ESOP · DOL Form 5500 · 2023

Sun Light & Power ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
51
Participants Small participant base
33rd
Percentile by assets National rank
$50,000
Avg per participant Low balance/head
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Official DOL plan name: Sun Light & Power Employee Stock Ownership Plan · Sponsored by Sun Light & Power · California · Construction

$3M in assets, 51 participants

Sun Light & Power's Sun Light & Power Employee Stock Ownership Plan reported $3M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,818 in Construction (9,030 peers)

Sun Light & Power multi-year trail

Sun Light & Power's plans moved +77.5% in assets from 2022 to 2024; this filing shows Sun Light & Power Employee Stock Ownership Plan at $3M / 51 participants.

#2,818
in Construction (9,030 peers)
-15.6%
assets change YoY

The plan reported a net loss of $97K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sun Light & Power Employee Stock Ownership Plan among the smaller filed plans by assets

Sun Light & Power Employee Stock Ownership Plan vs every filed plan by assets

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

$2,550,000 33rd percentile higher than 33% 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 Light & Power Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Light & Power Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Light & Power Employee Stock Ownership Plan reported net income fell from $222K in the plan year 2022 filing to -$97K in the plan year 2023 filing.
  • Sun Light & Power Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sun Light & Power Employee Stock Ownership Plan reported participants fell from 55 in the plan year 2022 filing to 51 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942357077 · Sun Light & Power PY 2023 · ESOP

Sun Light & Power Employee Stock Ownership Plan · $3M · 51 · 33rd

  • 5500 $3M
  • 5500 51
  • 5500 33rd
  • 5500 ESOP
  • 5500 near Erdman Anthony Profit Sharing and Employee Stock Ownership Plan
  • 5500 ind #2818

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 What is an ESOP? → · Plans in California →

Sun Light & Power Employee Stock Ownership Plan in the asset neighbourhood

Erdman Anthony Profit Sharing and Employee Stock Ownership PlanErdman Anthony Profit Sharin…$3MSun Light & Power Employee Stock Ownership PlanSun Light & Power Employee S…$3MRiverwood Bank Employee Stock Ownership PlanRiverwood Bank Employee Stoc…$3MReliable Castings Corporation Employee Stock Ownership PlanReliable Castings Corporatio…$3MEls, Inc. Employee Stock Ownership PlanEls, Inc. Employee Stock Own…$3M
End-of-year total assets ($M) among Sun Light & Power Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sun Light & Power multi-year asset trail

Sponsor-wide plan assets over time

All Sun Light & Power plans reported in each filing year

Latest sponsor-wide plan assets
$5M 77.48344370860927% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.02M $5.36M ▲ +77.5%
Year Plans Participants Total Assets
2022 1 55 $3M
2023 1 51 $3M
2024 1 55 $5M

Sun Light & Power filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)-$389K
Net Income-$97K
Employer EIN942357077
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Sun Light & Power Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Sun Light & Power Employee Stock Ownership Plan, Total assets ($B): 0.00255 · Participants: 51Sun Light & Power Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Sun Light & Power Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Sun Light & Power Employee Stock Ownership Plan side-by-side with 3 peers →

Sun Light & Power Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY ($3M); by covered participants it is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Light & Power Employee Stock Ownership Plan assets move in 2023? ▼
Sun Light & Power Employee Stock Ownership Plan declined sharply - down 15.6% during 2023, from $3M to $3M. Reported net income was -$97K.
How have Sun Light & Power plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Light & Power's sponsor-wide assets grew 77.5%, from $3M to $5M.
Which ESOP plans are similar in size to Sun Light & Power Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY ($3M, 96 participants).
Which ESOP plans cover a similar participant headcount to Sun Light & Power Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Osb Community Bank Employee Stock Ownership Plan in IL (51 participants, $3M 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 942357077.

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.