirement Trust reported $93M in total assets and 1,148 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,976 in Retail Trade (8,414 peers)

Where Sullivan Companies Retirement Trust sits by assets

Sullivan Companies Retirement Trust sits in the top 10% of all filed plans by assets, $93M for 1,148 participants (~$81,427/participant), up 18.0% in 2023.

#7,976
in Retail Trade (8,414 peers)
+18.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Sullivan Companies Retirement Trust's outsized position by total assets

Sullivan Companies Retirement Trust vs every filed plan by assets

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

$93,478,658 Top 9% higher than 91% 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 Companies Retirement Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sullivan Companies Retirement Trust lands in the large band (1,148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sullivan Companies Retirement Trust reported net income rose from -$20M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Sullivan Companies Retirement Trust end-of-year assets rose from $79M in the plan year 2022 filing to $93M in the plan year 2023 filing.
  • Sullivan Companies Retirement Trust reported participants rose from 1,083 in the plan year 2022 filing to 1,148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 042682840 · Sullivan Investment Co., Inc. PY 2023 · Profit Sharing

Sullivan Companies Retirement Trust · $93M · 1,148 · 91st

  • VS-ST $93M
  • VS-ST 1,148
  • VS-ST 91st
  • VS-ST Profit Sharing
  • VS-ST near The Alliance Retirement Plan
  • VS-ST ind #7976

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 Retail Trade retirement plans → · Plans in Massachusetts →

Sullivan Companies Retirement Trust in the asset neighbourhood

Moses/Weitzman Health System, Inc. 403b Retirement PlanMoses/Weitzman Health System…$94MSullivan Companies Retirement TrustSullivan Companies Retiremen…$93MThe Alliance Retirement Plan$93MBricklayers Supplemental Annuity FundBricklayers Supplemental Ann…$93MLowenstein Sandler Profit Sharing PlanLowenstein Sandler Profit Sh…$93M
End-of-year total assets ($M) among Sullivan Companies Retirement Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$93M
Net Income$14M
Employer EIN042682840
Plan Effective Date1971-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sullivan Investment Co., Inc.)

Sponsor-wide plan assets over time

All Sullivan Investment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$114M 44.14723266504721% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $79.3M $114M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 1,083 $79M
2023 2 1,272 $104M
2024 2 2,710 $114M

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sullivan Companies Retirement Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Sullivan Companies Retirement Trust, Total assets ($B): 0.093478658 · Participants: 1148Sullivan Companies Retirement TrustConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Sullivan Companies Retirement Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Sullivan Companies Retirement Trust side-by-side with 3 peers →

Sullivan Companies Retirement Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is The Alliance Retirement Plan in MN ($93M); by covered participants it is Hellas Construction, Inc 401(k) Plan Construction, Inc 401(k) Plan in TX (1,146 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($93M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,148 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 Companies Retirement Trust assets move in 2023? ▼
Sullivan Companies Retirement Trust grew sharply - up 18.0% during 2023, from $79M to $93M. Reported net income was $14M.
How have Sullivan Investment Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sullivan Investment Co., Inc.'s sponsor-wide assets grew 44.1%, from $79M to $114M.
Where does Sullivan Companies Retirement Trust rank by assets among Form 5500 filers? ▼
Sullivan Companies Retirement Trust ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Sullivan Companies Retirement Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is The Alliance Retirement Plan in MN ($93M, 124 participants).
Which Profit Sharing plans cover a similar participant headcount to Sullivan Companies Retirement Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hellas Construction, Inc 401(k) Plan Construction, Inc 401(k) Plan in TX (1,146 participants, $18M 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 042682840.

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.