401(k) · DOL Form 5500 · 2023

Sunrise Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
141
Participants Small participant base
36th
Percentile by assets National rank
$21,996
Avg per participant Low balance/head
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Official DOL plan name: Sunrise Management Group 401(k) Safe Harbor Plan · Sponsored by Sunrise Management Group, Inc. · Mississippi · Information & Media

$3M in assets, 141 participants

Sunrise Management Group, Inc.'s Sunrise Management Group 401(k) Safe Harbor Plan reported $3M in total assets and 141 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.

  • #578 in Information & Media (2,818 peers)

Coverage in Mississippi

Sunrise Management Group 401(k) Safe Harbor Plan covers 141 participants in Mississippi, about 38% of the average Mississippi filer (state average ~366 per filing). Assets: $3M.

#578
in Information & Media (2,818 peers)
+33.9%
assets growth YoY

Sunrise Management Group 401(k) Safe Harbor Plan's mid-pack asset rank among Information & Media and all filers

Sunrise Management Group 401(k) Safe Harbor Plan vs every filed plan by assets

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

$3,101,463 36th percentile higher than 36% 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 Management Group 401(k) Safe Harbor 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 Management Group 401(k) Safe Harbor Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunrise Management Group 401(k) Safe Harbor Plan reported net income rose from -$204K in the plan year 2022 filing to $785K in the plan year 2023 filing.
  • Sunrise Management Group 401(k) Safe Harbor Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sunrise Management Group 401(k) Safe Harbor Plan reported participants rose from 129 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 812458360 · Sunrise Management Group, Inc. PY 2023 · 401(k)

Sunrise Management Group 401(k) Safe Harbor Plan · $3M · 141 · 36th

  • NET $3M
  • BOOK 141
  • VS-ST 36th
  • BOY 401(k)
  • SCH near The Cottage Gardens, Inc. 401(k) Plan
  • EBSA ind #578

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 Information & Media retirement plans → · Plans in Mississippi →

Sunrise Management Group 401(k) Safe Harbor Plan in the asset neighbourhood

Sunrise Management Group 401(k) Safe Harbor PlanSunrise Management Group 401…$3MThe Cottage Gardens, Inc. 401(k) PlanThe Cottage Gardens, Inc. 40…$3MAutosavvy Retirement 401(k)$3MOak Craft, Inc. Employee Profit Sharing PlanOak Craft, Inc. Employee Pro…$3MVanitvelt and Wendling 401(k) PlanVanitvelt and Wendling 401(k…$3M
End-of-year total assets ($M) among Sunrise Management Group 401(k) Safe Harbor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mississippi filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$785K
Employer EIN812458360
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunrise Management Group, Inc.)

Sponsor-wide plan assets over time

All Sunrise Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 68.4118184671428% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.32M $3.9M ▲ +68.1%
Year Plans Participants Total Assets
2022 1 129 $2M
2023 1 141 $3M
2024 1 146 $4M

Nearby 401(k) Plans in Mississippi

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

Sunrise Management Group 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Sunrise Management Group 401(k) Safe Harbor Plan, Total assets ($M): 3.101463 · Participants: 141Sunrise Management Group 401(k) Safe Harbor PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Sunrise Management Group 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Sunrise Management Group 401(k) Safe Harbor Plan side-by-side with 3 peers →

Sunrise Management Group 401(k) Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is The Cottage Gardens, Inc. 401(k) Plan in OH ($3M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Management Group 401(k) Safe Harbor Plan assets move in 2023? ▼
Sunrise Management Group 401(k) Safe Harbor Plan surged - up 33.9% during 2023, from $2M to $3M. Reported net income was $785K.
How have Sunrise Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Management Group, Inc.'s sponsor-wide assets grew 68.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Sunrise Management Group 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Cottage Gardens, Inc. 401(k) Plan in OH ($3M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Management Group 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 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 812458360.

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.