401(k) · DOL Form 5500 · 2023
Sun Capital Advisors, LP 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $184,859
- Avg per participant Above avg balance/head
Official DOL plan name: Sun Capital Advisors, LP 401(k) Plan · Sponsored by Sun Capital Advisors, LP · Florida · Finance & Insurance
$18M in assets, 98 participants
Sun Capital Advisors, LP's Sun Capital Advisors, LP 401(k) Plan reported $18M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #5,045 in Finance & Insurance (8,869 peers)
2023 asset change
Sun Capital Advisors, LP 401(k) Plan grew at a solid clip 9.0% in 2023 ($17M → $18M) for 98 participants.
- #5,045
- in Finance & Insurance (8,869 peers)
- +9.0%
- assets growth YoY
Sun Capital Advisors, LP 401(k) Plan's outsized position by total assets
Sun Capital Advisors, LP 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,116,138 Top 29% higher than 71% 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
Sun Capital Advisors, LP 401(k) 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 Capital Advisors, LP 401(k) Plan is a small filing (98 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sun Capital Advisors, LP 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Sun Capital Advisors, LP 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Sun Capital Advisors, LP 401(k) Plan reported participants fell from 104 in the plan year 2022 filing to 98 in the plan year 2023 filing.
DOL schedule card
Filing strip 650624186 · Sun Capital Advisors, LP PY 2023 · 401(k)
Sun Capital Advisors, LP 401(k) Plan · $18M · 98 · 71st
- ASSETS $18M
- ASSETS 98
- ASSETS 71st
- ASSETS 401(k)
- ASSETS near Percheron, LLC 401(k) Profit Sharing Plan
- ASSETS ind #5045
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 Finance & Insurance retirement plans → · Plans in Florida →
Sun Capital Advisors, LP 401(k) Plan in the asset neighbourhood
Sun Capital Advisors, LP years around the 2023 move
Sponsor-wide plan assets over time
All Sun Capital Advisors, LP plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 6.774330934157915% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 104 | $17M |
| 2023 | 1 | 98 | $18M |
| 2024 | 1 | 77 | $18M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $1M |
| Employer EIN | 650624186 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Sun Capital Advisors, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Percheron, LLC 401(k) Profit Sharing Plan in TX ($18M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Percheron, LLC 401(k) Profit Sharing Plan (TX) $18M · 984
- Jva, Inc. Profit-Sharing Plan and Trust (CO) $18M · 134
- Dynasplint Systems Inc. 401(k) Plan (MD) $18M · 259
- Maritime Applied Physics Corporation 401(k) Plan (MD) $18M · 61
Similar participant headcount
Nearest other-state filings by covered participants (98 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.