401(k) · DOL Form 5500 · 2023

Sts Operating, Inc. 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
758
Participants Near avg headcount
94th
Percentile by assets National rank
$199,157
Avg per participant Above avg balance/head
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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.

  • #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.

#5,995
in Wholesale Trade (6,309 peers)
+23.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Sunsource Savings and Investment Plan's outsized position by total assets

Sunsource Savings and Investment Plan vs every filed plan by assets

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

$150,960,999 Top 6% higher than 94% 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

Sunsource Savings and Investment 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. Sunsource Savings and Investment Plan sits mid-pack in the medium band (758 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 223827595 · Sts Operating, Inc. PY 2023 · 401(k)

Sunsource Savings and Investment Plan · $151M · 758 · 94th

  • BOY $151M
  • BOY 758
  • BOY 94th
  • BOY 401(k)
  • BOY near Brp US Inc. 401(k) Savings Plan
  • BOY ind #5995

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 Illinois →

Sunsource Savings and Investment Plan in the asset neighbourhood

Sunsource Savings and Investment PlanSunsource Savings and Invest…$151MBrp US Inc. 401(k) Savings PlanBrp US Inc. 401(k) Savings P…$151MCareoregon, Inc. 401(k) Plan$151MRicoh Electronics, Inc. Employees' Savings and Retirement PlanRicoh Electronics, Inc. Empl…$151MPathward, National Association 401(k) PlanPathward, National Associati…$151M
End-of-year total assets ($M) among Sunsource Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$151M
Net Income$19M
Employer EIN223827595
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sts Operating, Inc.)

Sponsor-wide plan assets over time

All Sts Operating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$168M 37.290720710972536% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $122M $168M ▲ +37.3%
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 Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sunsource Savings and Investment Plan, Total assets ($B): 0.150960999 · Participants: 758Sunsource Savings and Investment PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Sunsource Savings and Investment Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sunsource Savings and Investment Plan side-by-side with 3 peers →

Sunsource Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Brp US Inc. 401(k) Savings Plan in WI ($151M); by covered participants it is Alliantgroup LP 401(k) Plan in TX (758 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (758 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 Sunsource Savings and Investment Plan assets move in 2023? ▼
Sunsource Savings and Investment Plan grew sharply - up 23.7% during 2023, from $122M to $151M. Reported net income was $19M.
How have Sts Operating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sts Operating, Inc.'s sponsor-wide assets grew 37.3%, from $122M to $168M.
Where does Sunsource Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Sunsource Savings and Investment Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sunsource Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brp US Inc. 401(k) Savings Plan in WI ($151M, 1,923 participants).
Which 401(k) plans cover a similar participant headcount to Sunsource Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alliantgroup LP 401(k) Plan in TX (758 participants, $32M 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 223827595.

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.