Other · DOL Form 5500 · 2023

Sunset Home Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
190
Participants Below avg headcount
39th
Percentile by assets National rank
$19,933
Avg per participant Low balance/head
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Official DOL plan name: Sunset Home 403(b) Retirement Savings Plan · Sponsored by Sunset Home · Illinois · Healthcare & Social Assistance

$4M in assets, 190 participants

Sunset Home's Sunset Home 403(b) Retirement Savings Plan reported $4M in total assets and 190 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.

  • #7,365 in Healthcare & Social Assistance (17,684 peers)

Coverage in Illinois

Sunset Home 403(b) Retirement Savings Plan covers 190 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#7,365
in Healthcare & Social Assistance (17,684 peers)
+23.1%
assets growth YoY

Sunset Home 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunset Home 403(b) Retirement Savings Plan vs every filed plan by assets

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

$3,787,178 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

Sunset Home 403(b) Retirement Savings 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. Sunset Home 403(b) Retirement Savings Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunset Home 403(b) Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $710K in the plan year 2023 filing.
  • Sunset Home 403(b) Retirement Savings Plan reported participants rose from 143 in the plan year 2022 filing to 190 in the plan year 2023 filing.
  • Sunset Home 403(b) Retirement Savings 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 →

Form 5500 schedule snapshot

Filing strip 370661224 · Sunset Home PY 2023 · Other

Sunset Home 403(b) Retirement Savings Plan · $4M · 190 · 39th

  • TYPE $4M
  • NET 190
  • BOOK 39th
  • VS-ST Other
  • BOY near Presbyterian Manors of Mid-America, Inc. Tax-Sheltered Annuity Plan
  • SCH ind #7365

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 Illinois →

Sunset Home 403(b) Retirement Savings Plan in the asset neighbourhood

Sunset Home 403(b) Retirement Savings PlanSunset Home 403(b) Retiremen…$4MPresbyterian Manors of Mid-America, Inc. Tax-Sheltered Annuity PlanPresbyterian Manors of Mid-A…$4MSangre De Cristo Hospice & Palliative Care 403(b) Retirement PlanSangre De Cristo Hospice & P…$4MMaharishi International University 403(b) DC PlanMaharishi International Univ…$4MFrederiksted Health Care Inc 403(b) Retirement PlanFrederiksted Health Care Inc…$4M
End-of-year total assets ($M) among Sunset Home 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$710K
Employer EIN370661224
Plan Effective Date2003-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunset Home)

Sponsor-wide plan assets over time

All Sunset Home plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.538876179103855% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.08M $3.89M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 143 $3M
2023 1 190 $4M
2024 1 179 $4M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Sunset Home 403(b) Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Sunset Home 403(b) Retirement Savings Plan, Total assets ($B): 0.003787178 · Participants: 190Sunset Home 403(b) Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 4.022176874 · Participants: 9440Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.494522229 · Participants: 4796The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.005336202 · Participants: 13705Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.734364044 · Participants: 8254The University of Chicago Supplemental Retirement PlanArgonne National Laboratory 403(b) Employee Retirement Plan, Total assets ($B): 1.577078821 · Participants: 3798Argonne National Laboratory 403(b) Employee Retirement Plan
Sunset Home 403(b) Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants

Sunset Home 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Presbyterian Manors of Mid-America, Inc. Tax-Sheltered Annuity Plan in KS ($4M); by covered participants it is The Winston Preparatory School 403(b) DC Plan in NY (190 participants). Same-state nearby plans are listed separately above.

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 Sunset Home 403(b) Retirement Savings Plan assets move in 2023?
Sunset Home 403(b) Retirement Savings Plan grew sharply - up 23.1% during 2023, from $3M to $4M. Reported net income was $710K.
How have Sunset Home plan assets changed over time?
Across 3 plan years on file (2022-2024), Sunset Home's sponsor-wide assets grew 26.5%, from $3M to $4M.
Which Other plans are similar in size to Sunset Home 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Presbyterian Manors of Mid-America, Inc. Tax-Sheltered Annuity Plan in KS ($4M, 148 participants).
Which Other plans cover a similar participant headcount to Sunset Home 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is The Winston Preparatory School 403(b) DC Plan in NY (190 participants, $34M in assets).