ESOP · DOL Form 5500 · 2023

Sun Machinery Company, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
35th
Percentile by assets National rank
$106,766
Avg per participant Below avg balance/head
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Official DOL plan name: Sun Machinery Company, Inc ESOP · Sponsored by Sun Machinery Company, Inc. · South Carolina · Other Services

$3M in assets, 27 participants

Sun Machinery Company, Inc.'s Sun Machinery Company, Inc ESOP reported $3M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #4,646 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Sun Machinery Company, Inc ESOP ranks #4,646 of 7,857 2023 filers by assets (696% of the sector average)-$3M for 27 participants.

#4,646
in Other Services (7,857 peers)
+7.1%
assets growth YoY

Sun Machinery Company, Inc ESOP's mid-pack asset rank among Other Services and all filers

Sun Machinery Company, Inc ESOP vs every filed plan by assets

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

$2,882,674 35th percentile higher than 35% 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

Sun Machinery Company, Inc ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Machinery Company, Inc ESOP is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Machinery Company, Inc ESOP reported net income rose from $96K in the plan year 2022 filing to $191K in the plan year 2023 filing.
  • Sun Machinery Company, Inc ESOP end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sun Machinery Company, Inc ESOP reported participants fell from 29 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 570707460 · Sun Machinery Company, Inc. PY 2023 · ESOP

Sun Machinery Company, Inc ESOP · $3M · 27 · 35th

  • VS-ST $3M
  • BOY 27
  • SCH 35th
  • EBSA ESOP
  • PART near Wayne Bank Employee Stock Ownership Plan
  • TYPE ind #4646

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 What is an ESOP? → · Plans in South Carolina →

Sun Machinery Company, Inc ESOP in the asset neighbourhood

Norwalk Furniture, Inc. Employee Stock Ownership PlanNorwalk Furniture, Inc. Empl…$3MSun Machinery Company, Inc ESOPSun Machinery Company, Inc E…$3MWayne Bank Employee Stock Ownership PlanWayne Bank Employee Stock Ow…$3MSperry & Associates, Inc. Employee Stock Ownership PlanSperry & Associates, Inc. Em…$3MHeirloom Traditions Paint Employee Stock Ownership PlanHeirloom Traditions Paint Em…$3M
End-of-year total assets ($M) among Sun Machinery Company, Inc ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$191K
Employer EIN570707460
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Machinery Company, Inc.)

Sponsor-wide plan assets over time

All Sun Machinery Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 7.9884723141628715% vs 2022
2024 filing year
$2.6M$2.7M$2.8M$2.9M$3M 202220232024 $2.69M $2.91M ▲ +8.2%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 27 $3M
2024 1 30 $3M

Nearby ESOP Plans in South Carolina

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

Sun Machinery Company, Inc ESOP vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 -20020406080 Total assets ($M) Participants Sun Machinery Company, Inc ESOP, Total assets ($M): 2.882674 · Participants: 27Sun Machinery Company, Inc ESOPBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Sun Machinery Company, Inc ESOP vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Sun Machinery Company, Inc ESOP side-by-side with 3 peers →

Sun Machinery Company, Inc ESOP's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Wayne Bank Employee Stock Ownership Plan in PA ($3M); by covered participants it is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Sun Machinery Company, Inc ESOP assets move in 2023? ▼
Sun Machinery Company, Inc ESOP grew at a solid clip - up 7.1% during 2023, from $3M to $3M. Reported net income was $191K.
How have Sun Machinery Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Machinery Company, Inc.'s sponsor-wide assets grew 8.0%, from $3M to $3M.
Which ESOP plans are similar in size to Sun Machinery Company, Inc ESOP? ▼
Among ESOP plans in other states, the closest by assets is Wayne Bank Employee Stock Ownership Plan in PA ($3M, 49 participants).
Which ESOP plans cover a similar participant headcount to Sun Machinery Company, Inc ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants, $13M 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 570707460.

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.