401(k) · DOL Form 5500 · 2024
Sudbury Ventures Incorporated 401(k) Plan
Data updated 2026-08-25
- $206K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 11th
- Percentile by assets National rank
- $102,819
- Avg per participant Below avg balance/head
Official DOL plan name: Sudbury Ventures Incorporated 401(k) Profit Sharing Plan · Sponsored by Sudbury Ventures Incorporated · Utah · Arts, Entertainment & Recreation
$206K in assets, 2 participants
Sudbury Ventures Incorporated's Sudbury Ventures Incorporated 401(k) Profit Sharing Plan reported $206K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.
- #735 in Arts, Entertainment & Recreation (2,921 peers)
Sudbury Ventures Incorporated multi-year trail
Sudbury Ventures Incorporated's plans moved -23.7% in assets from 2022 to 2024; this filing shows Sudbury Ventures Incorporated 401(k) Profit Sharing Plan at $206K / 2 participants.
- #735
- in Arts, Entertainment & Recreation (2,921 peers)
- -28.5%
- assets change YoY
The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sudbury Ventures Incorporated 401(k) Profit Sharing Plan among the smaller filed plans by assets
Sudbury Ventures Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$205,637 11th percentile higher than 11% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sudbury Ventures Incorporated 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sudbury Ventures Incorporated 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sudbury Ventures Incorporated 401(k) Profit Sharing Plan reported net income fell from $18K in the plan year 2023 filing to -$82K in the plan year 2024 filing.
- Sudbury Ventures Incorporated 401(k) Profit Sharing Plan end-of-year assets fell from $288K in the plan year 2023 filing to $206K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 862628414 · Sudbury Ventures Incorporated PY 2024 · 401(k)
Sudbury Ventures Incorporated 401(k) Profit Sharing Plan · $206K · 2 · 11th
- 5500 $206K
- ASSETS 2
- PCT 11th
- EIN 401(k)
- RANK near Feather River Anesthesia Medical Group Inc 401(k) Profit Sharing Plan
- PHOTO ind #735
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 Arts, Entertainment & Recreation retirement plans → · Plans in Utah →
Sudbury Ventures Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood
Sudbury Ventures Incorporated multi-year asset trail
Sponsor-wide plan assets over time
All Sudbury Ventures Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $206K 23.656620557028194% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $269K |
| 2023 | 1 | 2 | $288K |
| 2024 | 1 | 2 | $206K |
Sudbury Ventures Incorporated filing trail (2024)
| Total Assets (Beginning of Year) | $288K |
|---|---|
| Net Assets (End of Year) | $206K |
| Net Income | -$82K |
| Employer EIN | 862628414 |
| Plan Effective Date | 2021-03-16 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Sudbury Ventures Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Feather River Anesthesia Medical Group Inc 401(k) Profit Sharing Plan in CA ($206K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.