401(k) · DOL Form 5500 · 2023

Sun America LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
144
Participants Small participant base
28th
Percentile by assets National rank
$10,956
Avg per participant Low balance/head
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Official DOL plan name: Sun America LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Sun America LLC · Ohio · Manufacturing

$2M in assets, 144 participants

Sun America LLC's Sun America LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,449 in Manufacturing (18,722 peers)

Coverage in Ohio

Sun America LLC 401(k) Profit Sharing Plan & Trust covers 144 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#2,449
in Manufacturing (18,722 peers)
+16.2%
assets growth YoY

Sun America LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Sun America LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,577,695 28th percentile higher than 28% 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 America LLC 401(k) Profit Sharing Plan & Trust 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. Sun America LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun America LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$17K in the plan year 2022 filing to $220K in the plan year 2023 filing.
  • Sun America LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 117 in the plan year 2022 filing to 144 in the plan year 2023 filing.
  • Sun America LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472960116 · Sun America LLC PY 2023 · 401(k)

Sun America LLC 401(k) Profit Sharing Plan & Trust · $2M · 144 · 28th

  • VS-ST $2M
  • BOY 144
  • SCH 28th
  • EBSA 401(k)
  • PART near Reynolds Graphic Arts Corporation Employee Stock Ownership Plan
  • TYPE ind #2449

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 Manufacturing retirement plans → · Plans in Ohio →

Sun America LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sun America LLC 401(k) Profit Sharing Plan & TrustSun America LLC 401(k) Profi…$2MReynolds Graphic Arts Corporation Employee Stock Ownership PlanReynolds Graphic Arts Corpor…$2MTwin Cities Tax 401(k) Plan$2MOrmond Corporation 401(k) PlanOrmond Corporation 401(k) Pl…$2MHome Star Care, Inc. 401(k) PlanHome Star Care, Inc. 401(k) …$2M
End-of-year total assets ($M) among Sun America LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$220K
Employer EIN472960116
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun America LLC)

Sponsor-wide plan assets over time

All Sun America LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 51.370782611001175% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.36M $2.06M ▲ +51.5%
Year Plans Participants Total Assets
2022 1 117 $1M
2023 1 144 $2M
2024 1 103 $2M

Nearby 401(k) Plans in Ohio

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

Sun America LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Sun America LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001577695 · Participants: 144Sun America LLC 401(k) Profit Sharing Plan & TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Sun America LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sun America LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Sun America LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Reynolds Graphic Arts Corporation Employee Stock Ownership Plan in CA ($2M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 America LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Sun America LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 16.2% during 2023, from $1M to $2M. Reported net income was $220K.
How have Sun America LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun America LLC's sponsor-wide assets grew 51.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Sun America LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Reynolds Graphic Arts Corporation Employee Stock Ownership Plan in CA ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Sun America LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eagle Granite 401(k) Plan in GA (144 participants, N/A 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 472960116.

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.