401(k) · DOL Form 5500 · 2023

Sullivans Pharmacy 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 78
Participants Small participant base: 59th
Percentile by assets National rank: $132,707
Avg per participant Near avg balance/head

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Official DOL plan name: Sullivan's Pharmacy 401(k) Plan · Sponsored by Sullivans Pharmacy · Massachusetts · Retail Trade

$10M in assets, 78 participants

Sullivans Pharmacy's Sullivan's Pharmacy 401(k) Plan reported $10M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

#5,921 in Retail Trade (8,414 peers)

Sullivans Pharmacy multi-year trail

Sullivans Pharmacy's plans moved -10.6% in assets from 2022 to 2024; this filing shows Sullivan's Pharmacy 401(k) Plan at $10M / 78 participants.

#5,921
in Retail Trade (8,414 peers): +0.1%
assets growth YoY

Sullivan's Pharmacy 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Sullivan's Pharmacy 401(k) Plan vs every filed plan by assets

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

$10,351,131 Top 41% higher than 59% 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

Sullivan's Pharmacy 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sullivan's Pharmacy 401(k) Plan is a small filing (78 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sullivan's Pharmacy 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $12K in the plan year 2023 filing.
Sullivan's Pharmacy 401(k) Plan reported participants fell from 85 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042581398 · Sullivans Pharmacy PY 2023 · 401(k)

Sullivan's Pharmacy 401(k) Plan · $10M · 78 · 59th

EOY $10M
EOY 78
EOY 59th
EOY 401(k)
EOY near Fehrer Automotive North America, LLC 401(k) Plan
EOY ind #5921

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 →

End-of-year total assets ($M) among Sullivan's Pharmacy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sullivans Pharmacy multi-year asset trail

Latest sponsor-wide plan assets: $9M 10.573060878367158% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	85	$10M
2023	1	78	$10M
2024	1	78	$9M

Sullivans Pharmacy filing trail (2023)

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$10M
Net Income	$12K
Employer EIN	042581398
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sullivan's Pharmacy 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Sullivan's Pharmacy 401(k) Plan side-by-side with 3 peers →

Sullivan's Pharmacy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Fehrer Automotive North America, LLC 401(k) Plan in SC ($10M); by covered participants it is Rasi 401(k) Plan in CO (78 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Fehrer Automotive North America, LLC 401(k) Plan (SC) $10M · 839
Lmps Holdings, LLC 401(k) Plan (IL) $10M · 176
J. a. Street & Associates 401(k) Profit Sharing Plan and Trust (TN) $10M · 81
Interstate Auto Group, Inc. 401(k) Profit Sharing Plan (NE) $10M · 205

Similar participant headcount

Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.

Rasi 401(k) Plan (CO) 78 · 0 off
Sojitz De Puerto Rico Corporation 1165(e) Plan (PR) 78 · 0 off
Industrial Training Services, Inc., Safe Harbor 401(k) Plan (KY) 78 · 0 off
Dynamic Fastener Service, Inc. Profit Sharing Plan & Trust (MO) 78 · 0 off

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's Pharmacy 401(k) Plan assets move in 2023? ▼

Sullivan's Pharmacy 401(k) Plan held essentially flat - up 0.1% during 2023, from $10M to $10M. Reported net income was $12K.

How have Sullivans Pharmacy plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sullivans Pharmacy's sponsor-wide assets declined 10.6%, from $10M to $9M.

Which 401(k) plans are similar in size to Sullivan's Pharmacy 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Fehrer Automotive North America, LLC 401(k) Plan in SC ($10M, 839 participants).

Which 401(k) plans cover a similar participant headcount to Sullivan's Pharmacy 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rasi 401(k) Plan in CO (78 participants, N/A 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 042581398.