401(k) · DOL Form 5500 · 2023

The Sunshine House 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
738
Participants Near avg headcount
39th
Percentile by assets National rank
$4,983
Avg per participant Low balance/head
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Official DOL plan name: The Sunshine House 401(k) Profit Sharing Plan · Sponsored by The Sunshine House · South Carolina · Healthcare & Social Assistance

$4M in assets, 738 participants

The Sunshine House's The Sunshine House 401(k) Profit Sharing Plan reported $4M in total assets and 738 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,241 in Healthcare & Social Assistance (17,684 peers)

Coverage in South Carolina

The Sunshine House 401(k) Profit Sharing Plan covers 738 participants in South Carolina, 2.0x the typical South Carolina plan (state average ~369 per filing). Assets: $4M.

#7,241
in Healthcare & Social Assistance (17,684 peers)
+21.6%
assets growth YoY

The Sunshine House 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Sunshine House 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,677,429 39th percentile higher than 39% 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

The Sunshine House 401(k) 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. The Sunshine House 401(k) Profit Sharing Plan sits mid-pack in the medium band (738 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sunshine House 401(k) Profit Sharing Plan reported net income rose from -$490K in the plan year 2022 filing to $652K in the plan year 2023 filing.
  • The Sunshine House 401(k) Profit Sharing Plan reported participants fell from 1,031 in the plan year 2022 filing to 738 in the plan year 2023 filing.
  • The Sunshine House 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 571000178 · The Sunshine House PY 2023 · 401(k)

The Sunshine House 401(k) Profit Sharing Plan · $4M · 738 · 39th

  • EIN $4M
  • EIN 738
  • EIN 39th
  • EIN 401(k)
  • EIN near Dti Investments Inc 401(k) Profit Sharing Plan & Trust
  • EIN ind #7241

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 South Carolina →

The Sunshine House 401(k) Profit Sharing Plan in the asset neighbourhood

The Sunshine House 401(k) Profit Sharing PlanThe Sunshine House 401(k) Pr…$4MDti Investments Inc 401(k) Profit Sharing Plan & TrustDti Investments Inc 401(k) P…$4MFlagler Dental Associates 401(k) PlanFlagler Dental Associates 40…$4MAaction Rents Profit Sharing PlanAaction Rents Profit Sharing…$4MSt. Luke Home Health Retirement Savings PlanSt. Luke Home Health Retirem…$4M
End-of-year total assets ($M) among The Sunshine House 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$652K
Employer EIN571000178
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sunshine House)

Sponsor-wide plan assets over time

All The Sunshine House plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.044878768255995% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.03M $3.9M ▲ +28.7%
Year Plans Participants Total Assets
2022 2 1,031 $3M
2023 1 738 $4M
2024 1 1,158 $4M

Nearby 401(k) Plans in South Carolina

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

The Sunshine House 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -1012345 Total assets ($B) Participants The Sunshine House 401(k) Profit Sharing Plan, Total assets ($B): 0.003677429 · Participants: 738The Sunshine House 401(k) Profit Sharing PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
The Sunshine House 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare The Sunshine House 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Sunshine House 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Dti Investments Inc 401(k) Profit Sharing Plan & Trust in CA ($4M); by covered participants it is B1bank Employee Retirement Plan and Trust in LA (738 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (738 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 The Sunshine House 401(k) Profit Sharing Plan assets move in 2023? ▼
The Sunshine House 401(k) Profit Sharing Plan grew sharply - up 21.6% during 2023, from $3M to $4M. Reported net income was $652K.
How have The Sunshine House plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sunshine House's sponsor-wide assets grew 29.0%, from $3M to $4M.
Which 401(k) plans are similar in size to The Sunshine House 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dti Investments Inc 401(k) Profit Sharing Plan & Trust in CA ($4M, 204 participants).
Which 401(k) plans cover a similar participant headcount to The Sunshine House 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is B1bank Employee Retirement Plan and Trust in LA (738 participants, $62M 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 571000178.

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.