401(k) · DOL Form 5500 · 2023
Sunbelt Furniture Xpress, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 251
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $18,801
- Avg per participant Low balance/head
Official DOL plan name: Sunbelt Furniture Xpress, Inc. 401(k) Plan · Sponsored by Sunbelt Furniture Xpress, Inc. · North Carolina · Transportation & Warehousing
$5M in assets, 251 participants
Sunbelt Furniture Xpress, Inc.'s Sunbelt Furniture Xpress, Inc. 401(k) Plan reported $5M in total assets and 251 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,443 in Transportation & Warehousing (3,362 peers)
Coverage in North Carolina
Sunbelt Furniture Xpress, Inc. 401(k) Plan covers 251 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #1,443
- in Transportation & Warehousing (3,362 peers)
- +15.6%
- assets growth YoY
Sunbelt Furniture Xpress, Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Sunbelt Furniture Xpress, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,719,086 43rd percentile higher than 43% 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 Furniture Xpress, 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. Sunbelt Furniture Xpress, Inc. 401(k) Plan sits mid-pack in the medium band (251 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sunbelt Furniture Xpress, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $636K in the plan year 2023 filing.
- Sunbelt Furniture Xpress, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Sunbelt Furniture Xpress, Inc. 401(k) Plan reported participants fell from 261 in the plan year 2022 filing to 251 in the plan year 2023 filing.
DOL schedule card
Filing strip 560858955 · Sunbelt Furniture Xpress, Inc. PY 2023 · 401(k)
Sunbelt Furniture Xpress, Inc. 401(k) Plan · $5M · 251 · 43rd
- BOOK $5M
- VS-ST 251
- BOY 43rd
- SCH 401(k)
- EBSA near Brawner Builders 401(k) Plan
- PART ind #1443
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 Transportation & Warehousing retirement plans → · Plans in North Carolina →
Sunbelt Furniture Xpress, Inc. 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $636K |
| Employer EIN | 560858955 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunbelt Furniture Xpress, Inc.)
Sponsor-wide plan assets over time
All Sunbelt Furniture Xpress, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 31.055481720984666% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 261 | $4M |
| 2023 | 1 | 251 | $5M |
| 2024 | 1 | 223 | $5M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Sunbelt Furniture Xpress, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Brawner Builders 401(k) Plan in MD ($5M); by covered participants it is Drata Inc. 401(k) Plan in CA (251 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Brawner Builders 401(k) Plan (MD) $5M · 154
- Miller 401(k) Plan (AR) $5M · 263
- Simpson University 403b Plan (CA) $5M · 327
- Burns Bros., Inc. 401(k) Retirement Plan (OR) $5M · 4
Similar participant headcount
Nearest other-state filings by covered participants (251 participants); asset peers above are excluded.
- Drata Inc. 401(k) Plan (CA) 251 · 0 off
- Breville USA, Inc. 401(k) Retirement Plan (CA) 251 · 0 off
- Gravie, Inc. 401(k) Plan (MN) 251 · 0 off
- The Bazooka 401(k) Savings and Investment Plan (NY) 251 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.