401(k) · DOL Form 5500 · 2023

Sundance Square Management, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
128
Participants Small participant base
40th
Percentile by assets National rank
$30,342
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sundance Square 401(k) Plan · Sponsored by Sundance Square Management, LLC · Texas · Professional & Technical Services

$4M in assets, 128 participants

Sundance Square Management, LLC's Sundance Square 401(k) Plan reported $4M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,529 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Sundance Square 401(k) Plan covers 128 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#7,529
in Professional & Technical Services (20,321 peers)
+29.2%
assets growth YoY

Sundance Square 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sundance Square 401(k) Plan vs every filed plan by assets

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

$3,883,820 40th percentile higher than 40% 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

Sundance Square 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. Sundance Square 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sundance Square 401(k) Plan reported net income rose from -$293K in the plan year 2022 filing to $878K in the plan year 2023 filing.
  • Sundance Square 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sundance Square 401(k) Plan reported participants rose from 121 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 320635048 · Sundance Square Management, LLC PY 2023 · 401(k)

Sundance Square 401(k) Plan · $4M · 128 · 40th

  • TYPE $4M
  • NET 128
  • BOOK 40th
  • VS-ST 401(k)
  • BOY near Paycargo LLC 401(k) Profit Sharing Plan Trust
  • SCH ind #7529

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 Professional & Technical Services retirement plans → · Plans in Texas →

Sundance Square 401(k) Plan in the asset neighbourhood

Sundance Square 401(k) Plan$4MPaycargo LLC 401(k) Profit Sharing Plan TrustPaycargo LLC 401(k) Profit S…$4MTurningpoint Healthcare Solutions, LLC 401(k) PlanTurningpoint Healthcare Solu…$4MContemporary Staffing Solutions, Inc. Retirement Savings PlanContemporary Staffing Soluti…$4MDooge Veneers, Inc. Profit-Sharing PlanDooge Veneers, Inc. Profit-S…$4M
End-of-year total assets ($M) among Sundance Square 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$878K
Employer EIN320635048
Plan Effective Date2020-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sundance Square Management, LLC)

Sponsor-wide plan assets over time

All Sundance Square Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 59.993352028396615% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $3.01M $4.81M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 121 $3M
2023 1 128 $4M
2024 1 121 $5M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sundance Square 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sundance Square 401(k) Plan, Total assets ($B): 0.00388382 · Participants: 128Sundance Square 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sundance Square 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sundance Square 401(k) Plan side-by-side with 3 peers →

Sundance Square 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Paycargo LLC 401(k) Profit Sharing Plan Trust in FL ($4M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Sundance Square 401(k) Plan assets move in 2023? ▼
Sundance Square 401(k) Plan grew sharply - up 29.2% during 2023, from $3M to $4M. Reported net income was $878K.
How have Sundance Square Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sundance Square Management, LLC's sponsor-wide assets grew 60.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Sundance Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Paycargo LLC 401(k) Profit Sharing Plan Trust in FL ($4M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Sundance Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A 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 320635048.

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.