401(k) · DOL Form 5500 · 2023

Sun Capital Hotels 401(k) Plan

Data updated 2026-08-25

$735K
Total assets Small plan by assets
220
Participants Below avg headcount
21st
Percentile by assets National rank
$3,341
Avg per participant Low balance/head
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Official DOL plan name: Sun Capital Hotels 401(k) Profit Sharing Plan & Trust · Sponsored by Sun Capital Hotels · New Mexico · Other Services

$735K in assets, 220 participants

Sun Capital Hotels's Sun Capital Hotels 401(k) Profit Sharing Plan & Trust reported $735K in total assets and 220 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,475 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Sun Capital Hotels 401(k) Profit Sharing Plan & Trust ranks #3,475 of 7,857 2023 filers by assets (2731% of the sector average)-$735K for 220 participants.

#3,475
in Other Services (7,857 peers)
+52.5%
assets growth YoY

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

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

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

$734,947 21st percentile higher than 21% 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 Capital Hotels 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 Capital Hotels 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (220 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Capital Hotels 401(k) Profit Sharing Plan & Trust reported net income rose from $32K in the plan year 2022 filing to $253K in the plan year 2023 filing.
  • Sun Capital Hotels 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $482K in the plan year 2022 filing to $735K in the plan year 2023 filing.
  • Sun Capital Hotels 401(k) Profit Sharing Plan & Trust reported participants rose from 208 in the plan year 2022 filing to 220 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 472941338 · Sun Capital Hotels PY 2023 · 401(k)

Sun Capital Hotels 401(k) Profit Sharing Plan & Trust · $735K · 220 · 21st

  • VS-ST $735K
  • VS-ST 220
  • VS-ST 21st
  • VS-ST 401(k)
  • VS-ST near Farrz, Inc. Profit Sharing Plan & Trust
  • VS-ST ind #3475

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 Other Services retirement plans → · Plans in New Mexico →

Sun Capital Hotels 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Designer Smiles, LLP Retirement PlanDesigner Smiles, LLP Retirem…$735KSun Capital Hotels 401(k) Profit Sharing Plan & TrustSun Capital Hotels 401(k) Pr…$735KFarrz, Inc. Profit Sharing Plan & TrustFarrz, Inc. Profit Sharing P…$735KNorthwest Career College, 401(k) PlanNorthwest Career College, 40…$735KActivus Connect LLC 401(k) Profit Sharing Plan & TrustActivus Connect LLC 401(k) P…$735K
End-of-year total assets ($M) among Sun Capital Hotels 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$482K
Net Assets (End of Year)$735K
Net Income$253K
Employer EIN472941338
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Capital Hotels)

Sponsor-wide plan assets over time

All Sun Capital Hotels plans reported in each filing year

Latest sponsor-wide plan assets
$961K 99.37803668712216% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.48M $0.96M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 208 $482K
2023 1 220 $735K
2024 1 289 $961K

Nearby 401(k) Plans in New Mexico

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

Sun Capital Hotels 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Sun Capital Hotels 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000734947 · Participants: 220Sun Capital Hotels 401(k) Profit Sharing Plan & TrustNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Sun Capital Hotels 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Sun Capital Hotels 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside New Mexico, the nearest 401(k) by assets is Farrz, Inc. Profit Sharing Plan & Trust in TX ($735K); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (220 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (220 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 Capital Hotels 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Sun Capital Hotels 401(k) Profit Sharing Plan & Trust surged - up 52.5% during 2023, from $482K to $735K. Reported net income was $253K.
How have Sun Capital Hotels plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Capital Hotels's sponsor-wide assets grew 99.4%, from $482K to $961K.
Where does Sun Capital Hotels 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Sun Capital Hotels 401(k) Profit Sharing Plan & Trust ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sun Capital Hotels 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Farrz, Inc. Profit Sharing Plan & Trust in TX ($735K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Sun Capital Hotels 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (220 participants, $1M 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 472941338.

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.