401(k) · DOL Form 5500 · 2023

San Diego Sunrise Management Com 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
383
Participants Below avg headcount
45th
Percentile by assets National rank
$13,653
Avg per participant Low balance/head
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Official DOL plan name: Sunrise Management Company 401(k) Plan · Sponsored by San Diego Sunrise Management Com · California · Real Estate

$5M in assets, 383 participants

San Diego Sunrise Management Com's Sunrise Management Company 401(k) Plan reported $5M in total assets and 383 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.

  • #3,059 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Sunrise Management Company 401(k) Plan ranks #3,059 of 4,727 2023 filers by assets (497% of the sector average)-$5M for 383 participants.

#3,059
in Real Estate (4,727 peers)
+13.9%
assets growth YoY

Sunrise Management Company 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Sunrise Management Company 401(k) Plan vs every filed plan by assets

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

$5,228,934 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

Sunrise Management Company 401(k) 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. Sunrise Management Company 401(k) Plan sits mid-pack in the medium band (383 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunrise Management Company 401(k) Plan reported net income rose from -$766K in the plan year 2022 filing to $636K in the plan year 2023 filing.
  • Sunrise Management Company 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Sunrise Management Company 401(k) Plan reported participants fell from 410 in the plan year 2022 filing to 383 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330147118 · San Diego Sunrise Management Com PY 2023 · 401(k)

Sunrise Management Company 401(k) Plan · $5M · 383 · 45th

  • EBSA $5M
  • EBSA 383
  • EBSA 45th
  • EBSA 401(k)
  • EBSA near Kaizen Auto Care, LLC 401(k) Plan
  • EBSA ind #3059

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 Real Estate retirement plans → · Plans in California →

Sunrise Management Company 401(k) Plan in the asset neighbourhood

Sunrise Management Company 401(k) PlanSunrise Management Company 4…$5MKaizen Auto Care, LLC 401(k) PlanKaizen Auto Care, LLC 401(k)…$5MBenetrends, Inc. Profit Sharing Plan and TrustBenetrends, Inc. Profit Shar…$5MHighland Paving Company, LLC 401(k) PlanHighland Paving Company, LLC…$5MMbps Group 401(k) Profit Sharing PlanMbps Group 401(k) Profit Sha…$5M
End-of-year total assets ($M) among Sunrise Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$636K
Employer EIN330147118
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Diego Sunrise Management Com)

Sponsor-wide plan assets over time

All San Diego Sunrise Management Com plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.96727534802399% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.59M $6.11M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 410 $5M
2023 1 383 $5M
2024 1 436 $6M

Nearby 401(k) Plans in California

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

Sunrise Management Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sunrise Management Company 401(k) Plan, Total assets ($B): 0.005228934 · Participants: 383Sunrise Management Company 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sunrise Management Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sunrise Management Company 401(k) Plan side-by-side with 3 peers →

Sunrise Management Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kaizen Auto Care, LLC 401(k) Plan in AZ ($5M); by covered participants it is Roundtower Technologies 401(k) Plan in OH (383 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Sunrise Management Company 401(k) Plan assets move in 2023? ▼
Sunrise Management Company 401(k) Plan grew at a solid clip - up 13.9% during 2023, from $5M to $5M. Reported net income was $636K.
How have San Diego Sunrise Management Com plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Diego Sunrise Management Com's sponsor-wide assets grew 33.0%, from $5M to $6M.
Which 401(k) plans are similar in size to Sunrise Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaizen Auto Care, LLC 401(k) Plan in AZ ($5M, 529 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roundtower Technologies 401(k) Plan in OH (383 participants, $10M 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 330147118.

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.