Profit Sharing · DOL Form 5500 · 2024
Sullivan Investment Co., Inc. Profit Sharing Plan
Data updated 2026-08-11
- $103M
- Total assets
- 1,224
- Participants
- 91st
- Percentile by assets
- $84,093
- Avg per participant
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.
- 91st percentile by assets (of 123,622 plans)
- #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.
- $103M
- total plan assets (2024 EOY)
- 1,224
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $84,093
- avg assets per participant
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.
Sullivan Companies Retirement Trust vs the 2024 asset distribution
By assets, Sullivan Companies Retirement Trust outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
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.)
| 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.
Sullivan Companies Retirement Trust vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Sullivan Companies Retirement Trust by total assets, not by location.
- 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
Frequently Asked Questions
How did Sullivan Companies Retirement Trust assets move in 2024? ▼
How have Sullivan Investment Co., Inc. plan assets changed over time? ▼
Where does Sullivan Companies Retirement Trust rank by assets among Form 5500 filers? ▼
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Next read for Sullivan Companies Retirement Trust
Scale reading
Ways to act on Sullivan Companies Retirement Trust's numbers.
- By total assets, Sullivan Companies Retirement Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- Sullivan Investment Co., Inc.'s sponsor-wide assets have grown 44.1% since 2022 across 3 plan years on file. More Retail Trade plans