401(k) · DOL Form 5500 · 2023

Sunrise Medical Management, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
44
Participants Small participant base
66th
Percentile by assets National rank
$317,576
Avg per participant High balance/head
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Official DOL plan name: Sunrise Medical Management, L.L.C. Retirement Plan · Sponsored by Sunrise Medical Management, LLC · Arizona · Healthcare & Social Assistance

$14M in assets, 44 participants

Sunrise Medical Management, LLC's Sunrise Medical Management, L.L.C. Retirement Plan reported $14M in total assets and 44 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.

  • #12,527 in Healthcare & Social Assistance (17,684 peers)

Sunrise Medical Management, LLC multi-year trail

Sunrise Medical Management, LLC's plans moved +14.4% in assets from 2022 to 2024; this filing shows Sunrise Medical Management, L.L.C. Retirement Plan at $14M / 44 participants.

#12,527
in Healthcare & Social Assistance (17,684 peers)
+17.7%
assets growth YoY

Sunrise Medical Management, L.L.C. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunrise Medical Management, L.L.C. Retirement Plan vs every filed plan by assets

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

$13,973,335 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

Sunrise Medical Management, L.L.C. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunrise Medical Management, L.L.C. Retirement Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunrise Medical Management, L.L.C. Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sunrise Medical Management, L.L.C. Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Sunrise Medical Management, L.L.C. Retirement Plan reported participants rose from 43 in the plan year 2022 filing to 44 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860842583 · Sunrise Medical Management, LLC PY 2023 · 401(k)

Sunrise Medical Management, L.L.C. Retirement Plan · $14M · 44 · 66th

  • BOOK $14M
  • BOOK 44
  • BOOK 66th
  • BOOK 401(k)
  • BOOK near Aegis 401(k) Plan
  • BOOK ind #12527

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 Management, L.L.C. Retirement Plan in the asset neighbourhood

Sunrise Medical Management, L.L.C. Retirement PlanSunrise Medical Management, …$14MAegis 401(k) Plan$14MCitizant, Inc. 401(k) Plan$14MKingery Printing Company 401(k) Retirement PlanKingery Printing Company 401…$14MVanta 401(k) Plan$14M
End-of-year total assets ($M) among Sunrise Medical Management, L.L.C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sunrise Medical Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$14M 14.440317762640529% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.9M $13.6M ▲ +14.5%
Year Plans Participants Total Assets
2022 1 43 $12M
2023 1 44 $14M
2024 1 33 $14M

Sunrise Medical Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN860842583
Plan Effective Date2005-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Sunrise Medical Management, L.L.C. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sunrise Medical Management, L.L.C. Retirement Plan, Total assets ($B): 0.013973335 · Participants: 44Sunrise Medical Management, L.L.C. Retirement 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 Management, L.L.C. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sunrise Medical Management, L.L.C. Retirement Plan side-by-side with 3 peers →

Sunrise Medical Management, L.L.C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Aegis 401(k) Plan in TX ($14M); by covered participants it is Victory Design Inc 401(k) Plan in CA (44 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 (44 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 Management, L.L.C. Retirement Plan assets move in 2023? ▼
Sunrise Medical Management, L.L.C. Retirement Plan grew sharply - up 17.7% during 2023, from $12M to $14M. Reported net income was $2M.
How have Sunrise Medical Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Medical Management, LLC's sponsor-wide assets grew 14.4%, from $12M to $14M.
Which 401(k) plans are similar in size to Sunrise Medical Management, L.L.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aegis 401(k) Plan in TX ($14M, 368 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Medical Management, L.L.C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Victory Design Inc 401(k) Plan in CA (44 participants, $2M 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 860842583.

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.