Profit Sharing · DOL Form 5500 · 2023
Sullivan Investment Co., Inc. Profit Sharing Plan
Data updated 2026-08-11
- $93M
- Total assets
- 1,148
- Participants
- 91st
- Percentile by assets
- $81,427
- Avg per participant
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.
- 91st percentile by assets (of 127,072 plans)
- #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.
- $93M
- total plan assets (2023 EOY)
- 1,148
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $81,427
- avg assets per participant
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.
Sullivan Companies Retirement Trust vs the 2023 asset distribution
By assets, Sullivan Companies Retirement Trust outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $14M |
| Employer EIN | 042682840 |
| Plan Effective Date | 1971-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan Investment Co., Inc.)
| 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
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sullivan Companies Retirement Trust by total assets, not by location.
- The Alliance Retirement Plan (MN) $93M · 124
- Moses/Weitzman Health System, Inc. 403b Retirement Plan (CT) $94M · 1,205
- Bricklayers Supplemental Annuity Fund (NY) $93M · 1,112
- Lowenstein Sandler Profit Sharing Plan (NJ) $93M · 281
Frequently Asked Questions
How did Sullivan Companies Retirement Trust assets move in 2023? ▼
How have Sullivan Investment Co., Inc. plan assets changed over time? ▼
Where does Sullivan Companies Retirement Trust rank by assets among Form 5500 filers? ▼
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Next read for Sullivan Companies Retirement Trust
Scale reading
Ways to act on Sullivan Companies Retirement Trust's numbers.
- By total assets, Sullivan Companies Retirement Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- Sullivan Investment Co., Inc.'s sponsor-wide assets have grown 44.1% since 2022 across 3 plan years on file. More Retail Trade plans