401(k) · DOL Form 5500 · 2023

Sullivans, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 36
Participants Small participant base: 38th
Percentile by assets National rank: $94,894
Avg per participant Below avg balance/head

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Official DOL plan name: Sullivans, Inc. 401(k) Plan · Sponsored by Sullivans, Inc. · Massachusetts · Retail Trade

$3M in assets, 36 participants

Sullivans, Inc.'s Sullivans, Inc. 401(k) Plan reported $3M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

#4,100 in Retail Trade (8,414 peers)

Sullivans, Inc. multi-year trail

Sullivans, Inc.'s plans moved -18.8% in assets from 2023 to 2024; this filing shows Sullivans, Inc. 401(k) Plan at $3M / 36 participants.

#4,100
in Retail Trade (8,414 peers): -19.1%
assets change YoY

The plan reported a net loss of $804K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sullivans, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Sullivans, Inc. 401(k) Plan vs every filed plan by assets

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

$3,416,186 38th percentile higher than 38% 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

Sullivans, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sullivans, Inc. 401(k) Plan is a small filing (36 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 042546583 · Sullivans, Inc. PY 2023 · 401(k)

Sullivans, Inc. 401(k) Plan · $3M · 36 · 38th

EOY $3M
EOY 36
EOY 38th
EOY 401(k)
EOY near Bethany Children's Home and Affiliated Employers' 401(k) Plan
EOY ind #4100

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 Retail Trade retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Sullivans, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sullivans, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 18.843207015074707% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	36	$3M
2024	1	27	$3M

Sullivans, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$3M
Net Income	-$804K
Employer EIN	042546583
Plan Effective Date	1989-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sullivans, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Sullivans, Inc. 401(k) Plan side-by-side with 3 peers →

Sullivans, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bethany Children's Home and Affiliated Employers' 401(k) Plan in PA ($3M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Bethany Children's Home and Affiliated Employers' 401(k) Plan (PA) $3M · 186
Awi Management Corporation 401(k) Plan (CA) $3M · 294
Try Hours, Inc. Retirement Savings Plan (OH) $3M · 39
Center for Social Dynamics 401(k) Plan (CA) $3M · 1,461

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

Btx Technologies, Inc. 401(k) Plan (NY) 36 · 0 off
Klink Equipment, LLC Retirement Plan (WI) 36 · 0 off
S.a. Graham Company, Inc. 401(k) Plan (AL) 36 · 0 off
Fumuso Christesen LLP Cash or Deferred Plan and Trust (NY) 36 · 0 off

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 Sullivans, Inc. 401(k) Plan assets move in 2023? ▼

Sullivans, Inc. 401(k) Plan declined sharply - down 19.1% during 2023, from $4M to $3M. Reported net income was -$804K.

How have Sullivans, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Sullivans, Inc.'s sponsor-wide assets declined 18.8%, from $3M to $3M.

Which 401(k) plans are similar in size to Sullivans, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bethany Children's Home and Affiliated Employers' 401(k) Plan in PA ($3M, 186 participants).

Which 401(k) plans cover a similar participant headcount to Sullivans, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Btx Technologies, Inc. 401(k) Plan in NY (36 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 042546583.