401(k) · DOL Form 5500 · 2023

Sunshine Village 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
187
Participants Below avg headcount
45th
Percentile by assets National rank
$27,477
Avg per participant Low balance/head
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Official DOL plan name: Sunshine Village Retirement Plan · Sponsored by Sunshine Village · Massachusetts · Healthcare & Social Assistance

$5M in assets, 187 participants

Sunshine Village's Sunshine Village Retirement Plan reported $5M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,662 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Sunshine Village Retirement Plan covers 187 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#8,662
in Healthcare & Social Assistance (17,684 peers)
+12.8%
assets growth YoY

Sunshine Village Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunshine Village Retirement Plan vs every filed plan by assets

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

$5,138,267 45th percentile higher than 45% 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

Sunshine Village Retirement 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. Sunshine Village Retirement Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunshine Village Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sunshine Village Retirement Plan reported net income rose from $517K in the plan year 2022 filing to $582K in the plan year 2023 filing.
  • Sunshine Village Retirement Plan reported participants rose from 175 in the plan year 2022 filing to 187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 046190469 · Sunshine Village PY 2023 · 401(k)

Sunshine Village Retirement Plan · $5M · 187 · 45th

  • PHOTO $5M
  • PHOTO 187
  • PHOTO 45th
  • PHOTO 401(k)
  • PHOTO near St. Joseph's Rehabilitation Center Retirement Plan
  • PHOTO ind #8662

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Sunshine Village Retirement Plan in the asset neighbourhood

Sunshine Village Retirement PlanSunshine Village Retirement …$5MSt. Joseph's Rehabilitation Center Retirement PlanSt. Joseph's Rehabilitation …$5MRdd Family Office, LLC Employees Savings TrustRdd Family Office, LLC Emplo…$5MMm Packaging Product Inc. 401(k) Profit Sharing PlanMm Packaging Product Inc. 40…$5MGreen Leaf Payroll & Business Solutions, Inc. Multiple Employer Plan No. 2Green Leaf Payroll & Busines…$5M
End-of-year total assets ($M) among Sunshine Village Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$582K
Employer EIN046190469
Plan Effective Date2009-05-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunshine Village)

Sponsor-wide plan assets over time

All Sunshine Village plans reported in each filing year

Latest sponsor-wide plan assets
$6M 28.235181533986715% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.56M $5.84M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 175 $5M
2023 1 187 $5M
2024 1 202 $6M

Nearby 401(k) Plans in Massachusetts

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

Sunshine Village Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sunshine Village Retirement Plan, Total assets ($B): 0.005138267 · Participants: 187Sunshine Village Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Sunshine Village Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sunshine Village Retirement Plan side-by-side with 3 peers →

Sunshine Village Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is St. Joseph's Rehabilitation Center Retirement Plan in NY ($5M); by covered participants it is The Infosoft Group Retirement Plan in WI (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Sunshine Village Retirement Plan assets move in 2023? ▼
Sunshine Village Retirement Plan grew at a solid clip - up 12.8% during 2023, from $5M to $5M. Reported net income was $582K.
How have Sunshine Village plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunshine Village's sponsor-wide assets grew 28.2%, from $5M to $6M.
Which 401(k) plans are similar in size to Sunshine Village Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Joseph's Rehabilitation Center Retirement Plan in NY ($5M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Sunshine Village Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Infosoft Group Retirement Plan in WI (187 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 046190469.

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.