401(k) · DOL Form 5500 · 2023

The Sugarflake Group, Inc. 401(k) Plan

Data updated 2026-08-25

$343K
Total assets Small plan by assets: 2
Participants Small participant base: 15th
Percentile by assets National rank: $171,517
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Sugarflake 401(k) · Sponsored by The Sugarflake Group, Inc. · Vermont · Food Services & Accommodation

$343K in assets, 2 participants

The Sugarflake Group, Inc.'s Sugarflake 401(k) reported $343K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

#1,505 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sugarflake 401(k) ranks #1,505 of 3,828 2023 filers by assets (5704% of the sector average)-$343K for 2 participants.

#1,505
in Food Services & Accommodation (3,828 peers): -0.2%
assets change YoY

The plan reported a net loss of $625 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sugarflake 401(k) among the smaller filed plans by assets

Sugarflake 401(k) vs every filed plan by assets

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

$343,034 15th percentile higher than 15% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sugarflake 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sugarflake 401(k) is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sugarflake 401(k) reported net income rose from -$478K in the plan year 2022 filing to -$625 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821026848 · The Sugarflake Group, Inc. PY 2023 · 401(k)

Sugarflake 401(k) · $343K · 2 · 15th

EBSA $343K
PART 2
TYPE 15th
NET 401(k)
BOOK near Amj Investments 401(k)
VS-ST ind #1505

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 Food Services & Accommodation retirement plans → · Plans in Vermont →

End-of-year total assets ($M) among Sugarflake 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$344K
Net Assets (End of Year)	$343K
Net Income	-$625
Employer EIN	821026848
Plan Effective Date	2017-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Sugarflake Group, Inc.)

Latest sponsor-wide plan assets: $242K 29.677092699449165% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$344K
2023	1	2	$343K
2024	1	2	$242K

Nearby 401(k) Plans in Vermont

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

Sugarflake 401(k) vs. nearby 401(k) plans in Vermont, assets vs. participants

The University of Vermont Medical Center 403(b) Plan $2.0B · 11,162
National Life Group 401(k) Plan $298M · 1,219
Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $220M · 519
Husky Retirement Savings $153M · 551
Incentive Retirement Plan for Employees of PC Construction Company $136M · 442

Compare Sugarflake 401(k) side-by-side with 3 peers →

Sugarflake 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Amj Investments 401(k) in CA ($343K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($343K here).

Amj Investments 401(k) (CA) $343K · 1
Tata Elxsi 401(k) Plan (CA) $343K · 121
Glampgrounds 401(k) (SC) $343K · 1
Jabez Real Estate Ventures, Inc. 401(k) Plan (OH) $343K · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Sugarflake 401(k) assets move in 2023? ▼

Sugarflake 401(k) held essentially flat - down 0.2% during 2023, from $344K to $343K. Reported net income was -$625.

How have The Sugarflake Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Sugarflake Group, Inc.'s sponsor-wide assets declined 29.7%, from $344K to $242K.

Where does Sugarflake 401(k) rank by assets among Form 5500 filers? ▼

Sugarflake 401(k) ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Sugarflake 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Amj Investments 401(k) in CA ($343K, 1 participant).

Which 401(k) plans cover a similar participant headcount to Sugarflake 401(k)? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 821026848.