401(k) · DOL Form 5500 · 2023

Sunstate Equipment Co., LLC 401(k) Plan

Data updated 2026-08-11

$139M
Total assets
1,969
Participants
93rd
Percentile by assets
$70,546
Avg per participant
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Official DOL plan name: Sunstate Equipment Co., LLC Retirement Savings Plan and Trust · Sponsored by Sunstate Equipment Co., LLC · Arizona · Manufacturing

$139M in assets, 1,969 participants

Sunstate Equipment Co., LLC's Sunstate Equipment Co., LLC Retirement Savings Plan and Trust reported $139M in total assets and 1,969 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #16,763 in Manufacturing (18,722 peers)

Coverage in Arizona

Sunstate Equipment Co., LLC Retirement Savings Plan and Trust covers 1,969 participants in Arizona, 3.5x the typical Arizona plan (state average ~564 per filing). Assets: $139M.

$139M
total plan assets (2023 EOY)
1,969
covered participants
93rd
percentile by assets (of 127,072 plans)
$70,546
avg assets per participant

Where Sunstate Equipment Co., LLC Retirement Savings Plan and Trust sits by total assets

Sunstate Equipment Co., LLC Retirement Savings Plan and Trust vs every filed plan by assets

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

$138,904,549 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunstate Equipment Co., LLC Retirement Savings Plan and Trust reported net income rose from -$13M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Sunstate Equipment Co., LLC Retirement Savings Plan and Trust end-of-year assets rose from $112M in the plan year 2022 filing to $139M in the plan year 2023 filing.
  • Sunstate Equipment Co., LLC Retirement Savings Plan and Trust reported participants rose from 1,853 in the plan year 2022 filing to 1,969 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Arizona
Industry
Manufacturing

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Sunstate Equipment Co., LLC Retirement Savings Plan and Trust reports 1,969 participants - 3.5x that state average ($139M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$139M
Net Income$27M
Employer EIN860810251
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunstate Equipment Co., LLC)

$100M$120M$140M$160M$180M 202220232024 $112M $164M ▲ +46.3%
Total plan assets by year, all Sunstate Equipment Co., LLC plans on file
Year Plans Participants Total Assets
2022 1 1,853 $112M
2023 1 1,969 $139M
2024 1 2,109 $164M

Nearby 401(k) Plans in Arizona

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

Sunstate Equipment Co., LLC Retirement Savings Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sunstate Equipment C…, Total assets ($B): 0.138904549 · Participants: 1969Sunstate Equipment C…Bechtel Trust & Thri…, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thri…Banner Health Employ…, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employ…Republic Services, I…, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, I…Freeport-Mcmoran Inc…, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc…Stantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Sunstate Equipment Co., LLC Retirement Savings Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sunstate Equipment Co., LLC Retirement S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sunstate Equipment Co., LLC Retirement Savings Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Sunstate Equipment Co., LLC Retirement Savings Plan and Trust assets move in 2023? ▼
Sunstate Equipment Co., LLC Retirement Savings Plan and Trust grew sharply - up 23.9% during 2023, from $112M to $139M. Reported net income was $27M.
How have Sunstate Equipment Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunstate Equipment Co., LLC's sponsor-wide assets grew 46.3%, from $112M to $164M.
Where does Sunstate Equipment Co., LLC Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Sunstate Equipment Co., LLC Retirement Savings Plan and Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sunstate Equipment Co., LLC Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Oak Street Health, 401(k) Plan in IL ($139M, 5,233 participants).

Next read for Sunstate Equipment Co., LLC Retirement S…

Filing takeaways

Ways to act on Sunstate Equipment Co., LLC Retirement Savings Plan and Trust's numbers.

  • By total assets, Sunstate Equipment Co., LLC Retirement Savings Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
  • Sunstate Equipment Co., LLC's sponsor-wide assets have grown 46.3% since 2022 across 3 plan years on file. More Manufacturing plans

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 860810251.

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.