401(k) · DOL Form 5500 · 2023

The Sun Valley Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
201
Participants Below avg headcount
39th
Percentile by assets National rank
$18,563
Avg per participant Low balance/head
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Official DOL plan name: The Sun Valley Group, Inc. 401(k) Plan · Sponsored by The Sun Valley Group, Inc. · California · Agriculture, Forestry & Fishing

$4M in assets, 201 participants

The Sun Valley Group, Inc.'s The Sun Valley Group, Inc. 401(k) Plan reported $4M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #515 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in California

The Sun Valley Group, Inc. 401(k) Plan covers 201 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $4M.

#515
in Agriculture, Forestry & Fishing (1,288 peers)
-0.8%
assets change YoY

The plan reported a net loss of $31K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Sun Valley Group, Inc. 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

The Sun Valley Group, Inc. 401(k) Plan vs every filed plan by assets

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

$3,731,257 39th percentile higher than 39% 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

The Sun Valley Group, Inc. 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. The Sun Valley Group, Inc. 401(k) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sun Valley Group, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$31K in the plan year 2023 filing.
  • The Sun Valley Group, Inc. 401(k) Plan reported participants fell from 223 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680265986 · The Sun Valley Group, Inc. PY 2023 · 401(k)

The Sun Valley Group, Inc. 401(k) Plan · $4M · 201 · 39th

  • BOOK $4M
  • BOOK 201
  • BOOK 39th
  • BOOK 401(k)
  • BOOK near Andersen-Quinn Sales, Inc. 401(k) Plan
  • BOOK ind #515

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

The Sun Valley Group, Inc. 401(k) Plan in the asset neighbourhood

The Sun Valley Group, Inc. 401(k) PlanThe Sun Valley Group, Inc. 4…$4MAndersen-Quinn Sales, Inc. 401(k) PlanAndersen-Quinn Sales, Inc. 4…$4MAustin Engineering USA Service 401(k)Austin Engineering USA Servi…$4MLoblolly, Inc. 401(k) Profit Sharing PlanLoblolly, Inc. 401(k) Profit…$4MHanon Systems USA, LLC 401(k) Plan for Carey PlantHanon Systems USA, LLC 401(k…$4M
End-of-year total assets ($M) among The Sun Valley Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$31K
Employer EIN680265986
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sun Valley Group, Inc.)

Sponsor-wide plan assets over time

All The Sun Valley Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$2M$4M$6M 202220232024 $3.76M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 223 $4M
2023 1 201 $4M
2024 1 184 N/A

Nearby 401(k) Plans in California

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

The Sun Valley Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Sun Valley Group, Inc. 401(k) Plan, Total assets ($B): 0.003731257 · Participants: 201The Sun Valley Group, Inc. 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
The Sun Valley Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Sun Valley Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Sun Valley Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Andersen-Quinn Sales, Inc. 401(k) Plan in MN ($4M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 The Sun Valley Group, Inc. 401(k) Plan assets move in 2023? ▼
The Sun Valley Group, Inc. 401(k) Plan held essentially flat - down 0.8% during 2023, from $4M to $4M. Reported net income was -$31K.
Which 401(k) plans are similar in size to The Sun Valley Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Andersen-Quinn Sales, Inc. 401(k) Plan in MN ($4M, 9 participants).
Which 401(k) plans cover a similar participant headcount to The Sun Valley Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 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 680265986.

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.