ESOP · DOL Form 5500 · 2023

Sun Automation Inc. ESOP

Data updated 2026-08-25

$53M
Total assets Below avg plan size
107
Participants Small participant base
86th
Percentile by assets National rank
$496,409
Avg per participant High balance/head
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Official DOL plan name: Sun Automation Inc. Employee Stock Ownership Plan · Sponsored by Sun Automation Inc. · Maryland · Manufacturing

$53M in assets, 107 participants

Sun Automation Inc.'s Sun Automation Inc. Employee Stock Ownership Plan reported $53M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,960 in Manufacturing (18,722 peers)

Coverage in Maryland

Sun Automation Inc. Employee Stock Ownership Plan covers 107 participants in Maryland, about 12% of the average Maryland filer (state average ~929 per filing). Assets: $53M.

#14,960
in Manufacturing (18,722 peers)
+22.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Sun Automation Inc. Employee Stock Ownership Plan's outsized position by total assets

Sun Automation Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$53,115,775 Top 14% higher than 86% 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 Automation Inc. Employee Stock Ownership Plan 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 Automation Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sun Automation Inc. Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sun Automation Inc. Employee Stock Ownership Plan end-of-year assets rose from $43M in the plan year 2022 filing to $53M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521394629 · Sun Automation Inc. PY 2023 · ESOP

Sun Automation Inc. Employee Stock Ownership Plan · $53M · 107 · 86th

  • RANK $53M
  • PHOTO 107
  • IND 86th
  • EOY ESOP
  • 5500 near Tier 1 Performance Solutions Employee Stock Ownership Plan
  • ASSETS ind #14960

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 What is an ESOP? → · Plans in Maryland →

Sun Automation Inc. Employee Stock Ownership Plan in the asset neighbourhood

Consolidated Edison Company of New York, Inc. Tax Reduction Act Stock Ownership PlanConsolidated Edison Company …$53MThe J.S. West Milling Company Employee Stock Ownership PlanThe J.S. West Milling Compan…$53MSun Automation Inc. Employee Stock Ownership PlanSun Automation Inc. Employee…$53MTier 1 Performance Solutions Employee Stock Ownership PlanTier 1 Performance Solutions…$53MCotterman Companies Employee Stock Ownership PlanCotterman Companies Employee…$53M
End-of-year total assets ($M) among Sun Automation Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$37M
Net Income$7M
Employer EIN521394629
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Automation Inc.)

Sponsor-wide plan assets over time

All Sun Automation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73M 32.926630371935175% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55M $73.1M ▲ +32.9%
Year Plans Participants Total Assets
2022 2 234 $55M
2023 2 231 $67M
2024 2 252 $73M

Nearby ESOP Plans in Maryland

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

Sun Automation Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Sun Automation Inc. Employee Stock Ownership Plan, Total assets ($B): 0.053115775 · Participants: 107Sun Automation Inc. Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
Sun Automation Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare Sun Automation Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sun Automation Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Tier 1 Performance Solutions Employee Stock Ownership Plan in KY ($53M); by covered participants it is Ppic Employee Stock Ownership Plan in NM (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Automation Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Sun Automation Inc. Employee Stock Ownership Plan grew sharply - up 22.2% during 2023, from $43M to $53M. Reported net income was $7M.
How have Sun Automation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Automation Inc.'s sponsor-wide assets grew 32.9%, from $55M to $73M.
Where does Sun Automation Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sun Automation Inc. Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Sun Automation Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tier 1 Performance Solutions Employee Stock Ownership Plan in KY ($53M, 314 participants).
Which ESOP plans cover a similar participant headcount to Sun Automation Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ppic Employee Stock Ownership Plan in NM (107 participants, $59M 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 521394629.

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.