401(k) · DOL Form 5500 · 2023

Sun Mechanical Contracting, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
279
Participants Below avg headcount
57th
Percentile by assets National rank
$33,681
Avg per participant Low balance/head
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Official DOL plan name: Sun Mechanical Contracting, Inc. 401(k) Retirement Plan · Sponsored by Sun Mechanical Contracting, Inc. · Arizona · Construction

$9M in assets, 279 participants

Sun Mechanical Contracting, Inc.'s Sun Mechanical Contracting, Inc. 401(k) Retirement Plan reported $9M in total assets and 279 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,025 in Construction (9,030 peers)

Coverage in Arizona

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan covers 279 participants in Arizona, about 49% of the average Arizona filer (state average ~564 per filing). Assets: $9M.

#5,025
in Construction (9,030 peers)
+22.8%
assets growth YoY

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$9,396,881 Top 43% higher than 57% 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 Mechanical Contracting, Inc. 401(k) Retirement 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 Mechanical Contracting, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Mechanical Contracting, Inc. 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sun Mechanical Contracting, Inc. 401(k) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Sun Mechanical Contracting, Inc. 401(k) Retirement Plan reported participants rose from 267 in the plan year 2022 filing to 279 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860362106 · Sun Mechanical Contracting, Inc. PY 2023 · 401(k)

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan · $9M · 279 · 57th

  • BOY $9M
  • BOY 279
  • BOY 57th
  • BOY 401(k)
  • BOY near R.O. Whitesell & Associates, Inc. Employees' Retirement Plan
  • BOY ind #5025

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 Construction retirement plans → · Plans in Arizona →

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan in the asset neighbourhood

Sun Mechanical Contracting, Inc. 401(k) Retirement PlanSun Mechanical Contracting, …$9MR.O. Whitesell & Associates, Inc. Employees' Retirement PlanR.O. Whitesell & Associates,…$9MFurlani Foods, LLC Savings & Retirement PlanFurlani Foods, LLC Savings &…$9MInstalled Building Solutions II, LLC 401(k) ProfitInstalled Building Solutions…$9MHartson-Kennedy Cabinet Top Co., Inc. Employees' Savings & Incentive PlanHartson-Kennedy Cabinet Top …$9M
End-of-year total assets ($M) among Sun Mechanical Contracting, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN860362106
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Mechanical Contracting, Inc.)

Sponsor-wide plan assets over time

All Sun Mechanical Contracting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.268891256666564% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.65M $9.81M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 267 $8M
2023 1 279 $9M
2024 1 248 $10M

Nearby 401(k) Plans in Arizona

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

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sun Mechanical Contracting, Inc. 401(k) Retirement Plan, Total assets ($B): 0.009396881 · Participants: 279Sun Mechanical Contracting, Inc. 401(k) Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Sun Mechanical Contracting, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sun Mechanical Contracting, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is R.O. Whitesell & Associates, Inc. Employees' Retirement Plan in IN ($9M); by covered participants it is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Mechanical Contracting, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Sun Mechanical Contracting, Inc. 401(k) Retirement Plan grew sharply - up 22.8% during 2023, from $8M to $9M. Reported net income was $2M.
How have Sun Mechanical Contracting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Mechanical Contracting, Inc.'s sponsor-wide assets grew 28.3%, from $8M to $10M.
Which 401(k) plans are similar in size to Sun Mechanical Contracting, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is R.O. Whitesell & Associates, Inc. Employees' Retirement Plan in IN ($9M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Sun Mechanical Contracting, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Virginia Cancer Institute, Inc. Retirement Plan in VA (279 participants, $58M 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 860362106.

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.