401(k) · DOL Form 5500 · 2023

Sunshine, Sachs & Associates 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
247
Participants Below avg headcount
66th
Percentile by assets National rank
$57,217
Avg per participant Low balance/head
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Official DOL plan name: Sunshine, Sachs & Associates Profit Sharing Plan · Sponsored by Sunshine, Sachs & Associates · New York · Professional & Technical Services

$14M in assets, 247 participants

Sunshine, Sachs & Associates's Sunshine, Sachs & Associates Profit Sharing Plan reported $14M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,263 in Professional & Technical Services (20,321 peers)

Coverage in New York

Sunshine, Sachs & Associates Profit Sharing Plan covers 247 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $14M.

#13,263
in Professional & Technical Services (20,321 peers)
+29.4%
assets growth YoY

Sunshine, Sachs & Associates Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sunshine, Sachs & Associates Profit Sharing Plan vs every filed plan by assets

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

$14,132,553 Top 34% higher than 66% 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

Sunshine, Sachs & Associates Profit Sharing 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. Sunshine, Sachs & Associates Profit Sharing Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunshine, Sachs & Associates Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sunshine, Sachs & Associates Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Sunshine, Sachs & Associates Profit Sharing Plan reported participants rose from 230 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208847482 · Sunshine, Sachs & Associates PY 2023 · 401(k)

Sunshine, Sachs & Associates Profit Sharing Plan · $14M · 247 · 66th

  • PCT $14M
  • PCT 247
  • PCT 66th
  • PCT 401(k)
  • PCT near Jobsohio 401(k) Plan
  • PCT ind #13263

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 New York →

Sunshine, Sachs & Associates Profit Sharing Plan in the asset neighbourhood

Sunshine, Sachs & Associates Profit Sharing PlanSunshine, Sachs & Associates…$14MJobsohio 401(k) Plan$14MVanguard National Trailer, Inc. 401(k) Savings PlanVanguard National Trailer, I…$14MDatron World Communications, Inc. 401(k) PlanDatron World Communications,…$14MHoward Energy Tax Deferred Savings PlanHoward Energy Tax Deferred S…$14M
End-of-year total assets ($M) among Sunshine, Sachs & Associates Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN208847482
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunshine, Sachs & Associates)

Sponsor-wide plan assets over time

All Sunshine, Sachs & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$18M 67.51230176321076% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $10.9M $18.3M ▲ +67.5%
Year Plans Participants Total Assets
2022 1 230 $11M
2023 1 247 $14M
2024 1 199 $18M

Nearby 401(k) Plans in New York

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

Sunshine, Sachs & Associates Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sunshine, Sachs & Associates Profit Sharing Plan, Total assets ($B): 0.014132553 · Participants: 247Sunshine, Sachs & Associates Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sunshine, Sachs & Associates Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sunshine, Sachs & Associates Profit Sharing Plan side-by-side with 3 peers →

Sunshine, Sachs & Associates Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jobsohio 401(k) Plan in OH ($14M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Sunshine, Sachs & Associates Profit Sharing Plan assets move in 2023? ▼
Sunshine, Sachs & Associates Profit Sharing Plan grew sharply - up 29.4% during 2023, from $11M to $14M. Reported net income was $3M.
How have Sunshine, Sachs & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunshine, Sachs & Associates's sponsor-wide assets grew 67.5%, from $11M to $18M.
Which 401(k) plans are similar in size to Sunshine, Sachs & Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jobsohio 401(k) Plan in OH ($14M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Sunshine, Sachs & Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 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 208847482.

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.