401(k) · DOL Form 5500 · 2023

Sugaright, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
217
Participants Below avg headcount
56th
Percentile by assets National rank
$40,585
Avg per participant Low balance/head
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Official DOL plan name: Sugaright, LLC 401(k) Plan · Sponsored by Sugaright, LLC · Pennsylvania · Manufacturing

$9M in assets, 217 participants

Sugaright, LLC's Sugaright, LLC 401(k) Plan reported $9M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,754 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Sugaright, LLC 401(k) Plan covers 217 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#7,754
in Manufacturing (18,722 peers)
+40.4%
assets growth YoY

Sugaright, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Sugaright, LLC 401(k) Plan vs every filed plan by assets

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

$8,806,925 Top 44% higher than 56% 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

Sugaright, LLC 401(k) 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. Sugaright, LLC 401(k) Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sugaright, LLC 401(k) Plan reported net income rose from -$433K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sugaright, LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Sugaright, LLC 401(k) Plan reported participants rose from 184 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 901028455 · Sugaright, LLC PY 2023 · 401(k)

Sugaright, LLC 401(k) Plan · $9M · 217 · 56th

  • SCH $9M
  • SCH 217
  • SCH 56th
  • SCH 401(k)
  • SCH near Elevate 401(k) Plan
  • SCH ind #7754

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Sugaright, LLC 401(k) Plan in the asset neighbourhood

Sugaright, LLC 401(k) Plan$9MElevate 401(k) Plan$9MDattilo Group 401(k) Profit Sharing PlanDattilo Group 401(k) Profit …$9MHometap Equity Partners 401(k) PlanHometap Equity Partners 401(…$9MCarcoustics USA, Inc 401(k) PlanCarcoustics USA, Inc 401(k) …$9M
End-of-year total assets ($M) among Sugaright, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN901028455
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sugaright, LLC)

Sponsor-wide plan assets over time

All Sugaright, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 86.46434143753154% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.27M $11.7M ▲ +86.6%
Year Plans Participants Total Assets
2022 1 184 $6M
2023 1 217 $9M
2024 1 266 $12M

Nearby 401(k) Plans in Pennsylvania

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

Sugaright, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Sugaright, LLC 401(k) Plan, Total assets ($B): 0.008806925 · Participants: 217Sugaright, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Sugaright, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sugaright, LLC 401(k) Plan side-by-side with 3 peers →

Sugaright, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Elevate 401(k) Plan in KS ($9M); by covered participants it is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Sugaright, LLC 401(k) Plan assets move in 2023? ▼
Sugaright, LLC 401(k) Plan surged - up 40.4% during 2023, from $6M to $9M. Reported net income was $3M.
How have Sugaright, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sugaright, LLC's sponsor-wide assets grew 86.5%, from $6M to $12M.
Which 401(k) plans are similar in size to Sugaright, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elevate 401(k) Plan in KS ($9M, 733 participants).
Which 401(k) plans cover a similar participant headcount to Sugaright, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL (217 participants, $12M 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 901028455.

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.