401(k) · DOL Form 5500 · 2023

Sunstate Equipment Co., LLC 401(k) Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
1,969
Participants Near avg headcount
93rd
Percentile by assets National rank
$70,546
Avg per participant Below avg balance/head
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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.

  • #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.

#16,763
in Manufacturing (18,722 peers)
+23.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Sunstate Equipment Co., LLC Retirement Savings Plan and Trust's outsized position 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 $2,050,000,000 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

Sunstate Equipment Co., LLC Retirement Savings Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunstate Equipment Co., LLC Retirement Savings Plan and Trust lands in the large band (1,969 participants).

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 →

DOL schedule card

Filing strip 860810251 · Sunstate Equipment Co., LLC PY 2023 · 401(k)

Sunstate Equipment Co., LLC Retirement Savings Plan and Trust · $139M · 1,969 · 93rd

  • EOY $139M
  • 5500 1,969
  • ASSETS 93rd
  • PCT 401(k)
  • EIN near Oak Street Health, 401(k) Plan
  • RANK ind #16763

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 Arizona →

Sunstate Equipment Co., LLC Retirement Savings Plan and Trust in the asset neighbourhood

Nibe USA 401(k) Retirement PlanNibe USA 401(k) Retirement P…$139MOak Street Health, 401(k) PlanOak Street Health, 401(k) Pl…$139MSunstate Equipment Co., LLC Retirement Savings Plan and TrustSunstate Equipment Co., LLC …$139MVirtusa Corporation 401(k) PlanVirtusa Corporation 401(k) P…$139MMarshall Medical Center 403(b) Retirement PlanMarshall Medical Center 403(…$139M
End-of-year total assets ($M) among Sunstate Equipment Co., LLC Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Sunstate Equipment Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$164M 46.27913736556869% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $112M $164M ▲ +46.3%
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 ($B) Participants Sunstate Equipment Co., LLC Retirement Savings Plan and Trust, Total assets ($B): 0.138904549 · Participants: 1969Sunstate Equipment Co., LLC Retirement Savings Plan and TrustBechtel 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
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 Savings Plan and Trust side-by-side with 3 peers →

Sunstate Equipment Co., LLC Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Oak Street Health, 401(k) Plan in IL ($139M); by covered participants it is Oklahoma State Pipe Trades Annuity Fund in OK (1,969 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($139M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,969 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 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).
Which 401(k) plans cover a similar participant headcount to Sunstate Equipment Co., LLC Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oklahoma State Pipe Trades Annuity Fund in OK (1,969 participants, $83M 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 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.