401(k) · DOL Form 5500 · 2023

Sutherlin Management, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
590
Participants Below avg headcount
47th
Percentile by assets National rank
$9,650
Avg per participant Low balance/head
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Official DOL plan name: Sutherlin Management, Inc. 401(k) Plan · Sponsored by Sutherlin Management, Inc. · Alabama · Wholesale Trade

$6M in assets, 590 participants

Sutherlin Management, Inc.'s Sutherlin Management, Inc. 401(k) Plan reported $6M in total assets and 590 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,284 in Wholesale Trade (6,309 peers)

Sutherlin Management, Inc. multi-year trail

Sutherlin Management, Inc.'s plans moved -25.2% in assets from 2022 to 2023; this filing shows Sutherlin Management, Inc. 401(k) Plan at $6M / 590 participants.

#2,284
in Wholesale Trade (6,309 peers)
-25.2%
assets change YoY

The plan reported a net loss of $527K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sutherlin Management, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Sutherlin Management, Inc. 401(k) Plan vs every filed plan by assets

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

$5,693,216 47th percentile higher than 47% 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

Sutherlin Management, Inc. 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. Sutherlin Management, Inc. 401(k) Plan sits mid-pack in the medium band (590 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sutherlin Management, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$527K in the plan year 2023 filing.
  • Sutherlin Management, Inc. 401(k) Plan reported participants rose from 439 in the plan year 2022 filing to 590 in the plan year 2023 filing.
  • Sutherlin Management, Inc. 401(k) Plan end-of-year assets fell from $8M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 582149495 · Sutherlin Management, Inc. PY 2023 · 401(k)

Sutherlin Management, Inc. 401(k) Plan · $6M · 590 · 47th

  • 5500 $6M
  • 5500 590
  • 5500 47th
  • 5500 401(k)
  • 5500 near Clipper Navigation, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #2284

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 Alabama →

Sutherlin Management, Inc. 401(k) Plan in the asset neighbourhood

Sutherlin Management, Inc. 401(k) PlanSutherlin Management, Inc. 4…$6MClipper Navigation, Inc. 401(k) Profit Sharing PlanClipper Navigation, Inc. 401…$6MCap1 401(k) Plan$6MMatthew Marks Gallery LLC 401(k) Employee Savings and Retirement PlanMatthew Marks Gallery LLC 40…$6MTruax Corporation Employees' Profit Sharing PlanTruax Corporation Employees'…$6M
End-of-year total assets ($M) among Sutherlin Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sutherlin Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sutherlin Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 25.173905254805845% vs 2022
2023 filing year
$5M$6M$7M$8M 20222023 $7.61M $5.69M ▼ -25.2%
Year Plans Participants Total Assets
2022 1 439 $8M
2023 1 590 $6M

Sutherlin Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$527K
Employer EIN582149495
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Sutherlin Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Sutherlin Management, Inc. 401(k) Plan, Total assets ($B): 0.005693216 · Participants: 590Sutherlin Management, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Sutherlin Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Sutherlin Management, Inc. 401(k) Plan side-by-side with 3 peers →

Sutherlin Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Clipper Navigation, Inc. 401(k) Profit Sharing Plan in WA ($6M); by covered participants it is Intellia Tx, Inc. 401(k) Plan in MA (590 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (590 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 Sutherlin Management, Inc. 401(k) Plan assets move in 2023? ▼
Sutherlin Management, Inc. 401(k) Plan declined sharply - down 25.2% during 2023, from $8M to $6M. Reported net income was -$527K.
How have Sutherlin Management, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sutherlin Management, Inc.'s sponsor-wide assets declined 25.2%, from $8M to $6M.
Which 401(k) plans are similar in size to Sutherlin Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clipper Navigation, Inc. 401(k) Profit Sharing Plan in WA ($6M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Sutherlin Management, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intellia Tx, Inc. 401(k) Plan in MA (590 participants, $51M 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 582149495.

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.