Profit Sharing · DOL Form 5500 · 2023
Sunset Retirement Communities, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 296
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $19,651
- Avg per participant Low balance/head
Official DOL plan name: Sunset Retirement Communities, Inc. Savings and Retirement Plan · Sponsored by Sunset Retirement Communities, Inc. · Ohio · Healthcare & Social Assistance
$6M in assets, 296 participants
Sunset Retirement Communities, Inc.'s Sunset Retirement Communities, Inc. Savings and Retirement Plan reported $6M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,179 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Sunset Retirement Communities, Inc. Savings and Retirement Plan covers 296 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $6M.
- #9,179
- in Healthcare & Social Assistance (17,684 peers)
- -4.7%
- assets change YoY
The plan reported a net loss of $286K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sunset Retirement Communities, Inc. Savings and Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sunset Retirement Communities, Inc. Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,816,807 47th percentile higher than 47% 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
Sunset Retirement Communities, Inc. Savings and Retirement 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. Sunset Retirement Communities, Inc. Savings and Retirement Plan sits mid-pack in the medium band (296 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sunset Retirement Communities, Inc. Savings and Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to -$286K in the plan year 2023 filing.
- Sunset Retirement Communities, Inc. Savings and Retirement Plan reported participants fell from 377 in the plan year 2022 filing to 296 in the plan year 2023 filing.
- Sunset Retirement Communities, Inc. Savings and Retirement Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 344428230 · Sunset Retirement Communities, Inc. PY 2023 · Profit Sharing
Sunset Retirement Communities, Inc. Savings and Retirement Plan · $6M · 296 · 47th
- NET $6M
- NET 296
- NET 47th
- NET Profit Sharing
- NET near Speyer Legacy School 403(b)(7)Plan
- NET ind #9179
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Sunset Retirement Communities, Inc. Savings and Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$286K |
| Employer EIN | 344428230 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunset Retirement Communities, Inc.)
Sponsor-wide plan assets over time
All Sunset Retirement Communities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 66.50378409908294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 377 | $6M |
| 2023 | 1 | 296 | $6M |
| 2024 | 1 | 312 | $2M |
Nearby Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Investment Pension Plan $1.5B · 48,582
- Masterbrand, Inc. Retirement Savings Plan $485M · 7,345
- The Employer Retirement Savings Plan- Premier Health Partners $228M · 11,923
- Three Rivers Annuity Fund $199M · 1,460
- Holzer Health System 401a Profit Sharing Plan $175M · 1,779
Sunset Retirement Communities, Inc. Savings and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is Speyer Legacy School 403(b)(7)Plan in NY ($6M); by covered participants it is Chapman and Cutler LLP Retirement Plan in IL (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (296 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.