401(k) · DOL Form 5500 · 2023

Sunrise Coal, LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
839
Participants Near avg headcount
86th
Percentile by assets National rank
$61,102
Avg per participant Low balance/head
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Official DOL plan name: Sunrise Coal, LLC 401(k) Profit Sharing Plan · Sponsored by Sunrise Coal, LLC · Indiana · Mining & Oil Extraction

$51M in assets, 839 participants

Sunrise Coal, LLC's Sunrise Coal, LLC 401(k) Profit Sharing Plan reported $51M in total assets and 839 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #595 in Mining & Oil Extraction (811 peers)

Where Sunrise Coal, LLC 401(k) Profit Sharing Plan sits by assets

Sunrise Coal, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $51M for 839 participants (~$61,102/participant), up 27.5% in 2023.

#595
in Mining & Oil Extraction (811 peers)
+27.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sunrise Coal, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Sunrise Coal, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$51,264,259 Top 14% higher than 86% 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

Sunrise Coal, LLC 401(k) Profit Sharing 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. Sunrise Coal, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (839 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunrise Coal, LLC 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Sunrise Coal, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $40M in the plan year 2022 filing to $51M in the plan year 2023 filing.
  • Sunrise Coal, LLC 401(k) Profit Sharing Plan reported participants rose from 685 in the plan year 2022 filing to 839 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 371449270 · Sunrise Coal, LLC PY 2023 · 401(k)

Sunrise Coal, LLC 401(k) Profit Sharing Plan · $51M · 839 · 86th

  • EIN $51M
  • RANK 839
  • PHOTO 86th
  • IND 401(k)
  • EOY near Healthcomp 401(k) Plan
  • 5500 ind #595

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 Mining & Oil Extraction retirement plans → · Plans in Indiana →

Sunrise Coal, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Snoqualmie Casino 401(k) Plan$51MSoave Enterprises L.L.C. Savings and Profit Sharing Plan and TrustSoave Enterprises L.L.C. Sav…$51MSunrise Coal, LLC 401(k) Profit Sharing PlanSunrise Coal, LLC 401(k) Pro…$51MHealthcomp 401(k) Plan$51MCaxton Associates LP Savings & Profit Sharing PlanCaxton Associates LP Savings…$51M
End-of-year total assets ($M) among Sunrise Coal, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$51M
Net Income$11M
Employer EIN371449270
Plan Effective Date2006-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunrise Coal, LLC)

Sponsor-wide plan assets over time

All Sunrise Coal, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 29.9832436729835% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $40.2M $52.3M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 685 $40M
2023 1 839 $51M
2024 1 884 $52M

Nearby 401(k) Plans in Indiana

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

Sunrise Coal, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Sunrise Coal, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.051264259 · Participants: 839Sunrise Coal, LLC 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Sunrise Coal, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Sunrise Coal, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sunrise Coal, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Healthcomp 401(k) Plan in CA ($51M); by covered participants it is Louisiana Machinery Company, L. L. C. 401(k) Plan in LA (839 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($51M here).

Similar participant headcount

Nearest other-state filings by covered participants (839 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 Sunrise Coal, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Sunrise Coal, LLC 401(k) Profit Sharing Plan grew sharply - up 27.5% during 2023, from $40M to $51M. Reported net income was $11M.
How have Sunrise Coal, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Coal, LLC's sponsor-wide assets grew 30.0%, from $40M to $52M.
Where does Sunrise Coal, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sunrise Coal, LLC 401(k) Profit Sharing Plan ranks in the 86th 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 Sunrise Coal, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healthcomp 401(k) Plan in CA ($51M, 1,320 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Coal, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Louisiana Machinery Company, L. L. C. 401(k) Plan in LA (839 participants, $67M 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 371449270.

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.