401(k) · DOL Form 5500 · 2023

Sun Leasing Corp. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
19
Participants Small participant base
30th
Percentile by assets National rank
$101,439
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sun Leasing Corp. 401(k) Plan · Sponsored by Sun Leasing Corp. · Massachusetts · Transportation & Warehousing

$2M in assets, 19 participants

Sun Leasing Corp.'s Sun Leasing Corp. 401(k) Plan reported $2M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #996 in Transportation & Warehousing (3,362 peers)

Sun Leasing Corp. multi-year trail

Sun Leasing Corp.'s plans moved -13.3% in assets from 2022 to 2024; this filing shows Sun Leasing Corp. 401(k) Plan at $2M / 19 participants.

#996
in Transportation & Warehousing (3,362 peers)
-30.4%
assets change YoY

The plan reported a net loss of $841K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sun Leasing Corp. 401(k) Plan among the smaller filed plans by assets

Sun Leasing Corp. 401(k) Plan vs every filed plan by assets

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

$1,927,346 30th percentile higher than 30% 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 Leasing Corp. 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 Leasing Corp. 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Leasing Corp. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to -$841K in the plan year 2023 filing.
  • Sun Leasing Corp. 401(k) Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sun Leasing Corp. 401(k) Plan reported participants fell from 20 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042716700 · Sun Leasing Corp. PY 2023 · 401(k)

Sun Leasing Corp. 401(k) Plan · $2M · 19 · 30th

  • BOY $2M
  • SCH 19
  • EBSA 30th
  • PART 401(k)
  • TYPE near Royal Care 401(k) Plan
  • NET ind #996

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 Transportation & Warehousing retirement plans → · Plans in Massachusetts →

Sun Leasing Corp. 401(k) Plan in the asset neighbourhood

Sun Leasing Corp. 401(k) Plan$2MRoyal Care 401(k) Plan$2MThe Connection for Women and Families Retirement PlanThe Connection for Women and…$2MB & B Medical Services Inc 401(k) Profit Sharing Plan & TrustB & B Medical Services Inc 4…$2MMonument Academy Inc 401(k) Profit Sharing Plan & TrustMonument Academy Inc 401(k) …$2M
End-of-year total assets ($M) among Sun Leasing Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sun Leasing Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Sun Leasing Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 13.301687851364743% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.77M $2.4M ▼ -13.4%
Year Plans Participants Total Assets
2022 1 20 $3M
2023 1 19 $2M
2024 1 26 $2M

Sun Leasing Corp. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$841K
Employer EIN042716700
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sun Leasing Corp. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sun Leasing Corp. 401(k) Plan, Total assets ($B): 0.001927346 · Participants: 19Sun Leasing Corp. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Sun Leasing Corp. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sun Leasing Corp. 401(k) Plan side-by-side with 3 peers →

Sun Leasing Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Royal Care 401(k) Plan in NY ($2M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Leasing Corp. 401(k) Plan assets move in 2023? ▼
Sun Leasing Corp. 401(k) Plan contracted severely - down 30.4% during 2023, from $3M to $2M. Reported net income was -$841K.
How have Sun Leasing Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Leasing Corp.'s sponsor-wide assets declined 13.3%, from $3M to $2M.
Which 401(k) plans are similar in size to Sun Leasing Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Royal Care 401(k) Plan in NY ($2M, 4,260 participants).
Which 401(k) plans cover a similar participant headcount to Sun Leasing Corp. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 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 042716700.

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.