401(k) · DOL Form 5500 · 2023
Sunnen Products Company 401(k) Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 398
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $246,605
- Avg per participant Above avg balance/head
Official DOL plan name: Sunnen Employees' Retirement Plan · Sponsored by Sunnen Products Company · Missouri · Manufacturing
$98M in assets, 398 participants
Sunnen Products Company's Sunnen Employees' Retirement Plan reported $98M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #16,222 in Manufacturing (18,722 peers)
Where Sunnen Employees' Retirement Plan sits by assets
Sunnen Employees' Retirement Plan sits in the top 10% of all filed plans by assets, $98M for 398 participants (~$246,605/participant), up 7.3% in 2023.
- #16,222
- in Manufacturing (18,722 peers)
- +7.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Sunnen Employees' Retirement Plan's outsized position by total assets
Sunnen Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$98,148,653 Top 9% higher than 91% 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
Sunnen Employees' 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. Sunnen Employees' Retirement Plan sits mid-pack in the medium band (398 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sunnen Employees' Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Sunnen Employees' Retirement Plan end-of-year assets rose from $91M in the plan year 2022 filing to $98M in the plan year 2023 filing.
- Sunnen Employees' Retirement Plan reported participants rose from 391 in the plan year 2022 filing to 398 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 430543500 · Sunnen Products Company PY 2023 · 401(k)
Sunnen Employees' Retirement Plan · $98M · 398 · 91st
- VS-ST $98M
- VS-ST 398
- VS-ST 91st
- VS-ST 401(k)
- VS-ST near Fred Beans Automotive Group 401(k) Plan
- VS-ST ind #16222
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 Manufacturing retirement plans → · Plans in Missouri →
Sunnen Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | $7M |
| Employer EIN | 430543500 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunnen Products Company)
Sponsor-wide plan assets over time
All Sunnen Products Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $95M 4.360490433734244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 391 | $91M |
| 2023 | 1 | 398 | $98M |
| 2024 | 1 | 386 | $95M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Sunnen Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Fred Beans Automotive Group 401(k) Plan in PA ($98M); by covered participants it is Verbal Beginnings LLC 401(k) Plan in MD (398 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- Fred Beans Automotive Group 401(k) Plan (PA) $98M · 1,608
- Latitude Ai LLC 401(k) Plan (PA) $98M · 709
- Edison Electric Institute Cooperative Savings Plan (DC) $98M · 160
- Lumos Networks Savings and Security Plan (VA) $98M · 881
Similar participant headcount
Nearest other-state filings by covered participants (398 participants); asset peers above are excluded.
- Verbal Beginnings LLC 401(k) Plan (MD) 398 · 0 off
- Vistex, Inc. 401(k) Profit Sharing Plan (IL) 398 · 0 off
- Center for Internet Security 401(k) Plan (NY) 398 · 0 off
- Ivx Health 401(k) Plan (TN) 398 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.