401(k) · DOL Form 5500 · 2023

Sunshine Homes, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
274
Participants Below avg headcount
54th
Percentile by assets National rank
$28,806
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Employee Benefit Plan of Sunshine Homes, Inc. · Sponsored by Sunshine Homes, Inc. · Alabama · Manufacturing

$8M in assets, 274 participants

Sunshine Homes, Inc.'s Employee Benefit Plan of Sunshine Homes, Inc. reported $8M in total assets and 274 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,218 in Manufacturing (18,722 peers)

What the 2023 filing shows

Employee Benefit Plan of Sunshine Homes, Inc. holds $8M for 274 participants - about $28,806 per participant, above the median plan by assets.

#7,218
in Manufacturing (18,722 peers)
+4.0%
assets growth YoY

Employee Benefit Plan of Sunshine Homes, Inc.'s mid-pack asset rank among Manufacturing and all filers

Employee Benefit Plan of Sunshine Homes, Inc. vs every filed plan by assets

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

$7,892,777 Top 46% higher than 54% 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

Employee Benefit Plan of Sunshine Homes, Inc. 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. Employee Benefit Plan of Sunshine Homes, Inc. sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of Sunshine Homes, Inc. reported net income rose from -$554K in the plan year 2022 filing to $306K in the plan year 2023 filing.
  • Employee Benefit Plan of Sunshine Homes, Inc. reported participants rose from 233 in the plan year 2022 filing to 274 in the plan year 2023 filing.
  • Employee Benefit Plan of Sunshine Homes, Inc. end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630596473 · Sunshine Homes, Inc. PY 2023 · 401(k)

Employee Benefit Plan of Sunshine Homes, Inc. · $8M · 274 · 54th

  • NET $8M
  • BOOK 274
  • VS-ST 54th
  • BOY 401(k)
  • SCH near Swimlane, Inc. 401(k) Profit Sharing Plan and Trust
  • EBSA ind #7218

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 Alabama →

Employee Benefit Plan of Sunshine Homes, Inc. in the asset neighbourhood

Employee Benefit Plan of Sunshine Homes, Inc.Employee Benefit Plan of Sun…$8MSwimlane, Inc. 401(k) Profit Sharing Plan and TrustSwimlane, Inc. 401(k) Profit…$8MAlto Music of Orange County, Inc. 401(k) Profit Sharing Plan and TrustAlto Music of Orange County,…$8MGaruda Labs 401(k) Plan$8MNm Management 401(k) Plan$8M
End-of-year total assets ($M) among Employee Benefit Plan of Sunshine Homes, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$306K
Employer EIN630596473
Plan Effective Date1986-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunshine Homes, Inc.)

Sponsor-wide plan assets over time

All Sunshine Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.349530410676801% vs 2022
2024 filing year
$7M$7.2M$7.4M$7.6M$7.8M$8M 202220232024 $7.59M $7.26M ▼ -4.3%
Year Plans Participants Total Assets
2022 1 233 $8M
2023 1 274 $8M
2024 1 267 $7M

Nearby 401(k) Plans in Alabama

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

Employee Benefit Plan of Sunshine Homes, Inc. vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Employee Benefit Plan of Sunshine Homes, Inc., Total assets ($B): 0.007892777 · Participants: 274Employee Benefit Plan of Sunshine Homes, Inc.Regions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Employee Benefit Plan of Sunshine Homes, Inc. vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Employee Benefit Plan of Sunshine Homes, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Sunshine Homes, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Swimlane, Inc. 401(k) Profit Sharing Plan and Trust in CO ($8M); by covered participants it is Portfolio Retirement Plan in AZ (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Employee Benefit Plan of Sunshine Homes, Inc. assets move in 2023? ▼
Employee Benefit Plan of Sunshine Homes, Inc. edged up modestly - up 4.0% during 2023, from $8M to $8M. Reported net income was $306K.
How have Sunshine Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunshine Homes, Inc.'s sponsor-wide assets declined 4.3%, from $8M to $7M.
Which 401(k) plans are similar in size to Employee Benefit Plan of Sunshine Homes, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Swimlane, Inc. 401(k) Profit Sharing Plan and Trust in CO ($8M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Sunshine Homes, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Portfolio Retirement Plan in AZ (274 participants, $5M 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 630596473.

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.