401(k) · DOL Form 5500 · 2023

Sunrise Medical Associates, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
30th
Percentile by assets National rank
$317,341
Avg per participant High balance/head
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Official DOL plan name: Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan · Sponsored by Sunrise Medical Associates, LLC · Arizona · Healthcare & Social Assistance

$2M in assets, 6 participants

Sunrise Medical Associates, LLC's Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 6 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.

  • #5,013 in Healthcare & Social Assistance (17,684 peers)

Sunrise Medical Associates, LLC multi-year trail

Sunrise Medical Associates, LLC's plans moved +42.4% in assets from 2022 to 2024; this filing shows Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan at $2M / 6 participants.

#5,013
in Healthcare & Social Assistance (17,684 peers)
+11.2%
assets growth YoY

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,904,047 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

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan reported net income rose from -$22K in the plan year 2022 filing to $192K in the plan year 2023 filing.
  • Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 465267258 · Sunrise Medical Associates, LLC PY 2023 · 401(k)

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan · $2M · 6 · 30th

  • EIN $2M
  • RANK 6
  • PHOTO 30th
  • IND 401(k)
  • EOY near Aarthun Performance Group, Ltd. 401(k) Plan
  • 5500 ind #5013

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Sunrise Medical Associates, LLC 401(k) Profit Sharing PlanSunrise Medical Associates, …$2MAarthun Performance Group, Ltd. 401(k) PlanAarthun Performance Group, L…$2MNew York Center for Rehabilitation and Nursing Employee Retirement PlanNew York Center for Rehabili…$2MTaller, LLC 401(k) Plan$2MCommercial Driver Services Inc 401(k) Profit Sharing Plan & TrustCommercial Driver Services I…$2M
End-of-year total assets ($M) among Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sunrise Medical Associates, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sunrise Medical Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.440133966765266% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.71M $2.44M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 6 $2M
2024 1 6 $2M

Sunrise Medical Associates, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$192K
Employer EIN465267258
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001904047 · Participants: 6Sunrise Medical Associates, LLC 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Aarthun Performance Group, Ltd. 401(k) Plan in TX ($2M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 11.2% during 2023, from $2M to $2M. Reported net income was $192K.
How have Sunrise Medical Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Medical Associates, LLC's sponsor-wide assets grew 42.4%, from $2M to $2M.
Which 401(k) plans are similar in size to Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aarthun Performance Group, Ltd. 401(k) Plan in TX ($2M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 465267258.

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.