401(k) · DOL Form 5500 · 2024

Sullivan Bancshares, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
19
Participants Small participant base
35th
Percentile by assets National rank
$171,225
Avg per participant Above avg balance/head
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Official DOL plan name: Sullivan Bancshares, Inc. Employee Savings and Retirement Plan · Sponsored by Sullivan Bancshares, Inc. · Illinois · Finance & Insurance

$3M in assets, 19 participants

Sullivan Bancshares, Inc.'s Sullivan Bancshares, Inc. Employee Savings and Retirement Plan reported $3M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,977 in Finance & Insurance (8,549 peers)

2024 asset change

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan grew at a solid clip 9.4% in 2024 ($3M → $3M) for 19 participants.

#1,977
in Finance & Insurance (8,549 peers)
+9.4%
assets growth YoY

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan vs every filed plan by assets

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

$3,253,268 35th percentile higher than 35% 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

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sullivan Bancshares, Inc. Employee Savings and Retirement Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sullivan Bancshares, Inc. Employee Savings and Retirement Plan reported net income rose from -$402K in the plan year 2023 filing to $280K in the plan year 2024 filing.
  • Sullivan Bancshares, Inc. Employee Savings and Retirement Plan reported participants rose from 17 in the plan year 2023 filing to 19 in the plan year 2024 filing.
  • Sullivan Bancshares, Inc. Employee Savings and Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 371203570 · Sullivan Bancshares, Inc. PY 2024 · 401(k)

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan · $3M · 19 · 35th

  • TYPE $3M
  • TYPE 19
  • TYPE 35th
  • TYPE 401(k)
  • TYPE near Rubenfaer & Associates, P.C. 401(k) Plan
  • TYPE ind #1977

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 Finance & Insurance retirement plans → · Plans in Illinois →

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan in the asset neighbourhood

Sullivan Bancshares, Inc. Employee Savings and Retirement PlanSullivan Bancshares, Inc. Em…$3MRubenfaer & Associates, P.C. 401(k) PlanRubenfaer & Associates, P.C.…$3MHendrick Health 401(k) Retirement PlanHendrick Health 401(k) Retir…$3MLighthouse Central Florida, Inc. Retirement Savings PlanLighthouse Central Florida, …$3M403(b) Thrift Plan for Employees of Lakeview Christian Home of the South West, Inc403(b) Thrift Plan for Emplo…$3M
End-of-year total assets ($M) among Sullivan Bancshares, Inc. Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sullivan Bancshares, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Sullivan Bancshares, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.621180974320553% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $3.38M $3.25M ▼ -3.8%
Year Plans Participants Total Assets
2022 1 19 $3M
2023 1 17 $3M
2024 1 19 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$280K
Employer EIN371203570
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Sullivan Bancshares, Inc. Employee Savings and Retirement Plan, Total assets ($B): 0.003253268 · Participants: 19Sullivan Bancshares, Inc. Employee Savings and Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Sullivan Bancshares, Inc. Employee Savings and Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sullivan Bancshares, Inc. Employee Savings and Retirement Plan side-by-side with 3 peers →

Sullivan Bancshares, Inc. Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rubenfaer & Associates, P.C. 401(k) Plan in MI ($3M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Sullivan Bancshares, Inc. Employee Savings and Retirement Plan assets move in 2024? ▼
Sullivan Bancshares, Inc. Employee Savings and Retirement Plan grew at a solid clip - up 9.4% during 2024, from $3M to $3M. Reported net income was $280K.
How have Sullivan Bancshares, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sullivan Bancshares, Inc.'s sponsor-wide assets declined 3.6%, from $3M to $3M.
Which 401(k) plans are similar in size to Sullivan Bancshares, Inc. Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rubenfaer & Associates, P.C. 401(k) Plan in MI ($3M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Sullivan Bancshares, Inc. Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 371203570.

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.