Profit Sharing · DOL Form 5500 · 2024

Sunlight Ventures Inc Profit Sharing Plan

Data updated 2026-08-25

$867K
Total assets Small plan by assets
20
Participants Small participant base
22nd
Percentile by assets National rank
$43,330
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sunlight Ventures, Inc. Retirement Plan · Sponsored by Sunlight Ventures Inc · Pennsylvania · Educational Services

$867K in assets, 20 participants

Sunlight Ventures Inc's Sunlight Ventures, Inc. Retirement Plan reported $867K in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #514 in Educational Services (3,638 peers)

What the 2024 filing shows

Sunlight Ventures, Inc. Retirement Plan holds $867K for 20 participants - about $43,330 per participant, among the smaller plans by assets on file.

#514
in Educational Services (3,638 peers)
-0.8%
assets change YoY

The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunlight Ventures, Inc. Retirement Plan among the smaller filed plans by assets

Sunlight Ventures, Inc. Retirement Plan vs every filed plan by assets

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

$866,594 22nd percentile higher than 22% 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

Sunlight Ventures, Inc. 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. Sunlight Ventures, Inc. Retirement Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunlight Ventures, Inc. Retirement Plan reported net income fell from $8K in the plan year 2023 filing to -$7K in the plan year 2024 filing.
  • Sunlight Ventures, Inc. Retirement Plan reported participants rose from 8 in the plan year 2023 filing to 20 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 834273524 · Sunlight Ventures Inc PY 2024 · Profit Sharing

Sunlight Ventures, Inc. Retirement Plan · $867K · 20 · 22nd

  • TYPE $867K
  • TYPE 20
  • TYPE 22nd
  • TYPE Profit Sharing
  • TYPE near Florencio Lao Sam Retirement Plan
  • TYPE ind #514

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 Educational Services retirement plans → · Plans in Pennsylvania →

Sunlight Ventures, Inc. Retirement Plan in the asset neighbourhood

Sunlight Ventures, Inc. Retirement PlanSunlight Ventures, Inc. Reti…$867KFlorencio Lao Sam Retirement PlanFlorencio Lao Sam Retirement…$867KPacific Bounty/Lithgow Bros Pensoin and Profit Sharing Plan, Plan Number 003Pacific Bounty/Lithgow Bros …$867KB Avery Enterprises, Inc. Retirement PlanB Avery Enterprises, Inc. Re…$866KBornstein Law Offices S.C. Profit Sharing PlanBornstein Law Offices S.C. P…$866K
End-of-year total assets ($M) among Sunlight Ventures, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$874K
Net Assets (End of Year)$867K
Net Income-$7K
Employer EIN834273524
Plan Effective Date2019-04-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunlight Ventures Inc)

Sponsor-wide plan assets over time

All Sunlight Ventures Inc plans reported in each filing year

Latest sponsor-wide plan assets
$867K 0.07899204305297317% vs 2022
2024 filing year
$0.87M 202220232024 $0.87M $0.87M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 8 $866K
2023 1 8 $874K
2024 1 20 $867K

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sunlight Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Sunlight Ventures, Inc. Retirement Plan, Total assets ($B): 0.000866594 · Participants: 20Sunlight Ventures, Inc. Retirement PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.245462462 · Participants: 14807Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.995663035 · Participants: 21954University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.259021509 · Participants: 3927International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.876135705 · Participants: 10394Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.781454632 · Participants: 2477Morgan, Lewis & Bockius LLP Defined Contribution Plan
Sunlight Ventures, Inc. Retirement Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Sunlight Ventures, Inc. Retirement Plan side-by-side with 3 peers →

Sunlight Ventures, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Florencio Lao Sam Retirement Plan in PR ($867K); by covered participants it is Birken Productions, Inc. Profit Sharing Plan in CA (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Sunlight Ventures, Inc. Retirement Plan assets move in 2024? ▼
Sunlight Ventures, Inc. Retirement Plan held essentially flat - down 0.8% during 2024, from $874K to $867K. Reported net income was -$7K.
How have Sunlight Ventures Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunlight Ventures Inc's sponsor-wide assets grew 0.1%, from $866K to $867K.
Where does Sunlight Ventures, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Sunlight Ventures, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sunlight Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Florencio Lao Sam Retirement Plan in PR ($867K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Sunlight Ventures, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Birken Productions, Inc. Profit Sharing Plan in CA (20 participants, $11M 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 834273524.

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.