401(k) · DOL Form 5500 · 2023

Sugar Tap Holdings Inc 401(k) Plan

Data updated 2026-08-25

$608K
Total assets Small plan by assets
10
Participants Small participant base
20th
Percentile by assets National rank
$60,783
Avg per participant Low balance/head
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Official DOL plan name: Sugar Tap Holdings, Inc 401 (K) Plan · Sponsored by Sugar Tap Holdings Inc · Washington · Food Services & Accommodation

$608K in assets, 10 participants

Sugar Tap Holdings Inc's Sugar Tap Holdings, Inc 401 (K) Plan reported $608K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,978 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sugar Tap Holdings, Inc 401 (K) Plan ranks #1,978 of 3,828 2023 filers by assets (3219% of the sector average)-$608K for 10 participants.

#1,978
in Food Services & Accommodation (3,828 peers)
-4.5%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sugar Tap Holdings, Inc 401 (K) Plan among the smaller filed plans by assets

Sugar Tap Holdings, Inc 401 (K) Plan vs every filed plan by assets

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

$607,834 20th percentile higher than 20% 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

Sugar Tap Holdings, Inc 401 (K) 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. Sugar Tap Holdings, Inc 401 (K) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sugar Tap Holdings, Inc 401 (K) Plan reported net income fell from $97K in the plan year 2022 filing to -$29K in the plan year 2023 filing.
  • Sugar Tap Holdings, Inc 401 (K) Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Sugar Tap Holdings, Inc 401 (K) Plan end-of-year assets fell from $636K in the plan year 2022 filing to $608K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 452433368 · Sugar Tap Holdings Inc PY 2023 · 401(k)

Sugar Tap Holdings, Inc 401 (K) Plan · $608K · 10 · 20th

  • RANK $608K
  • PHOTO 10
  • IND 20th
  • EOY 401(k)
  • 5500 near Small Gate Inc. 401(k) Plan
  • ASSETS ind #1978

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 Food Services & Accommodation retirement plans → · Plans in Washington →

Sugar Tap Holdings, Inc 401 (K) Plan in the asset neighbourhood

Sugar Tap Holdings, Inc 401 (K) PlanSugar Tap Holdings, Inc 401 …$608KSmall Gate Inc. 401(k) Plan$608KMjl Investment Company 401(k) PlanMjl Investment Company 401(k…$608KWestern Sign Company Inc 401(k) PlanWestern Sign Company Inc 401…$608KD & W Jewelry Co. 401(k) Profit Sharing PlanD & W Jewelry Co. 401(k) Pro…$608K
End-of-year total assets ($M) among Sugar Tap Holdings, Inc 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$636K
Net Assets (End of Year)$608K
Net Income-$29K
Employer EIN452433368
Plan Effective Date2011-05-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Sugar Tap Holdings Inc)

Sponsor-wide plan assets over time

All Sugar Tap Holdings Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 84.40227441627349% vs 2022
2023 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 20222023 $0.64M $1.17M ▲ +82.8%
Year Plans Participants Total Assets
2022 1 9 $636K
2023 3 37 $1M

Nearby 401(k) Plans in Washington

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

Sugar Tap Holdings, Inc 401 (K) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Sugar Tap Holdings, Inc 401 (K) Plan, Total assets ($B): 0.000607834 · Participants: 10Sugar Tap Holdings, Inc 401 (K) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Sugar Tap Holdings, Inc 401 (K) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Sugar Tap Holdings, Inc 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Small Gate Inc. 401(k) Plan in GA ($608K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($608K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Sugar Tap Holdings, Inc 401 (K) Plan assets move in 2023?
Sugar Tap Holdings, Inc 401 (K) Plan edged down modestly - down 4.5% during 2023, from $636K to $608K. Reported net income was -$29K.
How have Sugar Tap Holdings Inc plan assets changed over time?
Across 2 plan years on file (2022-2023), Sugar Tap Holdings Inc's sponsor-wide assets grew 84.4%, from $636K to $1M.
Where does Sugar Tap Holdings, Inc 401 (K) Plan rank by assets among Form 5500 filers?
Sugar Tap Holdings, Inc 401 (K) Plan ranks in the 20th 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 Sugar Tap Holdings, Inc 401 (K) Plan?
Among 401(k) plans in other states, the closest by assets is Small Gate Inc. 401(k) Plan in GA ($608K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Sugar Tap Holdings, Inc 401 (K) Plan?
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M in assets).