401(k) · DOL Form 5500 · 2023

Sunset Oaks, Inc. 401(k) Plan

Data updated 2026-08-25

$127K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$63,409
Avg per participant Low balance/head
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Official DOL plan name: Sunset Oaks, Inc. 401(k) Profit Sharing Plan · Sponsored by Sunset Oaks, Inc. · Texas · Other Services

$127K in assets, 2 participants

Sunset Oaks, Inc.'s Sunset Oaks, Inc. 401(k) Profit Sharing Plan reported $127K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,285 in Other Services (7,857 peers)

Sunset Oaks, Inc. multi-year trail

Sunset Oaks, Inc.'s plans moved +178.8% in assets from 2022 to 2024; this filing shows Sunset Oaks, Inc. 401(k) Profit Sharing Plan at $127K / 2 participants.

#1,285
in Other Services (7,857 peers)
+68.1%
assets growth YoY

Sunset Oaks, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sunset Oaks, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$126,817 8th percentile higher than 8% 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

Sunset Oaks, Inc. 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. Sunset Oaks, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunset Oaks, Inc. 401(k) Profit Sharing Plan reported net income rose from -$33K in the plan year 2022 filing to $51K in the plan year 2023 filing.
  • Sunset Oaks, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $75K in the plan year 2022 filing to $127K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 844696173 · Sunset Oaks, Inc. PY 2023 · 401(k)

Sunset Oaks, Inc. 401(k) Profit Sharing Plan · $127K · 2 · 8th

  • TYPE $127K
  • TYPE 2
  • TYPE 8th
  • TYPE 401(k)
  • TYPE near Market Quest Business Services, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #1285

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 Other Services retirement plans → · Plans in Texas →

Sunset Oaks, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sunset Oaks, Inc. 401(k) Profit Sharing PlanSunset Oaks, Inc. 401(k) Pro…$127KMarket Quest Business Services, Inc. 401(k) Profit Sharing PlanMarket Quest Business Servic…$127K429 Laundry Corporation 401(k) Plan429 Laundry Corporation 401(…$127KVk Group Inc. 401(k) Plan$127KKnighten Enterprises, Inc 401(k) Profit Sharing PlanKnighten Enterprises, Inc 40…$127K
End-of-year total assets ($M) among Sunset Oaks, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sunset Oaks, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sunset Oaks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$210K 178.81185232302352% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M 202220232024 $0.08M $0.21M ▲ +162.5%
Year Plans Participants Total Assets
2022 1 2 $75K
2023 1 2 $127K
2024 1 3 $210K

Sunset Oaks, Inc. filing trail (2023)

Total Assets (Beginning of Year)$75K
Net Assets (End of Year)$127K
Net Income$51K
Employer EIN844696173
Plan Effective Date2020-03-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sunset Oaks, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sunset Oaks, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000126817 · Participants: 2Sunset Oaks, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sunset Oaks, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sunset Oaks, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sunset Oaks, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Market Quest Business Services, Inc. 401(k) Profit Sharing Plan in FL ($127K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sunset Oaks, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Sunset Oaks, Inc. 401(k) Profit Sharing Plan surged - up 68.1% during 2023, from $75K to $127K. Reported net income was $51K.
How have Sunset Oaks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunset Oaks, Inc.'s sponsor-wide assets grew 178.8%, from $75K to $210K.
Where does Sunset Oaks, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sunset Oaks, Inc. 401(k) Profit Sharing Plan ranks in the 8th 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 Sunset Oaks, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Market Quest Business Services, Inc. 401(k) Profit Sharing Plan in FL ($127K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Sunset Oaks, Inc. 401(k) Profit Sharing Plan? ▼
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 844696173.

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.