401(k) · DOL Form 5500 · 2023

Sunstates Security, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
2,804
Participants Above avg headcount
46th
Percentile by assets National rank
$1,959
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sunstates Security Retirement Savings Plan · Sponsored by Sunstates Security, LLC · North Carolina · Administrative & Support Services

$5M in assets, 2,804 participants

Sunstates Security, LLC's Sunstates Security Retirement Savings Plan reported $5M in total assets and 2,804 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,979 in Administrative & Support Services (4,372 peers)

Coverage in North Carolina

Sunstates Security Retirement Savings Plan covers 2,804 participants in North Carolina, 3.4x the typical North Carolina plan (state average ~819 per filing). Assets: $5M.

#2,979
in Administrative & Support Services (4,372 peers)
+56.7%
assets growth YoY

Sunstates Security Retirement Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers

Sunstates Security Retirement Savings Plan vs every filed plan by assets

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

$5,493,450 46th percentile higher than 46% 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

Sunstates Security Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunstates Security Retirement Savings Plan lands in the large band (2,804 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunstates Security Retirement Savings Plan reported net income rose from $215K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sunstates Security Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sunstates Security Retirement Savings Plan reported participants rose from 2,157 in the plan year 2022 filing to 2,804 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 562053968 · Sunstates Security, LLC PY 2023 · 401(k)

Sunstates Security Retirement Savings Plan · $5M · 2,804 · 46th

  • VS-ST $5M
  • BOY 2,804
  • SCH 46th
  • EBSA 401(k)
  • PART near Williams Island Poa 401(k) Plan
  • TYPE ind #2979

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 Administrative & Support Services retirement plans → · Plans in North Carolina →

Sunstates Security Retirement Savings Plan in the asset neighbourhood

Sunstates Security Retirement Savings PlanSunstates Security Retiremen…$5MWilliams Island Poa 401(k) PlanWilliams Island Poa 401(k) P…$5MBig Fouche Productions, Inc. 401(k) Profit Sharing PlanBig Fouche Productions, Inc.…$5MDyer Foods, Inc. 401(k) Plan$5MTouchstone Mental Health 401(k) PlanTouchstone Mental Health 401…$5M
End-of-year total assets ($M) among Sunstates Security Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN562053968
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunstates Security, LLC)

Sponsor-wide plan assets over time

All Sunstates Security, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 94.26557935658771% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.51M $6.81M ▲ +94.0%
Year Plans Participants Total Assets
2022 1 2,157 $4M
2023 1 2,804 $5M
2024 1 3,263 $7M

Nearby 401(k) Plans in North Carolina

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

Sunstates Security Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sunstates Security Retirement Savings Plan, Total assets ($B): 0.00549345 · Participants: 2804Sunstates Security Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Sunstates Security Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sunstates Security Retirement Savings Plan side-by-side with 3 peers →

Sunstates Security Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Williams Island Poa 401(k) Plan in FL ($5M); by covered participants it is Fox Management Rehabilitation Services LLC 401(k) Plan in NJ (2,805 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,804 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 Sunstates Security Retirement Savings Plan assets move in 2023? ▼
Sunstates Security Retirement Savings Plan surged - up 56.7% during 2023, from $4M to $5M. Reported net income was $2M.
How have Sunstates Security, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunstates Security, LLC's sponsor-wide assets grew 94.3%, from $4M to $7M.
Which 401(k) plans are similar in size to Sunstates Security Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Williams Island Poa 401(k) Plan in FL ($5M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Sunstates Security Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fox Management Rehabilitation Services LLC 401(k) Plan in NJ (2,805 participants, $101M 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 562053968.

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.