401(k) · DOL Form 5500 · 2023

Sunrise Global Marketing, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
250
Participants Below avg headcount
59th
Percentile by assets National rank
$39,914
Avg per participant Low balance/head
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Official DOL plan name: Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan · Sponsored by Sunrise Global Marketing, LLC · North Carolina · Professional & Technical Services

$10M in assets, 250 participants

Sunrise Global Marketing, LLC's Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan reported $10M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,612 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan covers 250 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#11,612
in Professional & Technical Services (20,321 peers)
+67.6%
assets growth YoY

Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,978,492 Top 41% higher than 59% 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 Global Marketing, LLC 401(k) Profit Sharing 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 Global Marketing, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan reported net income rose from $499K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan reported participants rose from 172 in the plan year 2022 filing to 250 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205452967 · Sunrise Global Marketing, LLC PY 2023 · 401(k)

Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan · $10M · 250 · 59th

  • SCH $10M
  • EBSA 250
  • PART 59th
  • TYPE 401(k)
  • NET near Magnum Engineering and Controls 401(k) Plan
  • BOOK ind #11612

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Sunrise Global Marketing, LLC 401(k) Profit Sharing PlanSunrise Global Marketing, LL…$10MMagnum Engineering and Controls 401(k) PlanMagnum Engineering and Contr…$10MFlexaseal Engineered Seals and Systems, LLC 401(k) Profit Sharing PlanFlexaseal Engineered Seals a…$10MDouglas J. Management, LLC 401(k) PlanDouglas J. Management, LLC 4…$10MDerrick Companies 401(k) Plan$10M
End-of-year total assets ($M) among Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN205452967
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunrise Global Marketing, LLC)

Sponsor-wide plan assets over time

All Sunrise Global Marketing, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 95.66432218418205% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.96M $11.7M ▲ +95.5%
Year Plans Participants Total Assets
2022 1 172 $6M
2023 1 250 $10M
2024 1 286 $12M

Nearby 401(k) Plans in North Carolina

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

Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.009978492 · Participants: 250Sunrise Global Marketing, LLC 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Magnum Engineering and Controls 401(k) Plan in TX ($10M); by covered participants it is Big League Dreams 401(k) Plan in CA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Global Marketing, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan surged - up 67.6% during 2023, from $6M to $10M. Reported net income was $4M.
How have Sunrise Global Marketing, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Global Marketing, LLC's sponsor-wide assets grew 95.7%, from $6M to $12M.
Which 401(k) plans are similar in size to Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Magnum Engineering and Controls 401(k) Plan in TX ($10M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Global Marketing, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big League Dreams 401(k) Plan in CA (250 participants, $1M 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 205452967.

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.