401(k) · DOL Form 5500 · 2023

Tucson Transit Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
420
Participants Below avg headcount
42nd
Percentile by assets National rank
$10,730
Avg per participant Low balance/head
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Official DOL plan name: Sun Tran Bargaining Unit 401(k) Plan · Sponsored by Tucson Transit Management, LLC · Arizona · Transportation & Warehousing

$5M in assets, 420 participants

Tucson Transit Management, LLC's Sun Tran Bargaining Unit 401(k) Plan reported $5M in total assets and 420 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,416 in Transportation & Warehousing (3,362 peers)

Tucson Transit Management, LLC multi-year trail

Tucson Transit Management, LLC's plans moved +27.9% in assets from 2022 to 2024; this filing shows Sun Tran Bargaining Unit 401(k) Plan at $5M / 420 participants.

#1,416
in Transportation & Warehousing (3,362 peers)
+15.7%
assets growth YoY

Sun Tran Bargaining Unit 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Sun Tran Bargaining Unit 401(k) Plan vs every filed plan by assets

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

$4,506,547 42nd percentile higher than 42% 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 Tran Bargaining Unit 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. Sun Tran Bargaining Unit 401(k) Plan sits mid-pack in the medium band (420 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Tran Bargaining Unit 401(k) Plan reported net income rose from -$996K in the plan year 2022 filing to $611K in the plan year 2023 filing.
  • Sun Tran Bargaining Unit 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sun Tran Bargaining Unit 401(k) Plan reported participants fell from 446 in the plan year 2022 filing to 420 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 822308943 · Tucson Transit Management, LLC PY 2023 · 401(k)

Sun Tran Bargaining Unit 401(k) Plan · $5M · 420 · 42nd

  • EBSA $5M
  • EBSA 420
  • EBSA 42nd
  • EBSA 401(k)
  • EBSA near Gladstone Gallery, LLC 401(k) Profit Sharing Plan
  • EBSA ind #1416

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 Transportation & Warehousing retirement plans → · Plans in Arizona →

Sun Tran Bargaining Unit 401(k) Plan in the asset neighbourhood

Sun Tran Bargaining Unit 401(k) PlanSun Tran Bargaining Unit 401…$5MGladstone Gallery, LLC 401(k) Profit Sharing PlanGladstone Gallery, LLC 401(k…$5MConness Productions Inc 401(k) Profit Sharing PlanConness Productions Inc 401(…$5MMurad & Murad 401(k) Safe Harbor PlanMurad & Murad 401(k) Safe Ha…$5MFm Home Loans 401(k) Plan$5M
End-of-year total assets ($M) among Sun Tran Bargaining Unit 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tucson Transit Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Tucson Transit Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.861716058006103% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.9M $4.98M ▲ +27.7%
Year Plans Participants Total Assets
2022 2 449 $4M
2023 2 423 $5M
2024 2 401 $5M

Tucson Transit Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$611K
Employer EIN822308943
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Sun Tran Bargaining Unit 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sun Tran Bargaining Unit 401(k) Plan, Total assets ($B): 0.004506547 · Participants: 420Sun Tran Bargaining Unit 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Sun Tran Bargaining Unit 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sun Tran Bargaining Unit 401(k) Plan side-by-side with 3 peers →

Sun Tran Bargaining Unit 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Gladstone Gallery, LLC 401(k) Profit Sharing Plan in NY ($5M); by covered participants it is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (420 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (420 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 Tran Bargaining Unit 401(k) Plan assets move in 2023? ▼
Sun Tran Bargaining Unit 401(k) Plan grew sharply - up 15.7% during 2023, from $4M to $5M. Reported net income was $611K.
How have Tucson Transit Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tucson Transit Management, LLC's sponsor-wide assets grew 27.9%, from $4M to $5M.
Which 401(k) plans are similar in size to Sun Tran Bargaining Unit 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gladstone Gallery, LLC 401(k) Profit Sharing Plan in NY ($5M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Sun Tran Bargaining Unit 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mitsui Kinzoku North American 401(k) Retirement Plan in IN (420 participants, $36M 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 822308943.

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.