401(k) · DOL Form 5500 · 2023

Sundae, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 161
Participants Small participant base: 36th
Percentile by assets National rank: $18,528
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Sundae 401(k) Plan · Sponsored by Sundae, Inc. · California · Real Estate

$3M in assets, 161 participants

Sundae, Inc.'s Sundae 401(k) Plan reported $3M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#2,620 in Real Estate (4,727 peers)

Coverage in California

Sundae 401(k) Plan covers 161 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $3M.

#2,620
in Real Estate (4,727 peers): -2.8%
assets change YoY

The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sundae 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Sundae 401(k) Plan vs every filed plan by assets

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

$2,983,070 36th percentile higher than 36% 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

Sundae 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. Sundae 401(k) Plan sits mid-pack in the medium band (161 participants).

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%)

Sundae 401(k) Plan reported net income fell from $1M in the plan year 2022 filing to -$85K in the plan year 2023 filing.
Sundae 401(k) Plan reported participants fell from 332 in the plan year 2022 filing to 161 in the plan year 2023 filing.
Sundae 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 831795790 · Sundae, Inc. PY 2023 · 401(k)

Sundae 401(k) Plan · $3M · 161 · 36th

5500 $3M
ASSETS 161
PCT 36th
EIN 401(k)
RANK near Cliff Price and Company, Inc. 401(k) Plan and Trust
PHOTO ind #2620

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 →

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

California filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	-$85K
Employer EIN	831795790
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sundae, Inc.)

Latest sponsor-wide plan assets: $3M 1.2377523426404557% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	332	$3M
2023	1	161	$3M
2024	1	67	$3M

Nearby 401(k) Plans in California

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

Sundae 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Sundae 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Cliff Price and Company, Inc. 401(k) Plan and Trust in TX ($3M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Cliff Price and Company, Inc. 401(k) Plan and Trust (TX) $3M · 4
Ronpak Union Employees 401(k) Profit Sharing Plan (LA) $3M · 229
Whitehall Products, LLC Retirement Savings Plan (MI) $3M · 64
Manning Bros Farm Inc Employees' 401(k) Profit Sharing Plan and Trust (NC) $3M · 5

Similar participant headcount

Nearest other-state filings by covered participants (161 participants); asset peers above are excluded.

Kansas Crossing Casino, Lc 401(k) Plan (KS) 161 · 0 off
J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan (PA) 161 · 0 off
Burke Beverage, Inc. 401(k) Plan (IL) 161 · 0 off
Arrow Gear Incentive Savings Plan (NY) 161 · 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 Sundae 401(k) Plan assets move in 2023? ▼

Sundae 401(k) Plan edged down modestly - down 2.8% during 2023, from $3M to $3M. Reported net income was -$85K.

How have Sundae, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sundae, Inc.'s sponsor-wide assets grew 1.2%, from $3M to $3M.

Which 401(k) plans are similar in size to Sundae 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cliff Price and Company, Inc. 401(k) Plan and Trust in TX ($3M, 4 participants).

Which 401(k) plans cover a similar participant headcount to Sundae 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 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 831795790.