401(k) · DOL Form 5500 · 2023
Sunbelt Marketing Investment Corp. 401(k) Plan
Data updated 2026-08-25
- $101M
- Total assets Near avg plan size
- 201
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $503,860
- Avg per participant High balance/head
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.
- #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.
- #5,867
- in Wholesale Trade (6,309 peers)
- -13.3%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral 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. Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan sits mid-pack in the medium band (201 participants).
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.
Published 5500 schedule card
Filing strip 581259105 · Sunbelt Marketing Investment Corp. PY 2023 · 401(k)
Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan · $101M · 201 · 91st
- EBSA $101M
- PART 201
- TYPE 91st
- NET 401(k)
- BOOK near Farmer Bros. Co. 401(k) Plan
- VS-ST ind #5867
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 Wholesale Trade retirement plans → · Plans in Georgia →
Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $100M |
| Net Income | -$15M |
| Employer EIN | 581259105 |
| Plan Effective Date | 1977-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunbelt Marketing Investment Corp.)
Sponsor-wide plan assets over time
All Sunbelt Marketing Investment Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $106M 9.63451371688521% vs 2022
- 2024 filing year
| 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.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Sunbelt Marketing Investment Corp. Employee Stock Ownership and Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Farmer Bros. Co. 401(k) Plan in TX ($101M); by covered participants it is Paul USA 401(k) Plan in MA (201 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($101M here).
- Farmer Bros. Co. 401(k) Plan (TX) $101M · 1,142
- Pbk Architects, Inc. 401(k) Profit Sharing Plan & Trust (TX) $101M · 717
- The Anchin, Block & Anchin Savings Plan (NY) $101M · 454
- Ernest Health Inc. 401(k) Retirement Plan (TX) $101M · 4,481
Similar participant headcount
Nearest other-state filings by covered participants (201 participants); asset peers above are excluded.
- Paul USA 401(k) Plan (MA) 201 · 0 off
- Meadowland Farmers Coop 401(k) Plan (MN) 201 · 0 off
- US Fence 401(k) (K) Plan (CO) 201 · 0 off
- Slawson Companies, Inc. Tax Advantage Plan (KS) 201 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.