401(k) · DOL Form 5500 · 2024

Sun Mechanical Contracting, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
248
Participants Below avg headcount
55th
Percentile by assets National rank
$39,576
Avg per participant Low balance/head
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Official DOL plan name: Sun Mechanical Contracting, Inc. 401(k) Retirement Plan · Sponsored by Sun Mechanical Contracting, Inc. · Arizona · Construction

$10M in assets, 248 participants

Sun Mechanical Contracting, Inc.'s Sun Mechanical Contracting, Inc. 401(k) Retirement Plan reported $10M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #4,863 in Construction (9,039 peers)

Coverage in Arizona

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan covers 248 participants in Arizona, about 44% of the average Arizona filer (state average ~564 per filing). Assets: $10M.

#4,863
in Construction (9,039 peers)
+4.4%
assets growth YoY

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$9,814,888 Top 45% higher than 55% 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

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Mechanical Contracting, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sun Mechanical Contracting, Inc. 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $418K in the plan year 2024 filing.
  • Sun Mechanical Contracting, Inc. 401(k) Retirement Plan reported participants fell from 279 in the plan year 2023 filing to 248 in the plan year 2024 filing.
  • Sun Mechanical Contracting, Inc. 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860362106 · Sun Mechanical Contracting, Inc. PY 2024 · 401(k)

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan · $10M · 248 · 55th

  • SCH $10M
  • SCH 248
  • SCH 55th
  • SCH 401(k)
  • SCH near Baltusrol Golf Club 401(k) Plan
  • SCH ind #4863

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 Construction retirement plans → · Plans in Arizona →

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan in the asset neighbourhood

Baltusrol Golf Club 401(k) PlanBaltusrol Golf Club 401(k) P…$10MIndiana Limestone Acquisition, LLC Dba Indiana Limestone Company 401(k) PlanIndiana Limestone Acquisitio…$10MSun Mechanical Contracting, Inc. 401(k) Retirement PlanSun Mechanical Contracting, …$10MOlympia / Fandango / Legends 401(k) PlanOlympia / Fandango / Legends…$10MOutokumpu Stainless Bar, LLC 401(k) PlanOutokumpu Stainless Bar, LLC…$10M
End-of-year total assets ($M) among Sun Mechanical Contracting, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$418K
Employer EIN860362106
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Mechanical Contracting, Inc.)

Sponsor-wide plan assets over time

All Sun Mechanical Contracting, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 28.268891256666564% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.65M $9.81M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 267 $8M
2023 1 279 $9M
2024 1 248 $10M

Nearby 401(k) Plans in Arizona

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

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Sun Mechanical Contracting, Inc. 401(k) Retirement Plan, Total assets ($B): 0.009814888 · Participants: 248Sun Mechanical Contracting, Inc. 401(k) Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Sun Mechanical Contracting, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sun Mechanical Contracting, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Sun Mechanical Contracting, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Baltusrol Golf Club 401(k) Plan in NJ ($10M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Sun Mechanical Contracting, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Sun Mechanical Contracting, Inc. 401(k) Retirement Plan edged up modestly - up 4.4% during 2024, from $9M to $10M. Reported net income was $418K.
How have Sun Mechanical Contracting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Mechanical Contracting, Inc.'s sponsor-wide assets grew 28.3%, from $8M to $10M.
Which 401(k) plans are similar in size to Sun Mechanical Contracting, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baltusrol Golf Club 401(k) Plan in NJ ($10M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Sun Mechanical Contracting, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K 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 860362106.

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.