401(k) · DOL Form 5500 · 2023

Sun City Palm Springs Communit 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
157
Participants Small participant base
41st
Percentile by assets National rank
$26,105
Avg per participant Low balance/head
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Official DOL plan name: Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust · Sponsored by Sun City Palm Springs Communit · California · Real Estate

$4M in assets, 157 participants

Sun City Palm Springs Communit's Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,863 in Real Estate (4,727 peers)

Coverage in California

Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust covers 157 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $4M.

#2,863
in Real Estate (4,727 peers)
+6.7%
assets growth YoY

Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Real Estate and all filers

Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,098,493 41st percentile higher than 41% 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

Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust 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 City Palm Springs Communit 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust reported net income rose from -$820K in the plan year 2022 filing to $259K in the plan year 2023 filing.
  • Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust reported participants rose from 155 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 943200731 · Sun City Palm Springs Communit PY 2023 · 401(k)

Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust · $4M · 157 · 41st

  • TYPE $4M
  • NET 157
  • BOOK 41st
  • VS-ST 401(k)
  • BOY near Scenicview Academy, Inc. 401(k) Plan and Trust
  • SCH ind #2863

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 Real Estate retirement plans → · Plans in California →

Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sun City Palm Springs Communit 401(k) Profit Sharing Plan & TrustSun City Palm Springs Commun…$4MScenicview Academy, Inc. 401(k) Plan and TrustScenicview Academy, Inc. 401…$4MVascular Institute of Birmingham, PC 401(k) Profit Sharing PlanVascular Institute of Birmin…$4MCil, Inc. 401(k) Profit Sharing PlanCil, Inc. 401(k) Profit Shar…$4MPortmeirion Group USA, Inc. 401(k) Profit Sharing Plan and TrustPortmeirion Group USA, Inc. …$4M
End-of-year total assets ($M) among Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$259K
Employer EIN943200731
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun City Palm Springs Communit)

Sponsor-wide plan assets over time

All Sun City Palm Springs Communit plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.04535548045389% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.84M $4.65M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 155 $4M
2023 1 157 $4M
2024 1 167 $5M

Nearby 401(k) Plans in California

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

Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004098493 · Participants: 157Sun City Palm Springs Communit 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Scenicview Academy, Inc. 401(k) Plan and Trust in UT ($4M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 6.7% during 2023, from $4M to $4M. Reported net income was $259K.
How have Sun City Palm Springs Communit plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun City Palm Springs Communit's sponsor-wide assets grew 21.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Scenicview Academy, Inc. 401(k) Plan and Trust in UT ($4M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Sun City Palm Springs Communit 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 943200731.

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.