401(k) · DOL Form 5500 · 2023

Sunrise Shoprite, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
73
Participants Small participant base
68th
Percentile by assets National rank
$215,125
Avg per participant Above avg balance/head
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Official DOL plan name: Sunrise Shoprite, Inc. Employees' Retirement Plan · Sponsored by Sunrise Shoprite, Inc. · New Jersey · Retail Trade

$16M in assets, 73 participants

Sunrise Shoprite, Inc.'s Sunrise Shoprite, Inc. Employees' Retirement Plan reported $16M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,627 in Retail Trade (8,414 peers)

What the 2023 filing shows

Sunrise Shoprite, Inc. Employees' Retirement Plan holds $16M for 73 participants - about $215,125 per participant, above the median plan by assets.

#6,627
in Retail Trade (8,414 peers)
+3.7%
assets growth YoY

Sunrise Shoprite, Inc. Employees' Retirement Plan's outsized position by total assets

Sunrise Shoprite, Inc. Employees' Retirement Plan vs every filed plan by assets

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

$15,704,118 Top 32% higher than 68% 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

Sunrise Shoprite, Inc. Employees' Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunrise Shoprite, Inc. Employees' Retirement Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunrise Shoprite, Inc. Employees' Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $555K in the plan year 2023 filing.
  • Sunrise Shoprite, Inc. Employees' Retirement Plan reported participants fell from 87 in the plan year 2022 filing to 73 in the plan year 2023 filing.
  • Sunrise Shoprite, Inc. Employees' Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221589183 · Sunrise Shoprite, Inc. PY 2023 · 401(k)

Sunrise Shoprite, Inc. Employees' Retirement Plan · $16M · 73 · 68th

  • RANK $16M
  • RANK 73
  • RANK 68th
  • RANK 401(k)
  • RANK near Millennium Physicians Association, PLLC 401(k) Plan
  • RANK ind #6627

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 Retail Trade retirement plans → · Plans in New Jersey →

Sunrise Shoprite, Inc. Employees' Retirement Plan in the asset neighbourhood

Pacifica Graduate Institute 401(k) PlanPacifica Graduate Institute …$16MSunrise Shoprite, Inc. Employees' Retirement PlanSunrise Shoprite, Inc. Emplo…$16MMillennium Physicians Association, PLLC 401(k) PlanMillennium Physicians Associ…$16MThe Denver Center for the Performing Arts 401(k) PlanThe Denver Center for the Pe…$16MEssen Medical Associates, P.C. 401(k) Profit Sharing Plan & TrustEssen Medical Associates, P.…$16M
End-of-year total assets ($M) among Sunrise Shoprite, Inc. Employees' Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$555K
Employer EIN221589183
Plan Effective Date1976-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunrise Shoprite, Inc.)

Sponsor-wide plan assets over time

All Sunrise Shoprite, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 3.68327716977943% vs 2022
2023 filing year
$15M$15.2M$15.4M$15.6M$15.8M 20222023 $15.2M $15.7M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 87 $15M
2023 1 73 $16M

Nearby 401(k) Plans in New Jersey

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

Sunrise Shoprite, Inc. Employees' Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Sunrise Shoprite, Inc. Employees' Retirement Plan, Total assets ($B): 0.015704118 · Participants: 73Sunrise Shoprite, Inc. Employees' Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Sunrise Shoprite, Inc. Employees' Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Sunrise Shoprite, Inc. Employees' Retirement Plan side-by-side with 3 peers →

Sunrise Shoprite, Inc. Employees' Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Millennium Physicians Association, PLLC 401(k) Plan in TX ($16M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Sunrise Shoprite, Inc. Employees' Retirement Plan assets move in 2023? ▼
Sunrise Shoprite, Inc. Employees' Retirement Plan edged up modestly - up 3.7% during 2023, from $15M to $16M. Reported net income was $555K.
How have Sunrise Shoprite, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sunrise Shoprite, Inc.'s sponsor-wide assets grew 3.7%, from $15M to $16M.
Which 401(k) plans are similar in size to Sunrise Shoprite, Inc. Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Millennium Physicians Association, PLLC 401(k) Plan in TX ($16M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Shoprite, Inc. Employees' Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 participants, N/A 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 221589183.

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.