401(k) · DOL Form 5500 · 2023
Sunrise Brands, LLC 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 324
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $69,664
- Avg per participant Below avg balance/head
Official DOL plan name: Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P · Sponsored by Sunrise Brands, LLC · California · Wholesale Trade
$23M in assets, 324 participants
Sunrise Brands, LLC's Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P reported $23M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #4,573 in Wholesale Trade (6,309 peers)
Where Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P sits by assets
Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P sits in the top quartile of all filed plans by assets, $23M for 324 participants (~$69,664/participant), up 16.7% in 2023.
- #4,573
- in Wholesale Trade (6,309 peers)
- +16.7%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P's outsized position by total assets
Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,571,178 Top 25% higher than 75% 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
Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P 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 Brands, LLC and Its Subsidiaries and Its Affiliate P sits mid-pack in the medium band (324 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P reported participants rose from 299 in the plan year 2022 filing to 324 in the plan year 2023 filing.
DOL schedule card
Filing strip 264228266 · Sunrise Brands, LLC PY 2023 · 401(k)
Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P · $23M · 324 · 75th
- PART $23M
- PART 324
- PART 75th
- PART 401(k)
- PART near Lotspeich Co. of Florida, Inc. 401(k) Profit Sharing Plan
- PART ind #4573
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 Wholesale Trade retirement plans → · Plans in California →
Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 264228266 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunrise Brands, LLC)
Sponsor-wide plan assets over time
All Sunrise Brands, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 33.164635295946574% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 299 | $19M |
| 2023 | 1 | 324 | $23M |
| 2024 | 1 | 310 | $26M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Sunrise Brands, LLC and Its Subsidiaries and Its Affiliate P's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Lotspeich Co. of Florida, Inc. 401(k) Profit Sharing Plan in FL ($23M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Lotspeich Co. of Florida, Inc. 401(k) Profit Sharing Plan (FL) $23M · 184
- Flexe, Inc. 401(k) Plan (WA) $23M · 467
- Indigo Auto Group 401(k) Plan (TX) $23M · 734
- Nielsen & Bainbridge, LLC Retirement Savings Plan (TX) $23M · 518
Similar participant headcount
Nearest other-state filings by covered participants (324 participants); asset peers above are excluded.
- Holston Gases, Inc. 401(k) Profit Sharing Plan (TN) 324 · 0 off
- Clarus Corporation Retirement Savings Plan (UT) 324 · 0 off
- Pti Engineered Plastics, Inc. 401(k) Plan (MI) 324 · 0 off
- Burnette Foods, Inc. 401(k) Plan (MI) 324 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.