401(k) · DOL Form 5500 · 2024

Sun Mar Healthcare 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
4,148
Participants Above avg headcount
61st
Percentile by assets National rank
$3,102
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sun Mar Healthcare 401(k) Plan · Sponsored by Sun Mar Healthcare · California · Healthcare & Social Assistance

$13M in assets, 4,148 participants

Sun Mar Healthcare's Sun Mar Healthcare 401(k) Plan reported $13M in total assets and 4,148 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,241 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Sun Mar Healthcare 401(k) Plan covers 4,148 participants in California, 6.6x the typical California plan (state average ~630 per filing). Assets: $13M.

#11,241
in Healthcare & Social Assistance (16,916 peers)
+20.5%
assets growth YoY

Sun Mar Healthcare 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sun Mar Healthcare 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,867,458 Top 39% higher than 61% of 123,620 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 2024

Sun Mar Healthcare 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Mar Healthcare 401(k) Plan lands in the large band (4,148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sun Mar Healthcare 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sun Mar Healthcare 401(k) Plan reported participants fell from 4,947 in the plan year 2023 filing to 4,148 in the plan year 2024 filing.
  • Sun Mar Healthcare 401(k) Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330386387 · Sun Mar Healthcare PY 2024 · 401(k)

Sun Mar Healthcare 401(k) Plan · $13M · 4,148 · 61st

  • EOY $13M
  • EOY 4,148
  • EOY 61st
  • EOY 401(k)
  • EOY near Physicians Laboratory Profit Sharing 401(k) Retirement Plan
  • EOY ind #11241

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 California →

Sun Mar Healthcare 401(k) Plan in the asset neighbourhood

Sun Mar Healthcare 401(k) PlanSun Mar Healthcare 401(k) Pl…$13MPhysicians Laboratory Profit Sharing 401(k) Retirement PlanPhysicians Laboratory Profit…$13MSteve Serra Auto Group 401(k) PlanSteve Serra Auto Group 401(k…$13MTrinetx 401(k) Plan$13MApplied Visions, Inc. 401(k) Profit Sharing Plan and TrustApplied Visions, Inc. 401(k)…$13M
End-of-year total assets ($M) among Sun Mar Healthcare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN330386387
Plan Effective Date2014-11-05
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Mar Healthcare)

Sponsor-wide plan assets over time

All Sun Mar Healthcare plans reported in each filing year

Latest sponsor-wide plan assets
$13M 20.80212308253288% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $10.7M $12.9M ▲ +20.8%
Year Plans Participants Total Assets
2022 1 5,463 $11M
2023 1 4,947 $14M
2024 1 4,148 $13M

Nearby 401(k) Plans in California

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

Sun Mar Healthcare 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sun Mar Healthcare 401(k) Plan, Total assets ($B): 0.012867458 · Participants: 4148Sun Mar Healthcare 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sun Mar Healthcare 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sun Mar Healthcare 401(k) Plan side-by-side with 3 peers →

Sun Mar Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Physicians Laboratory Profit Sharing 401(k) Retirement Plan in NE ($13M); by covered participants it is Associated Banc-Corp 401(k) and Employee Stock Ownership Plan in WI (4,148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,148 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sun Mar Healthcare 401(k) Plan assets move in 2024? ▼
Sun Mar Healthcare 401(k) Plan grew sharply - up 20.5% during 2024, from $11M to $13M. Reported net income was $2M.
How have Sun Mar Healthcare plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Mar Healthcare's sponsor-wide assets grew 20.8%, from $11M to $13M.
Which 401(k) plans are similar in size to Sun Mar Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Physicians Laboratory Profit Sharing 401(k) Retirement Plan in NE ($13M, 111 participants).
Which 401(k) plans cover a similar participant headcount to Sun Mar Healthcare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Banc-Corp 401(k) and Employee Stock Ownership Plan in WI (4,148 participants, $866M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 330386387.

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.