Profit Sharing · DOL Form 5500 · 2024
Sullivan Investment Co., Inc. Profit Sharing Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 1,224
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $84,093
- Avg per participant Below avg balance/head
Official DOL plan name: Sullivan Companies Retirement Trust · Sponsored by Sullivan Investment Co., Inc. · Massachusetts · Retail Trade
$103M in assets, 1,224 participants
Sullivan Investment Co., Inc.'s Sullivan Companies Retirement Trust reported $103M in total assets and 1,224 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,620 in Retail Trade (8,048 peers)
Where Sullivan Companies Retirement Trust sits by assets
Sullivan Companies Retirement Trust sits in the top 10% of all filed plans by assets, $103M for 1,224 participants (~$84,093/participant), up 10.1% in 2024.
- #7,620
- in Retail Trade (8,048 peers)
- +10.1%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Sullivan Companies Retirement Trust's outsized position by total assets
Sullivan Companies Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$102,929,268 Top 9% higher than 91% 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
Sullivan Companies Retirement Trust'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. Sullivan Companies Retirement Trust lands in the large band (1,224 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sullivan Companies Retirement Trust reported net income fell from $14M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Sullivan Companies Retirement Trust end-of-year assets rose from $93M in the plan year 2023 filing to $103M in the plan year 2024 filing.
- Sullivan Companies Retirement Trust reported participants rose from 1,148 in the plan year 2023 filing to 1,224 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042682840 · Sullivan Investment Co., Inc. PY 2024 · Profit Sharing
Sullivan Companies Retirement Trust · $103M · 1,224 · 91st
- EBSA $103M
- PART 1,224
- TYPE 91st
- NET Profit Sharing
- BOOK near Tgs Management Company LLC Profit Sharing Plan
- VS-ST ind #7620
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 Retail Trade retirement plans → · Plans in Massachusetts →
Sullivan Companies Retirement Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | $9M |
| Employer EIN | 042682840 |
| Plan Effective Date | 1971-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sullivan Investment Co., Inc.)
Sponsor-wide plan assets over time
All Sullivan Investment Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 44.14723266504721% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,083 | $79M |
| 2023 | 2 | 1,272 | $104M |
| 2024 | 2 | 2,710 | $114M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Sullivan Companies Retirement Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Tgs Management Company LLC Profit Sharing Plan in NJ ($103M); by covered participants it is Brown Physicians, Inc. 401(a) Plan in RI (1,225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- Tgs Management Company LLC Profit Sharing Plan (NJ) $103M · 135
- Simplicityhr 401(k) Retirement Savings Plan (HI) $102M · 1,505
- U.a. Plumbers & Steamfitters Local 22 Annuity Fund (NY) $102M · 809
- Cognia ERISA 403(b) Plan (GA) $102M · 428
Similar participant headcount
Nearest other-state filings by covered participants (1,224 participants); asset peers above are excluded.
- Brown Physicians, Inc. 401(a) Plan (RI) 1,225 · 1 off
- Operating Engineers Local 649 Annuity Trust Fund (IL) 1,225 · 1 off
- Ons Savings Plan (CT) 1,230 · 6 off
- The Local 7 Tile Industry Annuity Fund (NY) 1,234 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.