401(k) · DOL Form 5500 · 2024
The Sundance Group LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $200,215
- Avg per participant Above avg balance/head
Official DOL plan name: Sundance Group 401(k) Plan · Sponsored by The Sundance Group LLC · Utah · Management of Enterprises
$3M in assets, 13 participants
The Sundance Group LLC's Sundance Group 401(k) Plan reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #243 in Management of Enterprises (1,133 peers)
The Sundance Group LLC multi-year trail
The Sundance Group LLC's plans moved +42.5% in assets from 2022 to 2024; this filing shows Sundance Group 401(k) Plan at $3M / 13 participants.
- #243
- in Management of Enterprises (1,133 peers)
- +25.4%
- assets growth YoY
Sundance Group 401(k) Plan among the smaller filed plans by assets
Sundance Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,602,800 32nd percentile higher than 32% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sundance Group 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. Sundance Group 401(k) Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sundance Group 401(k) Plan reported net income rose from $250K in the plan year 2023 filing to $526K in the plan year 2024 filing.
- Sundance Group 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 841421193 · The Sundance Group LLC PY 2024 · 401(k)
Sundance Group 401(k) Plan · $3M · 13 · 32nd
- ASSETS $3M
- PCT 13
- EIN 32nd
- RANK 401(k)
- PHOTO near Crosspoint 401(k) Retirement Plan
- IND ind #243
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 Management of Enterprises retirement plans → · Plans in Utah →
Sundance Group 401(k) Plan in the asset neighbourhood
The Sundance Group LLC multi-year asset trail
Sponsor-wide plan assets over time
All The Sundance Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 42.508997153433704% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $2M |
| 2023 | 1 | 13 | $2M |
| 2024 | 1 | 13 | $3M |
The Sundance Group LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $526K |
| Employer EIN | 841421193 |
| Plan Effective Date | 2021-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
Sundance Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Crosspoint 401(k) Retirement Plan in IL ($3M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Crosspoint 401(k) Retirement Plan (IL) $3M · 112
- The Family 401(k) Plan (CA) $3M · 1,127
- Crawford Tracey Corporation Profit Sharing Plan (FL) $3M · 101
- Midwest Health Services, Inc. Safe Harbor 401(k) Plan (OH) $3M · 642
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.