401(k) · DOL Form 5500 · 2023
Sundream, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 27th
- Percentile by assets National rank
Official DOL plan name: Sundream, Inc. 401(k) Plan · Sponsored by Sundream, Inc. · Florida · Other Services
$1M in assets, N/A participants
Sundream, Inc.'s Sundream, Inc. 401(k) Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #4,098 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Sundream, Inc. 401(k) Plan ranks #4,098 of 7,857 2023 filers by assets (1362% of the sector average)-$1M for N/A participants.
- #4,098
- in Other Services (7,857 peers)
- -3.7%
- assets change YoY
The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sundream, Inc. 401(k) Plan among the smaller filed plans by assets
Sundream, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,473,068 27th percentile higher than 27% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sundream, Inc. 401(k) Plan reported net income fell from $179K in the plan year 2022 filing to -$56K in the plan year 2023 filing.
- Sundream, Inc. 401(k) Plan reported participants fell from 1 in the plan year 2022 filing to N/A in the plan year 2023 filing.
- Sundream, Inc. 401(k) Plan end-of-year assets fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 873211420 · Sundream, Inc. PY 2023 · 401(k)
Sundream, Inc. 401(k) Plan · $1M · N/A · 27th
- TYPE $1M
- NET N/A
- BOOK 27th
- VS-ST 401(k)
- BOY near Robert N. Ridolfi, LLC 401 (K) Plan
- SCH ind #4098
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 Other Services retirement plans → · Plans in Florida →
Sundream, Inc. 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$56K |
| Employer EIN | 873211420 |
| Plan Effective Date | 2021-10-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sundream, Inc.)
Sponsor-wide plan assets over time
All Sundream, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 15.285146235546488% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $2M |
| 2023 | 1 | N/A | $1M |
| 2024 | 1 | N/A | $1M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Sundream, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Florida, the nearest 401(k) by end-of-year assets is Robert N. Ridolfi, LLC 401 (K) Plan in NJ at $1M (this filing: $1M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.