401(k) · DOL Form 5500 · 2024

Sulloway & Hollis, P.L.L.C. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
43
Participants Small participant base
69th
Percentile by assets National rank
$429,142
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sulloway & Hollis 401(k) Retirement Plan & Trust · Sponsored by Sulloway & Hollis, P.L.L.C. · New Hampshire · Professional & Technical Services

$18M in assets, 43 participants

Sulloway & Hollis, P.L.L.C.'s Sulloway & Hollis 401(k) Retirement Plan & Trust reported $18M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,693 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Sulloway & Hollis 401(k) Retirement Plan & Trust holds $18M for 43 participants - about $429,142 per participant, above the median plan by assets.

#13,693
in Professional & Technical Services (20,173 peers)
-4.3%
assets change YoY

The plan reported a net loss of $828K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sulloway & Hollis 401(k) Retirement Plan & Trust's outsized position by total assets

Sulloway & Hollis 401(k) Retirement Plan & Trust vs every filed plan by assets

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

$18,453,105 Top 31% higher than 69% 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

Sulloway & Hollis 401(k) Retirement Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sulloway & Hollis 401(k) Retirement Plan & Trust is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sulloway & Hollis 401(k) Retirement Plan & Trust reported net income fell from $2M in the plan year 2023 filing to -$828K in the plan year 2024 filing.
  • Sulloway & Hollis 401(k) Retirement Plan & Trust reported participants fell from 65 in the plan year 2023 filing to 43 in the plan year 2024 filing.
  • Sulloway & Hollis 401(k) Retirement Plan & Trust end-of-year assets fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 020227234 · Sulloway & Hollis, P.L.L.C. PY 2024 · 401(k)

Sulloway & Hollis 401(k) Retirement Plan & Trust · $18M · 43 · 69th

  • IND $18M
  • IND 43
  • IND 69th
  • IND 401(k)
  • IND near Indiana Furniture Companies Employee 401(k) Plan
  • IND ind #13693

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 Professional & Technical Services retirement plans → · Plans in New Hampshire →

Sulloway & Hollis 401(k) Retirement Plan & Trust in the asset neighbourhood

Rts Holdings, LLC 401(k) Retirement PlanRts Holdings, LLC 401(k) Ret…$18MSulloway & Hollis 401(k) Retirement Plan & TrustSulloway & Hollis 401(k) Ret…$18MIndiana Furniture Companies Employee 401(k) PlanIndiana Furniture Companies …$18MTexas Trust Credit Union Employees' 401(k) PlanTexas Trust Credit Union Emp…$18MCic Innovation Services, LLC 401(k) PlanCic Innovation Services, LLC…$18M
End-of-year total assets ($M) among Sulloway & Hollis 401(k) Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$828K
Employer EIN020227234
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sulloway & Hollis, P.L.L.C.)

Sponsor-wide plan assets over time

All Sulloway & Hollis, P.L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 4.345522684801298% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M$19.5M 202220232024 $17.7M $18.5M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 56 $18M
2023 1 65 $19M
2024 1 43 $18M

Nearby 401(k) Plans in New Hampshire

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

Sulloway & Hollis 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Sulloway & Hollis 401(k) Retirement Plan & Trust, Total assets ($M): 18.453105 · Participants: 43Sulloway & Hollis 401(k) Retirement Plan & TrustC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Sulloway & Hollis 401(k) Retirement Plan & Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Sulloway & Hollis 401(k) Retirement Plan & Trust side-by-side with 3 peers →

Sulloway & Hollis 401(k) Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Indiana Furniture Companies Employee 401(k) Plan in IN ($18M); by covered participants it is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Sulloway & Hollis 401(k) Retirement Plan & Trust assets move in 2024? ▼
Sulloway & Hollis 401(k) Retirement Plan & Trust edged down modestly - down 4.3% during 2024, from $19M to $18M. Reported net income was -$828K.
How have Sulloway & Hollis, P.L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sulloway & Hollis, P.L.L.C.'s sponsor-wide assets grew 4.3%, from $18M to $18M.
Which 401(k) plans are similar in size to Sulloway & Hollis 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Indiana Furniture Companies Employee 401(k) Plan in IN ($18M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Sulloway & Hollis 401(k) Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants, $3M 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 020227234.

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.