401(k) · DOL Form 5500 · 2023
Sts Operating, Inc. 401(k) Plan
Data updated 2026-08-11
- $151M
- Total assets
- 758
- Participants
- 94th
- Percentile by assets
- $199,157
- Avg per participant
Official DOL plan name: Sunsource Savings and Investment Plan · Sponsored by Sts Operating, Inc. · Illinois · Wholesale Trade
$151M in assets, 758 participants
Sts Operating, Inc.'s Sunsource Savings and Investment Plan reported $151M in total assets and 758 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #5,995 in Wholesale Trade (6,309 peers)
Where Sunsource Savings and Investment Plan sits by assets
Sunsource Savings and Investment Plan sits in the top 10% of all filed plans by assets, $151M for 758 participants (~$199,157/participant), up 23.7% in 2023.
- $151M
- total plan assets (2023 EOY)
- 758
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $199,157
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sunsource Savings and Investment Plan reported net income rose from -$29M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Sunsource Savings and Investment Plan end-of-year assets rose from $122M in the plan year 2022 filing to $151M in the plan year 2023 filing.
- Sunsource Savings and Investment Plan reported participants rose from 692 in the plan year 2022 filing to 758 in the plan year 2023 filing.
Sunsource Savings and Investment Plan vs the 2023 asset distribution
By assets, Sunsource Savings and Investment Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $122M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | $19M |
| Employer EIN | 223827595 |
| Plan Effective Date | 1987-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sts Operating, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 692 | $122M |
| 2023 | 1 | 758 | $151M |
| 2024 | 1 | 1,088 | $168M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sunsource Savings and Investment Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sunsource Savings and Investment Plan by total assets, not by location.
- Brp US Inc. 401(k) Savings Plan (WI) $151M · 1,923
- Careoregon, Inc. 401(k) Plan (OR) $151M · 1,227
- Ricoh Electronics, Inc. Employees' Savings and Retirement Plan (GA) $151M · 611
- Pathward, National Association 401(k) Plan (SD) $151M · 1,195
Frequently Asked Questions
How did Sunsource Savings and Investment Plan assets move in 2023? ▼
How have Sts Operating, Inc. plan assets changed over time? ▼
Where does Sunsource Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sunsource Savings and Investment Plan? ▼
Next read for Sunsource Savings and Investment Plan
Scale reading
Ways to act on Sunsource Savings and Investment Plan's numbers.
- By total assets, Sunsource Savings and Investment Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
- Sts Operating, Inc.'s sponsor-wide assets have grown 37.3% since 2022 across 3 plan years on file. More Wholesale Trade plans