401(k) · DOL Form 5500 · 2023
Sullivan-Palatek, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 186
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $38,771
- Avg per participant Low balance/head
Official DOL plan name: Sullivan-Palatek, Inc 401(k) Plan · Sponsored by Sullivan-Palatek, Inc. · Indiana · Manufacturing
$7M in assets, 186 participants
Sullivan-Palatek, Inc.'s Sullivan-Palatek, Inc 401(k) Plan reported $7M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #6,751 in Manufacturing (18,722 peers)
Coverage in Indiana
Sullivan-Palatek, Inc 401(k) Plan covers 186 participants in Indiana, about 34% of the average Indiana filer (state average ~541 per filing). Assets: $7M.
- #6,751
- in Manufacturing (18,722 peers)
- +16.8%
- assets growth YoY
Sullivan-Palatek, Inc 401(k) Plan's mid-pack asset rank among Manufacturing and all filers
Sullivan-Palatek, Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,211,345 Top 48% higher than 52% 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
Sullivan-Palatek, Inc 401(k) 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. Sullivan-Palatek, Inc 401(k) Plan sits mid-pack in the medium band (186 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sullivan-Palatek, Inc 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Sullivan-Palatek, Inc 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Sullivan-Palatek, Inc 401(k) Plan reported participants rose from 173 in the plan year 2022 filing to 186 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 352049599 · Sullivan-Palatek, Inc. PY 2023 · 401(k)
Sullivan-Palatek, Inc 401(k) Plan · $7M · 186 · 52nd
- BOOK $7M
- BOOK 186
- BOOK 52nd
- BOOK 401(k)
- BOOK near The Koehler Organization 401(k) Plan
- BOOK ind #6751
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 Indiana →
Sullivan-Palatek, Inc 401(k) Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 352049599 |
| Plan Effective Date | 1995-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan-Palatek, Inc.)
Sponsor-wide plan assets over time
All Sullivan-Palatek, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 36.5283802623464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 173 | $6M |
| 2023 | 1 | 186 | $7M |
| 2024 | 1 | 222 | $8M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Sullivan-Palatek, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is The Koehler Organization 401(k) Plan in SD ($7M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- The Koehler Organization 401(k) Plan (SD) $7M · 520
- Fleet Feet, Inc. 401(k) Plan (NC) $7M · 1,178
- First National Financial Services 401(k) Plan (MN) $7M · 45
- Masaba, Inc. 401(k) Retirement Plan (SD) $7M · 123
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Dennelisse Corporation 401(k) Plan (NY) 186 · 0 off
- Knock, Inc 401(k) Plan (WA) 186 · 0 off
- Lixi Group 401(k) Plan (NY) 186 · 0 off
- Resource Data, Inc. 401(k) Plan (AK) 186 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.