Profit Sharing · DOL Form 5500 · 2023

Sunal Associates Inc. Profit Sharing Plan

Data updated 2026-08-25

$247K
Total assets Small plan by assets
4
Participants Small participant base
12th
Percentile by assets National rank
$61,671
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sunal Associates Inc. Retirement Plan · Sponsored by Sunal Associates Inc. · Colorado · Construction

$247K in assets, 4 participants

Sunal Associates Inc.'s Sunal Associates Inc. Retirement Plan reported $247K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,011 in Construction (9,030 peers)

What the 2023 filing shows

Sunal Associates Inc. Retirement Plan holds $247K for 4 participants - about $61,671 per participant, among the smaller plans by assets on file.

#1,011
in Construction (9,030 peers)
+4.1%
assets growth YoY

Sunal Associates Inc. Retirement Plan among the smaller filed plans by assets

Sunal Associates Inc. Retirement Plan vs every filed plan by assets

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

$246,683 12th percentile higher than 12% 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

Sunal Associates Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunal Associates Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunal Associates Inc. Retirement Plan reported net income fell from $25K in the plan year 2022 filing to $10K in the plan year 2023 filing.
  • Sunal Associates Inc. Retirement Plan end-of-year assets rose from $237K in the plan year 2022 filing to $247K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 810826249 · Sunal Associates Inc. PY 2023 · Profit Sharing

Sunal Associates Inc. Retirement Plan · $247K · 4 · 12th

  • RANK $247K
  • PHOTO 4
  • IND 12th
  • EOY Profit Sharing
  • 5500 near Maximo Solar Industries, Inc. Savings and Retirement Plan
  • ASSETS ind #1011

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 Construction retirement plans → · Plans in Colorado →

Sunal Associates Inc. Retirement Plan in the asset neighbourhood

Sunal Associates Inc. Retirement PlanSunal Associates Inc. Retire…$247KMaximo Solar Industries, Inc. Savings and Retirement PlanMaximo Solar Industries, Inc…$247KPoly Asphalt, Inc. Employees Profit Sharing PlanPoly Asphalt, Inc. Employees…$247KRgf Law Firm Retiremen Plan$246KRaven's Peak Inc. Retirement PlanRaven's Peak Inc. Retirement…$247K
End-of-year total assets ($M) among Sunal Associates Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$237K
Net Assets (End of Year)$247K
Net Income$10K
Employer EIN810826249
Plan Effective Date2015-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunal Associates Inc.)

Sponsor-wide plan assets over time

All Sunal Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$234K 1.3729745248207788% vs 2022
2024 filing year
$0.22M$0.23M$0.24M$0.25M$0.26M 202220232024 $0.24M $0.23M ▼ -4.2%
Year Plans Participants Total Assets
2022 1 4 $237K
2023 1 4 $247K
2024 1 4 $234K

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sunal Associates Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Sunal Associates Inc. Retirement Plan, Total assets ($M): 0.246683 · Participants: 4Sunal Associates Inc. Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Sunal Associates Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Sunal Associates Inc. Retirement Plan side-by-side with 3 peers →

Sunal Associates Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Maximo Solar Industries, Inc. Savings and Retirement Plan in PR ($247K); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Sunal Associates Inc. Retirement Plan assets move in 2023? ▼
Sunal Associates Inc. Retirement Plan edged up modestly - up 4.1% during 2023, from $237K to $247K. Reported net income was $10K.
How have Sunal Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunal Associates Inc.'s sponsor-wide assets declined 1.4%, from $237K to $234K.
Where does Sunal Associates Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Sunal Associates Inc. Retirement Plan ranks in the 12th 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 Profit Sharing plans are similar in size to Sunal Associates Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Maximo Solar Industries, Inc. Savings and Retirement Plan in PR ($247K, 112 participants).
Which Profit Sharing plans cover a similar participant headcount to Sunal Associates Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 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 810826249.

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.