401(k) · DOL Form 5500 · 2023

Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
517
Participants Below avg headcount
68th
Percentile by assets National rank
$30,939
Avg per participant Low balance/head
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Official DOL plan name: Sunstar Insurance Group 401(k) Plan · Sponsored by Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC · Tennessee · Finance & Insurance

$16M in assets, 517 participants

Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC's Sunstar Insurance Group 401(k) Plan reported $16M in total assets and 517 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,788 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Sunstar Insurance Group 401(k) Plan covers 517 participants in Tennessee, about 46% of the average Tennessee filer (state average ~1,126 per filing). Assets: $16M.

#4,788
in Finance & Insurance (8,869 peers)
+43.9%
assets growth YoY

Sunstar Insurance Group 401(k) Plan's outsized position by total assets

Sunstar Insurance Group 401(k) Plan vs every filed plan by assets

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

$15,995,405 Top 32% higher than 68% 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

Sunstar Insurance Group 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. Sunstar Insurance Group 401(k) Plan sits mid-pack in the medium band (517 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunstar Insurance Group 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sunstar Insurance Group 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Sunstar Insurance Group 401(k) Plan reported participants rose from 465 in the plan year 2022 filing to 517 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 460800597 · Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC PY 2023 · 401(k)

Sunstar Insurance Group 401(k) Plan · $16M · 517 · 68th

  • ASSETS $16M
  • PCT 517
  • EIN 68th
  • RANK 401(k)
  • PHOTO near Simmons Rockwell Retirement Plan
  • IND ind #4788

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 Tennessee →

Sunstar Insurance Group 401(k) Plan in the asset neighbourhood

Sunstar Insurance Group 401(k) PlanSunstar Insurance Group 401(…$16MMidland Savings and Retirement PlanMidland Savings and Retireme…$16MSimmons Rockwell Retirement PlanSimmons Rockwell Retirement …$16MDynamic Air Inc. 401(k) Plan$16MSkyview Cooling Company 401(k) Profit Sharing PlanSkyview Cooling Company 401(…$16M
End-of-year total assets ($M) among Sunstar Insurance Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$16M
Net Income$5M
Employer EIN460800597
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC)

Sponsor-wide plan assets over time

All Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$26M 129.5990460060454% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $11.1M $25.5M ▲ +129.5%
Year Plans Participants Total Assets
2022 1 465 $11M
2023 1 517 $16M
2024 1 590 $26M

Nearby 401(k) Plans in Tennessee

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

Sunstar Insurance Group 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Sunstar Insurance Group 401(k) Plan, Total assets ($B): 0.015995405 · Participants: 517Sunstar Insurance Group 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Sunstar Insurance Group 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Sunstar Insurance Group 401(k) Plan side-by-side with 3 peers →

Sunstar Insurance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Simmons Rockwell Retirement Plan in NY ($16M); by covered participants it is Floqast 401(k) Plan in CA (517 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (517 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 Sunstar Insurance Group 401(k) Plan assets move in 2023? ▼
Sunstar Insurance Group 401(k) Plan surged - up 43.9% during 2023, from $11M to $16M. Reported net income was $5M.
How have Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunstar Insurance Group Dba Chapman-Sander Insurance, LLC's sponsor-wide assets grew 129.6%, from $11M to $26M.
Which 401(k) plans are similar in size to Sunstar Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Simmons Rockwell Retirement Plan in NY ($16M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Sunstar Insurance Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Floqast 401(k) Plan in CA (517 participants, $16M 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 460800597.

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.