401(k) · DOL Form 5500 · 2023

Sun Communities, Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
3,129
Participants Above avg headcount
89th
Percentile by assets National rank
$23,061
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sun Communities, Inc. 401(k) Plan · Sponsored by Sun Communities, Inc. · Michigan · Real Estate

$72M in assets, 3,129 participants

Sun Communities, Inc.'s Sun Communities, Inc. 401(k) Plan reported $72M in total assets and 3,129 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,558 in Real Estate (4,727 peers)

Coverage in Michigan

Sun Communities, Inc. 401(k) Plan covers 3,129 participants in Michigan, 4.9x the typical Michigan plan (state average ~638 per filing). Assets: $72M.

#4,558
in Real Estate (4,727 peers)
+24.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Sun Communities, Inc. 401(k) Plan's outsized position by total assets

Sun Communities, Inc. 401(k) Plan vs every filed plan by assets

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

$72,157,748 Top 11% higher than 89% 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 Communities, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Communities, Inc. 401(k) Plan lands in the large band (3,129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Communities, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Sun Communities, Inc. 401(k) Plan end-of-year assets rose from $58M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Sun Communities, Inc. 401(k) Plan reported participants rose from 2,990 in the plan year 2022 filing to 3,129 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 382730780 · Sun Communities, Inc. PY 2023 · 401(k)

Sun Communities, Inc. 401(k) Plan · $72M · 3,129 · 89th

  • IND $72M
  • IND 3,129
  • IND 89th
  • IND 401(k)
  • IND near Irving USA Employees 401(k) Plan
  • IND ind #4558

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 Michigan →

Sun Communities, Inc. 401(k) Plan in the asset neighbourhood

American Software, Inc. 401(k)/Profit Sharing PlanAmerican Software, Inc. 401(…$72MOrion Engineered Carbons 401(k) Savings PlanOrion Engineered Carbons 401…$72MSun Communities, Inc. 401(k) PlanSun Communities, Inc. 401(k)…$72MIrving USA Employees 401(k) PlanIrving USA Employees 401(k) …$72MThe Phillies 401(k) Incentive Savings PlanThe Phillies 401(k) Incentiv…$72M
End-of-year total assets ($M) among Sun Communities, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$72M
Net Income$14M
Employer EIN382730780
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Communities, Inc.)

Sponsor-wide plan assets over time

All Sun Communities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$83M 44.52856195529593% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $57.8M $83.5M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 2,990 $58M
2023 1 3,129 $72M
2024 1 2,592 $83M

Nearby 401(k) Plans in Michigan

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

Sun Communities, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 -50510152025 Total assets ($B) Participants Sun Communities, Inc. 401(k) Plan, Total assets ($B): 0.072157748 · Participants: 3129Sun Communities, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Sun Communities, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Sun Communities, Inc. 401(k) Plan side-by-side with 3 peers →

Sun Communities, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Irving USA Employees 401(k) Plan in NH ($72M); by covered participants it is Envista Holdings Corporation Savings Plan in CA (3,131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,129 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 Communities, Inc. 401(k) Plan assets move in 2023? ▼
Sun Communities, Inc. 401(k) Plan grew sharply - up 24.9% during 2023, from $58M to $72M. Reported net income was $14M.
How have Sun Communities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Communities, Inc.'s sponsor-wide assets grew 44.5%, from $58M to $83M.
Where does Sun Communities, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sun Communities, Inc. 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sun Communities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Irving USA Employees 401(k) Plan in NH ($72M, 691 participants).
Which 401(k) plans cover a similar participant headcount to Sun Communities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Envista Holdings Corporation Savings Plan in CA (3,131 participants, $523M 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 382730780.

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.