Profit Sharing · DOL Form 5500 · 2023

Sun Behavioral Health, Inc. Profit Sharing Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
816
Participants Near avg headcount
61st
Percentile by assets National rank
$13,863
Avg per participant Low balance/head
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Official DOL plan name: Sun Behavioral Health, Inc. 401(k) Plan · Sponsored by Sun Behavioral Health, Inc. · New Jersey · Healthcare & Social Assistance

$11M in assets, 816 participants

Sun Behavioral Health, Inc.'s Sun Behavioral Health, Inc. 401(k) Plan reported $11M in total assets and 816 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,800 in Healthcare & Social Assistance (17,684 peers)

Sun Behavioral Health, Inc. multi-year trail

Sun Behavioral Health, Inc.'s plans moved +91.5% in assets from 2022 to 2024; this filing shows Sun Behavioral Health, Inc. 401(k) Plan at $11M / 816 participants.

#11,800
in Healthcare & Social Assistance (17,684 peers)
+41.0%
assets growth YoY

Sun Behavioral Health, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sun Behavioral Health, Inc. 401(k) Plan vs every filed plan by assets

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

$11,311,976 Top 39% higher than 61% 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

Sun Behavioral Health, Inc. 401(k) Plan 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. Sun Behavioral Health, Inc. 401(k) Plan sits mid-pack in the medium band (816 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Behavioral Health, Inc. 401(k) Plan reported net income rose from $400K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sun Behavioral Health, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463864259 · Sun Behavioral Health, Inc. PY 2023 · Profit Sharing

Sun Behavioral Health, Inc. 401(k) Plan · $11M · 816 · 61st

  • EBSA $11M
  • EBSA 816
  • EBSA 61st
  • EBSA Profit Sharing
  • EBSA near Child Development Resources of Ventura County, Inc. Profit Sharing Plan
  • EBSA ind #11800

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 New Jersey →

Sun Behavioral Health, Inc. 401(k) Plan in the asset neighbourhood

Alopexx, Inc Retirement Plan$11MSouthwest Network 403(b) Retirement PlanSouthwest Network 403(b) Ret…$11MCambridge Valve & Fitting, Inc. Profit Sharing PlanCambridge Valve & Fitting, I…$11MChild Development Resources of Ventura County, Inc. Profit Sharing PlanChild Development Resources …$11MSun Behavioral Health, Inc. 401(k) PlanSun Behavioral Health, Inc. …$11M
End-of-year total assets ($M) among Sun Behavioral Health, Inc. 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Sun Behavioral Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sun Behavioral Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 91.53068557311286% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.02M $15.4M ▲ +91.5%
Year Plans Participants Total Assets
2022 1 816 $8M
2023 1 816 $11M
2024 1 1,178 $15M

Sun Behavioral Health, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN463864259
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sun Behavioral Health, Inc. 401(k) Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 050001000015000 -10123 Total assets ($B) Participants Sun Behavioral Health, Inc. 401(k) Plan, Total assets ($B): 0.011311976 · Participants: 816Sun Behavioral Health, Inc. 401(k) PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.4875433 · Participants: 1843Ernst & Young Partnership Retirement (Hr-10) PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.438796802 · Participants: 10336Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.401252704 · Participants: 8602Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.637415895 · Participants: 2283IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.529416194 · Participants: 1895Kpmg Partner Retirement Savings Plan
Sun Behavioral Health, Inc. 401(k) Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Sun Behavioral Health, Inc. 401(k) Plan side-by-side with 3 peers →

Sun Behavioral Health, Inc. 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Child Development Resources of Ventura County, Inc. Profit Sharing Plan in CA ($11M); by covered participants it is Upper Ohio Valley Laborers Security Fund in PA (818 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (816 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 Sun Behavioral Health, Inc. 401(k) Plan assets move in 2023? ▼
Sun Behavioral Health, Inc. 401(k) Plan surged - up 41.0% during 2023, from $8M to $11M. Reported net income was $3M.
How have Sun Behavioral Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Behavioral Health, Inc.'s sponsor-wide assets grew 91.5%, from $8M to $15M.
Which Profit Sharing plans are similar in size to Sun Behavioral Health, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Child Development Resources of Ventura County, Inc. Profit Sharing Plan in CA ($11M, 336 participants).
Which Profit Sharing plans cover a similar participant headcount to Sun Behavioral Health, Inc. 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Upper Ohio Valley Laborers Security Fund in PA (818 participants, $9M 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 463864259.

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.