401(k)
2023 plan-year 401(k) DOL Form 5500

Sun Capital Hotels 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sun Capital Hotels · New Mexico · Other Services

What the 2023 filing shows

Sun Capital Hotels 401(k) Profit Sharing Plan & Trust holds $735K for 220 participants — about $3,341 per participant, up 52.5% over the 2023 plan year.

$735K
total plan assets (2023 EOY)
220
covered participants
$3,341
avg assets per participant
+52.5%
assets growth YoY
Total Assets (2023)
$735K
Participants
220
State
Industry
Other Services

What the Filing Says About Sun Capital Hotels 401(k) Profit Sharing Plan & Trust

Sun Capital Hotels 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Sun Capital Hotels, headquartered in New Mexico. As of the 2023 Form 5500 filing, the plan reports $735K in total end-of-year assets and covers 220 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 472941338, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $482K at the beginning of 2023 to $735K at year-end — a gain of 52.5%. Net assets (after liabilities) closed the year at $735K, with reported net income of $253K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$482K
Total Assets (End of Year)$735K
Net Assets (End of Year)$735K
Net Income$253K
Plan Type401(k)
Employer EIN472941338
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Capital Hotels)

Year Plans Participants Total Assets
2022 1 208 $482K
2023 1 220 $735K
2024 1 289 $961K

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Frequently Asked Questions

How much money is in the Sun Capital Hotels 401(k) Profit Sharing Plan & Trust?
As of the 2023 Form 5500 filing, Sun Capital Hotels 401(k) Profit Sharing Plan & Trust holds $735K in total assets with 220 participants. It is sponsored by Sun Capital Hotels.
What type of plan is Sun Capital Hotels 401(k) Profit Sharing Plan & Trust?
Sun Capital Hotels 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 472941338.
Who sponsors the Sun Capital Hotels 401(k) Profit Sharing Plan & Trust?
Sun Capital Hotels 401(k) Profit Sharing Plan & Trust is sponsored by Sun Capital Hotels, located in New Mexico. The sponsor's EIN is 472941338 and the plan operates in the Other Services industry.
How did Sun Capital Hotels 401(k) Profit Sharing Plan & Trust perform in 2023?
Sun Capital Hotels 401(k) Profit Sharing Plan & Trust grew by 52.5% during 2023, moving from $482K to $735K in total assets. Net income was $253K.
Where can I find official filings for Sun Capital Hotels 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Sun Capital Hotels 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 472941338 or plan name at efast.dol.gov.
How does Sun Capital Hotels 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Sun Capital Hotels 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in New Mexico on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.