401(k) · DOL Form 5500 · 2024

Sunshine Retirement Living LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
1,500
Participants Near avg headcount
48th
Percentile by assets National rank
$4,603
Avg per participant Low balance/head
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Official DOL plan name: Sunshine Retirement Living LLC 401(k) Plan · Sponsored by Sunshine Retirement Living LLC · Oregon · Food Services & Accommodation

$7M in assets, 1,500 participants

Sunshine Retirement Living LLC's Sunshine Retirement Living LLC 401(k) Plan reported $7M in total assets and 1,500 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,942 in Food Services & Accommodation (3,672 peers)

Coverage in Oregon

Sunshine Retirement Living LLC 401(k) Plan covers 1,500 participants in Oregon, 3.4x the typical Oregon plan (state average ~443 per filing). Assets: $7M.

#2,942
in Food Services & Accommodation (3,672 peers)
+19.5%
assets growth YoY

Sunshine Retirement Living LLC 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Sunshine Retirement Living LLC 401(k) Plan vs every filed plan by assets

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

$6,904,407 48th percentile higher than 48% 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

Sunshine Retirement Living LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunshine Retirement Living LLC 401(k) Plan lands in the large band (1,500 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunshine Retirement Living LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sunshine Retirement Living LLC 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Sunshine Retirement Living LLC 401(k) Plan reported participants rose from 1,404 in the plan year 2023 filing to 1,500 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 272259301 · Sunshine Retirement Living LLC PY 2024 · 401(k)

Sunshine Retirement Living LLC 401(k) Plan · $7M · 1,500 · 48th

  • 5500 $7M
  • ASSETS 1,500
  • PCT 48th
  • EIN 401(k)
  • RANK near Dental Health Professionals, P.C. New Comparability 401(k) Profit Sharing Plan
  • PHOTO ind #2942

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 Food Services & Accommodation retirement plans → · Plans in Oregon →

Sunshine Retirement Living LLC 401(k) Plan in the asset neighbourhood

Droneup 401(k) & Profit Sharing PlanDroneup 401(k) & Profit Shar…$7MNorman N. Hoffman, M.D., Inc. 401(k) Profit Sharing PlanNorman N. Hoffman, M.D., Inc…$7MSunshine Retirement Living LLC 401(k) PlanSunshine Retirement Living L…$7MDental Health Professionals, P.C. New Comparability 401(k) Profit Sharing PlanDental Health Professionals,…$7MCarrfour Supportive Housing, Inc. 401(k) Profit Sharing PlanCarrfour Supportive Housing,…$7M
End-of-year total assets ($M) among Sunshine Retirement Living LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN272259301
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunshine Retirement Living LLC)

Sponsor-wide plan assets over time

All Sunshine Retirement Living LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 75.68850107152471% vs 2022
2024 filing year
$3M$4M$5M$6M$7M$8M 202220232024 $3.93M $6.9M ▲ +75.6%
Year Plans Participants Total Assets
2022 1 1,453 $4M
2023 1 1,404 $6M
2024 1 1,500 $7M

Nearby 401(k) Plans in Oregon

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

Sunshine Retirement Living LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Sunshine Retirement Living LLC 401(k) Plan, Total assets ($B): 0.006904407 · Participants: 1500Sunshine Retirement Living LLC 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Sunshine Retirement Living LLC 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Sunshine Retirement Living LLC 401(k) Plan side-by-side with 3 peers →

Sunshine Retirement Living LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Dental Health Professionals, P.C. New Comparability 401(k) Profit Sharing Plan in MA ($7M); by covered participants it is The Millennium Group, Inc. 401(k) Plan in NJ (1,500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,500 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 Sunshine Retirement Living LLC 401(k) Plan assets move in 2024? ▼
Sunshine Retirement Living LLC 401(k) Plan grew sharply - up 19.5% during 2024, from $6M to $7M. Reported net income was $1M.
How have Sunshine Retirement Living LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunshine Retirement Living LLC's sponsor-wide assets grew 75.7%, from $4M to $7M.
Which 401(k) plans are similar in size to Sunshine Retirement Living LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dental Health Professionals, P.C. New Comparability 401(k) Profit Sharing Plan in MA ($7M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Sunshine Retirement Living LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Millennium Group, Inc. 401(k) Plan in NJ (1,500 participants, $15M 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 272259301.

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.