401(k) · DOL Form 5500 · 2023
Sun Health Employee Services, LLC. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 530
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $20,584
- Avg per participant Low balance/head
Official DOL plan name: Sun Health Employee Services 401(k) Plan · Sponsored by Sun Health Employee Services, LLC. · Arizona · Healthcare & Social Assistance
$11M in assets, 530 participants
Sun Health Employee Services, LLC.'s Sun Health Employee Services 401(k) Plan reported $11M in total assets and 530 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,672 in Healthcare & Social Assistance (17,684 peers)
Sun Health Employee Services, LLC. multi-year trail
Sun Health Employee Services, LLC.'s plans moved +59.1% in assets from 2022 to 2024; this filing shows Sun Health Employee Services 401(k) Plan at $11M / 530 participants.
- #11,672
- in Healthcare & Social Assistance (17,684 peers)
- +22.7%
- assets growth YoY
Sun Health Employee Services 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sun Health Employee Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,909,624 Top 40% higher than 60% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sun Health Employee Services 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Health Employee Services 401(k) Plan sits mid-pack in the medium band (530 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sun Health Employee Services 401(k) Plan reported net income rose from -$928K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Sun Health Employee Services 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 843319318 · Sun Health Employee Services, LLC. PY 2023 · 401(k)
Sun Health Employee Services 401(k) Plan · $11M · 530 · 60th
- TYPE $11M
- TYPE 530
- TYPE 60th
- TYPE 401(k)
- TYPE near Kelley Williamson Company Profit Sharing Plan
- TYPE ind #11672
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 Arizona →
Sun Health Employee Services 401(k) Plan in the asset neighbourhood
Sun Health Employee Services, LLC. multi-year asset trail
Sponsor-wide plan assets over time
All Sun Health Employee Services, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 59.1065441994851% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 531 | $9M |
| 2023 | 1 | 530 | $11M |
| 2024 | 1 | 570 | $14M |
Sun Health Employee Services, LLC. filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 843319318 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Sun Health Employee Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Kelley Williamson Company Profit Sharing Plan in IL ($11M); by covered participants it is Gaming Laboratories International, LLC Profit Sharing Plan in NJ (530 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Kelley Williamson Company Profit Sharing Plan (IL) $11M · 346
- Women's Healthfirst, LLC Profit Sharing Plan (IL) $11M · 36
- The Wilder Companies 401(k) Plan (MA) $11M · 70
- The Myers Group Retirement Plan (WA) $11M · 583
Similar participant headcount
Nearest other-state filings by covered participants (530 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.