401(k) · DOL Form 5500 · 2023
Sunrise Senior Living, LLC 401(k) Plan
Data updated 2026-08-25
- $333M
- Total assets Above avg plan size
- 19,826
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $16,812
- Avg per participant Low balance/head
Official DOL plan name: Sunrise Senior Living 401(k) Plan · Sponsored by Sunrise Senior Living, LLC · Virginia · Healthcare & Social Assistance
$333M in assets, 19,826 participants
Sunrise Senior Living, LLC's Sunrise Senior Living 401(k) Plan reported $333M in total assets and 19,826 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #17,107 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
Sunrise Senior Living 401(k) Plan covers 19,826 participants in Virginia, 25x the typical Virginia plan (state average ~782 per filing). Assets: $333M.
- #17,107
- in Healthcare & Social Assistance (17,684 peers)
- +15.1%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Sunrise Senior Living 401(k) Plan's outsized position by total assets
Sunrise Senior Living 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$333,311,609 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sunrise Senior Living 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunrise Senior Living 401(k) Plan is a mega filing (19,826 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sunrise Senior Living 401(k) Plan reported net income rose from -$41M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Sunrise Senior Living 401(k) Plan end-of-year assets rose from $290M in the plan year 2022 filing to $333M in the plan year 2023 filing.
- Sunrise Senior Living 401(k) Plan reported participants fell from 20,629 in the plan year 2022 filing to 19,826 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 541746596 · Sunrise Senior Living, LLC PY 2023 · 401(k)
Sunrise Senior Living 401(k) Plan · $333M · 19,826 · 96th
- EBSA $333M
- EBSA 19,826
- EBSA 96th
- EBSA 401(k)
- EBSA near Mgic Profit Sharing and Savings Plan
- EBSA ind #17107
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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Sunrise Senior Living 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $290M |
|---|---|
| Net Assets (End of Year) | $333M |
| Net Income | $44M |
| Employer EIN | 541746596 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunrise Senior Living, LLC)
Sponsor-wide plan assets over time
All Sunrise Senior Living, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $360M 24.357651848065707% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20,629 | $290M |
| 2023 | 1 | 19,826 | $333M |
| 2024 | 1 | 18,483 | $360M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Scale composition for Sunrise Senior Living 401(k) Plan
Sunrise Senior Living 401(k) Plan reports $333M in end-of-year assets across 19,826 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $16,812 per participant (12% of the national average assets-per-participant) . Net income for plan year 2023 was $44M.
This plan identity (EIN 541746596, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $290M to $360M (+24.4%) while covered participants moved from 20,629 to 18,483 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,629 | $290M | Open filing |
| 2023 | 19,826 | $333M | This page |
| 2024 · index core | 18,483 | $360M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Sunrise Senior Living 401(k) Plan (401(k), $360M, 18,483 participants)
Sunrise Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Mgic Profit Sharing and Savings Plan in WI ($333M); by covered participants it is Clayton Homes, Inc. 401(k) Retirement Plan in TN (19,824 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($333M here).
- Mgic Profit Sharing and Savings Plan (WI) $333M · 693
- Standardaero 401(k) Savings Plan (AZ) $333M · 3,480
- Billerud Americas Corporation Retirement Savings Plan for Non Union Employees (OH) $334M · 860
- Big Lots Savings Plan (OH) $334M · 23,821
Similar participant headcount
Nearest other-state filings by covered participants (19,826 participants); asset peers above are excluded.
- Clayton Homes, Inc. 401(k) Retirement Plan (TN) 19,824 · 2 off
- Boston Scientific Corporation 401(k) Retirement Savings Plan (MA) 19,881 · 55 off
- Penn Entertainment, Inc. 401(k) Plan (PA) 19,904 · 78 off
- The Huntington 401(k) Plan (OH) 19,962 · 136 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.