401(k) · DOL Form 5500 · 2023

Sunny Express Logistics Inc. 401(k) Plan

Data updated 2026-08-25

$765K
Total assets Small plan by assets
9
Participants Small participant base
21st
Percentile by assets National rank
$85,045
Avg per participant Below avg balance/head
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Official DOL plan name: Sunny Express 401(k) · Sponsored by Sunny Express Logistics Inc. · New York · Transportation & Warehousing

$765K in assets, 9 participants

Sunny Express Logistics Inc.'s Sunny Express 401(k) reported $765K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #733 in Transportation & Warehousing (3,362 peers)

Sunny Express Logistics Inc. multi-year trail

Sunny Express Logistics Inc.'s plans moved +17.4% in assets from 2022 to 2024; this filing shows Sunny Express 401(k) at $765K / 9 participants.

#733
in Transportation & Warehousing (3,362 peers)
+27.1%
assets growth YoY

Sunny Express 401(k) among the smaller filed plans by assets

Sunny Express 401(k) vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$765,408 21st percentile higher than 21% of 127,068 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 2023

Sunny Express 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunny Express 401(k) is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunny Express 401(k) reported participants rose from 2 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Sunny Express 401(k) end-of-year assets rose from $602K in the plan year 2022 filing to $765K in the plan year 2023 filing.
  • Sunny Express 401(k) reported net income fell from $196K in the plan year 2022 filing to $163K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 851214792 · Sunny Express Logistics Inc. PY 2023 · 401(k)

Sunny Express 401(k) · $765K · 9 · 21st

  • PART $765K
  • TYPE 9
  • NET 21st
  • BOOK 401(k)
  • VS-ST near Richfield 1 Retirement Plan
  • BOY ind #733

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 Transportation & Warehousing retirement plans → · Plans in New York →

Sunny Express 401(k) in the asset neighbourhood

Sunny Express 401(k)$765KRichfield 1 Retirement Plan$765KThe Holt Corporation 401(k) PlanThe Holt Corporation 401(k) …$765KSanni, Seif and Sons, Inc. 401(k) PlanSanni, Seif and Sons, Inc. 4…$766KDkp Enterprises Inc. Retirement PlanDkp Enterprises Inc. Retirem…$766K
End-of-year total assets ($M) among Sunny Express 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sunny Express Logistics Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sunny Express Logistics Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$707K 17.37889608178304% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.6M $0.71M ▲ +18.3%
Year Plans Participants Total Assets
2022 1 2 $602K
2023 1 9 $765K
2024 1 10 $707K

Sunny Express Logistics Inc. filing trail (2023)

Total Assets (Beginning of Year)$602K
Net Assets (End of Year)$765K
Net Income$163K
Employer EIN851214792
Plan Effective Date2020-06-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Sunny Express 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sunny Express 401(k), Total assets ($B): 0.000765408 · Participants: 9Sunny Express 401(k)IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sunny Express 401(k) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sunny Express 401(k) side-by-side with 3 peers →

Sunny Express 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Richfield 1 Retirement Plan in WI ($765K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($765K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sunny Express 401(k) assets move in 2023? ▼
Sunny Express 401(k) grew sharply - up 27.1% during 2023, from $602K to $765K. Reported net income was $163K.
How have Sunny Express Logistics Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunny Express Logistics Inc.'s sponsor-wide assets grew 17.4%, from $602K to $707K.
Where does Sunny Express 401(k) rank by assets among Form 5500 filers? ▼
Sunny Express 401(k) ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sunny Express 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Richfield 1 Retirement Plan in WI ($765K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Sunny Express 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 851214792.

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.