401(k) · DOL Form 5500 · 2023

Sunworks, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
656
Participants Below avg headcount
48th
Percentile by assets National rank
$9,030
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sunworks 401(k) Plan & Trust · Sponsored by Sunworks, Inc. · Delaware · Utilities

$6M in assets, 656 participants

Sunworks, Inc.'s Sunworks 401(k) Plan & Trust reported $6M in total assets and 656 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #132 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Sunworks 401(k) Plan & Trust ranks #132 of 721 2023 filers by assets (9064% of the sector average)-$6M for 656 participants.

#132
in Utilities (721 peers)
+48.4%
assets growth YoY

Sunworks 401(k) Plan & Trust's mid-pack asset rank among Utilities and all filers

Sunworks 401(k) Plan & Trust vs every filed plan by assets

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

$5,923,757 48th percentile higher than 48% 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

Sunworks 401(k) Plan & Trust 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. Sunworks 401(k) Plan & Trust sits mid-pack in the medium band (656 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunworks 401(k) Plan & Trust reported net income rose from $467K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sunworks 401(k) Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sunworks 401(k) Plan & Trust reported participants rose from 464 in the plan year 2022 filing to 656 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010592299 · Sunworks, Inc. PY 2023 · 401(k)

Sunworks 401(k) Plan & Trust · $6M · 656 · 48th

  • BOOK $6M
  • BOOK 656
  • BOOK 48th
  • BOOK 401(k)
  • BOOK near D W Sivers Co. 401(k) Profit Sharing Plan
  • BOOK ind #132

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 Utilities retirement plans → · Plans in Delaware →

Sunworks 401(k) Plan & Trust in the asset neighbourhood

Sunworks 401(k) Plan & Trust$6MD W Sivers Co. 401(k) Profit Sharing PlanD W Sivers Co. 401(k) Profit…$6MLauth Group, Inc. 401(k) Savings PlanLauth Group, Inc. 401(k) Sav…$6MAutoland 401(k) Plan$6MOregon Brewing Co. 401(k) Profit Sharing PlanOregon Brewing Co. 401(k) Pr…$6M
End-of-year total assets ($M) among Sunworks 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN010592299
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunworks, Inc.)

Sponsor-wide plan assets over time

All Sunworks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $3.99M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 464 $4M
2023 1 656 $6M
2024 1 302 N/A

Nearby 401(k) Plans in Delaware

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

Sunworks 401(k) Plan & Trust vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. 050001000015000 -202468 Total assets ($B) Participants Sunworks 401(k) Plan & Trust, Total assets ($B): 0.005923757 · Participants: 656Sunworks 401(k) Plan & TrustAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Sunworks 401(k) Plan & Trust vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Sunworks 401(k) Plan & Trust side-by-side with 3 peers →

Sunworks 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is D W Sivers Co. 401(k) Profit Sharing Plan in OR ($6M); by covered participants it is Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan in CA (656 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (656 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 Sunworks 401(k) Plan & Trust assets move in 2023? ▼
Sunworks 401(k) Plan & Trust surged - up 48.4% during 2023, from $4M to $6M. Reported net income was $2M.
Which 401(k) plans are similar in size to Sunworks 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is D W Sivers Co. 401(k) Profit Sharing Plan in OR ($6M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Sunworks 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan in CA (656 participants, $88M 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 010592299.

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.