401(k) · DOL Form 5500 · 2024

Sugaroak Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
27
Participants Small participant base
64th
Percentile by assets National rank
$549,268
Avg per participant High balance/head
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Official DOL plan name: Sugaroak Holdings, Inc. 401(k) Plan · Sponsored by Sugaroak Holdings, Inc. · Virginia · Manufacturing

$15M in assets, 27 participants

Sugaroak Holdings, Inc.'s Sugaroak Holdings, Inc. 401(k) Plan reported $15M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,266 in Manufacturing (17,777 peers)

Sugaroak Holdings, Inc. multi-year trail

Sugaroak Holdings, Inc.'s plans moved +40.6% in assets from 2022 to 2024; this filing shows Sugaroak Holdings, Inc. 401(k) Plan at $15M / 27 participants.

#9,266
in Manufacturing (17,777 peers)
+16.8%
assets growth YoY

Sugaroak Holdings, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$14,830,243 Top 36% higher than 64% 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

Sugaroak Holdings, 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. Sugaroak Holdings, 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

  • Sugaroak Holdings, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Sugaroak Holdings, Inc. 401(k) Plan reported participants rose from 25 in the plan year 2023 filing to 27 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 161693507 · Sugaroak Holdings, Inc. PY 2024 · 401(k)

Sugaroak Holdings, Inc. 401(k) Plan · $15M · 27 · 64th

  • EOY $15M
  • EOY 27
  • EOY 64th
  • EOY 401(k)
  • EOY near Fisher59, LLC 401(k) Plan
  • EOY ind #9266

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 Manufacturing retirement plans → · Plans in Virginia →

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

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End-of-year total assets ($M) among Sugaroak Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sugaroak Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sugaroak Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 40.590399852264% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.6M $14.8M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 26 $11M
2023 1 25 $13M
2024 1 27 $15M

Sugaroak Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN161693507
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Sugaroak Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sugaroak Holdings, Inc. 401(k) Plan, Total assets ($B): 0.014830243 · Participants: 27Sugaroak Holdings, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Sugaroak Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Sugaroak Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Fisher59, LLC 401(k) Plan in TX ($15M); 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 ($15M 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 Sugaroak Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Sugaroak Holdings, Inc. 401(k) Plan grew sharply - up 16.8% during 2024, from $13M to $15M. Reported net income was $2M.
How have Sugaroak Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sugaroak Holdings, Inc.'s sponsor-wide assets grew 40.6%, from $11M to $15M.
Which 401(k) plans are similar in size to Sugaroak Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fisher59, LLC 401(k) Plan in TX ($15M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Sugaroak Holdings, 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 161693507.

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.