401(k) · DOL Form 5500 · 2023

Sundance Holdings Group, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
599
Participants Below avg headcount
73rd
Percentile by assets National rank
$34,166
Avg per participant Low balance/head
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Official DOL plan name: Sundance Holdings Group, LLC 401(k) Plan · Sponsored by Sundance Holdings Group, LLC · Utah · Retail Trade

$20M in assets, 599 participants

Sundance Holdings Group, LLC's Sundance Holdings Group, LLC 401(k) Plan reported $20M in total assets and 599 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,982 in Retail Trade (8,414 peers)

2023 asset change

Sundance Holdings Group, LLC 401(k) Plan grew sharply 19.6% in 2023 ($17M → $20M) for 599 participants.

#6,982
in Retail Trade (8,414 peers)
+19.6%
assets growth YoY

Sundance Holdings Group, LLC 401(k) Plan's outsized position by total assets

Sundance Holdings Group, LLC 401(k) Plan vs every filed plan by assets

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

$20,465,480 Top 27% higher than 73% 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

Sundance Holdings Group, LLC 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. Sundance Holdings Group, LLC 401(k) Plan sits mid-pack in the medium band (599 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sundance Holdings Group, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sundance Holdings Group, LLC 401(k) Plan reported participants rose from 425 in the plan year 2022 filing to 599 in the plan year 2023 filing.
  • Sundance Holdings Group, LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 201130359 · Sundance Holdings Group, LLC PY 2023 · 401(k)

Sundance Holdings Group, LLC 401(k) Plan · $20M · 599 · 73rd

  • TYPE $20M
  • TYPE 599
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near Horizons Diagnostics LLC Retirement Savings Plan
  • TYPE ind #6982

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 Retail Trade retirement plans → · Plans in Utah →

Sundance Holdings Group, LLC 401(k) Plan in the asset neighbourhood

Sundance Holdings Group, LLC 401(k) PlanSundance Holdings Group, LLC…$20MHorizons Diagnostics LLC Retirement Savings PlanHorizons Diagnostics LLC Ret…$20MAngelus Block Company, Inc. 401(k) PlanAngelus Block Company, Inc. …$20MUnited Bancorporation of Alabama, Inc. 401(k) Employee Stock Ownership PlanUnited Bancorporation of Ala…$20MOnset Computer Corporation 401(k) Retirement PlanOnset Computer Corporation 4…$20M
End-of-year total assets ($M) among Sundance Holdings Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sundance Holdings Group, LLC years around the 2023 move

Sponsor-wide plan assets over time

All Sundance Holdings Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $17.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 425 $17M
2023 1 599 $20M
2024 1 535 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN201130359
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Sundance Holdings Group, LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sundance Holdings Group, LLC 401(k) Plan, Total assets ($B): 0.02046548 · Participants: 599Sundance Holdings Group, LLC 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Sundance Holdings Group, LLC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Sundance Holdings Group, LLC 401(k) Plan side-by-side with 3 peers →

Sundance Holdings Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Horizons Diagnostics LLC Retirement Savings Plan in GA ($20M); by covered participants it is Consumer Safety Technology, LLC 401(k) Plan in IA (599 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (599 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 Sundance Holdings Group, LLC 401(k) Plan assets move in 2023? ▼
Sundance Holdings Group, LLC 401(k) Plan grew sharply - up 19.6% during 2023, from $17M to $20M. Reported net income was $3M.
Which 401(k) plans are similar in size to Sundance Holdings Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Horizons Diagnostics LLC Retirement Savings Plan in GA ($20M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Sundance Holdings Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Safety Technology, LLC 401(k) Plan in IA (599 participants, $14M 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 201130359.

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.