401(k) · DOL Form 5500 · 2023
Sunrise Senior Living, LLC 401(k) Plan
Data updated 2026-08-11
- $333M
- Total assets
- 19,826
- Participants
- 96th
- Percentile by assets
- $16,812
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $333M
- total plan assets (2023 EOY)
- 19,826
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $16,812
- avg assets per participant
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.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Sunrise Senior Living 401(k) Plan reports 19,826 participants - 25x that state average ($333M EOY assets).
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)
| 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.
Sunrise Senior Living 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sunrise Senior Living 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Sunrise Senior Living 401(k) Plan assets move in 2023? ▼
How have Sunrise Senior Living, LLC plan assets changed over time? ▼
Where does Sunrise Senior Living 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sunrise Senior Living 401(k) Plan? ▼
Next read for Sunrise Senior Living 401(k) Plan
Filing takeaways
Ways to act on Sunrise Senior Living 401(k) Plan's numbers.
- By total assets, Sunrise Senior Living 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Sunrise Senior Living, LLC's sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans