401(k) · DOL Form 5500 · 2023

Sunbelt Marketing Investment Corp. 401(k) Plan

Data updated 2026-08-11

$101M
Total assets
201
Participants
91st
Percentile by assets
$503,860
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan · Sponsored by Sunbelt Marketing Investment Corp. · Georgia · Wholesale Trade

$101M in assets, 201 participants

Sunbelt Marketing Investment Corp.'s Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan reported $101M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #5,867 in Wholesale Trade (6,309 peers)

Coverage in Georgia

Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan covers 201 participants in Georgia, about 18% of the average Georgia filer (state average ~1,096 per filing). Assets: $101M.

$101M
total plan assets (2023 EOY)
201
covered participants
91st
percentile by assets (of 127,072 plans)
$503,860
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan sits by total assets

Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan vs every filed plan by assets

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

$101,275,951 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan reported net income fell from $17M in the plan year 2022 filing to -$15M in the plan year 2023 filing.
  • Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan end-of-year assets fell from $117M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan reported participants rose from 189 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Georgia
Industry
Wholesale Trade

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan reports 201 participants - about 18% of that state average ($101M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$100M
Net Income-$15M
Employer EIN581259105
Plan Effective Date1977-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunbelt Marketing Investment Corp.)

$95M$100M$105M$110M$115M$120M 202220232024 $117M $106M ▼ -9.6%
Total plan assets by year, all Sunbelt Marketing Investment Corp. plans on file
Year Plans Participants Total Assets
2022 1 189 $117M
2023 1 201 $101M
2024 2 433 $106M

Nearby 401(k) Plans in Georgia

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

Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Sunbelt Marketing In…, Total assets ($B): 0.101275951 · Participants: 201Sunbelt Marketing In…The Teamster - UPS N…, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS N…Delta 401(k) Retirem…, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirem…Delta 401(k) Retirem…, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirem…UPS 401(k) Savings P…, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings P…The Home Depot Futur…, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futur…
Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Sunbelt Marketing Investment Corp. Emplo… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan by total assets, not by location.

Frequently Asked Questions

How did Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan assets move in 2023? ▼
Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan pulled back noticeably - down 13.3% during 2023, from $117M to $101M. Reported net income was -$15M.
How have Sunbelt Marketing Investment Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunbelt Marketing Investment Corp.'s sponsor-wide assets declined 9.6%, from $117M to $106M.
Where does Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan rank by assets among Form 5500 filers? ▼
Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farmer Bros. Co. 401(k) Plan in TX ($101M, 1,142 participants).

Next read for Sunbelt Marketing Investment Corp. Emplo…

Filing takeaways

Ways to act on Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan's numbers.

  • By total assets, Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
  • Sunbelt Marketing Investment Corp.'s sponsor-wide assets have declined 9.6% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 581259105.

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.