401(k) · DOL Form 5500 · 2023

Sun Gro Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
229
Participants Below avg headcount
74th
Percentile by assets National rank
$92,958
Avg per participant Below avg balance/head
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Official DOL plan name: Sun Gro Holdings Inc. Retirement Savings Plan · Sponsored by Sun Gro Holdings Inc. · Massachusetts · Manufacturing

$21M in assets, 229 participants

Sun Gro Holdings Inc.'s Sun Gro Holdings Inc. Retirement Savings Plan reported $21M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #11,960 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Sun Gro Holdings Inc. Retirement Savings Plan covers 229 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.

#11,960
in Manufacturing (18,722 peers)
+6.3%
assets growth YoY

Sun Gro Holdings Inc. Retirement Savings Plan's outsized position by total assets

Sun Gro Holdings Inc. Retirement Savings Plan vs every filed plan by assets

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

$21,287,494 Top 26% higher than 74% 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

Sun Gro Holdings Inc. Retirement Savings 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. Sun Gro Holdings Inc. Retirement Savings Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Gro Holdings Inc. Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sun Gro Holdings Inc. Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Sun Gro Holdings Inc. Retirement Savings Plan reported participants fell from 243 in the plan year 2022 filing to 229 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020550339 · Sun Gro Holdings Inc. PY 2023 · 401(k)

Sun Gro Holdings Inc. Retirement Savings Plan · $21M · 229 · 74th

  • PART $21M
  • TYPE 229
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions
  • BOY ind #11960

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 Massachusetts →

Sun Gro Holdings Inc. Retirement Savings Plan in the asset neighbourhood

Sun Gro Holdings Inc. Retirement Savings PlanSun Gro Holdings Inc. Retire…$21MSecurity Bancshares Inc Employee Stock Ownership Plan with 401(k) ProvisionsSecurity Bancshares Inc Empl…$21MBurkert USA Corp Plan and Retirement TrustBurkert USA Corp Plan and Re…$21MHawaii Pacific Foundation 401(k) PlanHawaii Pacific Foundation 40…$21MCrown Bakeries Retirement PlanCrown Bakeries Retirement Pl…$21M
End-of-year total assets ($M) among Sun Gro Holdings Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN020550339
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Gro Holdings Inc.)

Sponsor-wide plan assets over time

All Sun Gro Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 4.88597534076923% vs 2022
2024 filing year
$19.5M$20M$20.5M$21M$21.5M 202220232024 $20M $21M ▲ +4.9%
Year Plans Participants Total Assets
2022 1 243 $20M
2023 1 229 $21M
2024 1 223 $21M

Nearby 401(k) Plans in Massachusetts

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

Sun Gro Holdings Inc. Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sun Gro Holdings Inc. Retirement Savings Plan, Total assets ($B): 0.021287494 · Participants: 229Sun Gro Holdings Inc. Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Sun Gro Holdings Inc. Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sun Gro Holdings Inc. Retirement Savings Plan side-by-side with 3 peers →

Sun Gro Holdings Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions in KS ($21M); by covered participants it is P3 Health Partners 401(k) Plan in NV (229 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Sun Gro Holdings Inc. Retirement Savings Plan assets move in 2023? ▼
Sun Gro Holdings Inc. Retirement Savings Plan grew at a solid clip - up 6.3% during 2023, from $20M to $21M. Reported net income was $1M.
How have Sun Gro Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Gro Holdings Inc.'s sponsor-wide assets grew 4.9%, from $20M to $21M.
Which 401(k) plans are similar in size to Sun Gro Holdings Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions in KS ($21M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Sun Gro Holdings Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is P3 Health Partners 401(k) Plan in NV (229 participants, $2M 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 020550339.

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.