401(k) · DOL Form 5500 · 2024

Sullivans, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
33rd
Percentile by assets National rank
$102,684
Avg per participant Below avg balance/head
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Official DOL plan name: Sullivans, Inc. 401(k) Plan · Sponsored by Sullivans, Inc. · Massachusetts · Retail Trade

$3M in assets, 27 participants

Sullivans, Inc.'s Sullivans, Inc. 401(k) Plan reported $3M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,615 in Retail Trade (8,048 peers)

Sullivans, Inc. multi-year trail

Sullivans, Inc.'s plans moved -18.8% in assets from 2023 to 2024; this filing shows Sullivans, Inc. 401(k) Plan at $3M / 27 participants.

#3,615
in Retail Trade (8,048 peers)
-18.8%
assets change YoY

The plan reported a net loss of $644K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sullivans, Inc. 401(k) Plan among the smaller filed plans by assets

Sullivans, Inc. 401(k) Plan vs every filed plan by assets

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

$2,772,467 33rd percentile higher than 33% 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

Sullivans, Inc. 401(k) 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. Sullivans, Inc. 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sullivans, Inc. 401(k) Plan reported participants fell from 36 in the plan year 2023 filing to 27 in the plan year 2024 filing.
  • Sullivans, Inc. 401(k) Plan reported net income rose from -$804K in the plan year 2023 filing to -$644K in the plan year 2024 filing.
  • Sullivans, Inc. 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042546583 · Sullivans, Inc. PY 2024 · 401(k)

Sullivans, Inc. 401(k) Plan · $3M · 27 · 33rd

  • EOY $3M
  • 5500 27
  • ASSETS 33rd
  • PCT 401(k)
  • EIN near A.R.M. 401(k) Plan
  • RANK ind #3615

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 Retail Trade retirement plans → · Plans in Massachusetts →

Sullivans, Inc. 401(k) Plan in the asset neighbourhood

Sullivans, Inc. 401(k) Plan$3MA.R.M. 401(k) Plan$3MCarotron, LLC 401(k) Profit Sharing Plan and TrustCarotron, LLC 401(k) Profit …$3MLingo Manufacturing Co., Inc. 401(k) PlanLingo Manufacturing Co., Inc…$3MOkc Dental Arts, PLLC 401(k)$3M
End-of-year total assets ($M) among Sullivans, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sullivans, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sullivans, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.843207015074707% vs 2023
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 20232024 $3.42M $2.77M ▼ -19.0%
Year Plans Participants Total Assets
2023 1 36 $3M
2024 1 27 $3M

Sullivans, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$644K
Employer EIN042546583
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sullivans, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sullivans, Inc. 401(k) Plan, Total assets ($B): 0.002772467 · Participants: 27Sullivans, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Sullivans, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sullivans, Inc. 401(k) Plan side-by-side with 3 peers →

Sullivans, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is A.R.M. 401(k) Plan in FL ($3M); by covered participants it is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Sullivans, Inc. 401(k) Plan assets move in 2024? ▼
Sullivans, Inc. 401(k) Plan declined sharply - down 18.8% during 2024, from $3M to $3M. Reported net income was -$644K.
How have Sullivans, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sullivans, Inc.'s sponsor-wide assets declined 18.8%, from $3M to $3M.
Which 401(k) plans are similar in size to Sullivans, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is A.R.M. 401(k) Plan in FL ($3M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Sullivans, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants, $890K 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 042546583.

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.