401(k) · DOL Form 5500 · 2024

Sun Belle LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
135
Participants Small participant base
70th
Percentile by assets National rank
$147,812
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sun Belle, LLC. 401(k) Profit Sharing Plan · Sponsored by Sun Belle LLC · Illinois · Wholesale Trade

$20M in assets, 135 participants

Sun Belle LLC's Sun Belle, LLC. 401(k) Profit Sharing Plan reported $20M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,027 in Wholesale Trade (6,080 peers)

Coverage in Illinois

Sun Belle, LLC. 401(k) Profit Sharing Plan covers 135 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#4,027
in Wholesale Trade (6,080 peers)
+13.9%
assets growth YoY

Sun Belle, LLC. 401(k) Profit Sharing Plan's outsized position by total assets

Sun Belle, LLC. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,954,625 Top 30% higher than 70% 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

Sun Belle, LLC. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Belle, LLC. 401(k) Profit Sharing Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sun Belle, LLC. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sun Belle, LLC. 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Sun Belle, LLC. 401(k) Profit Sharing Plan reported participants rose from 131 in the plan year 2023 filing to 135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 521469354 · Sun Belle LLC PY 2024 · 401(k)

Sun Belle, LLC. 401(k) Profit Sharing Plan · $20M · 135 · 70th

  • 5500 $20M
  • 5500 135
  • 5500 70th
  • 5500 401(k)
  • 5500 near Beachner Employees Savings and Retirement Plan
  • 5500 ind #4027

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 Wholesale Trade retirement plans → · Plans in Illinois →

Sun Belle, LLC. 401(k) Profit Sharing Plan in the asset neighbourhood

Vineyard Brands Wines, Inc. 401(k) Plan TrustVineyard Brands Wines, Inc. …$20MSun Belle, LLC. 401(k) Profit Sharing PlanSun Belle, LLC. 401(k) Profi…$20MBeachner Employees Savings and Retirement PlanBeachner Employees Savings a…$20MInfoverity Retirement Trust$20MNbs Retirement Readiness Plan$20M
End-of-year total assets ($M) among Sun Belle, LLC. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)N/A
Net Income$2M
Employer EIN521469354
Plan Effective Date2008-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Belle LLC)

Sponsor-wide plan assets over time

All Sun Belle LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 24.359424748794538% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $20M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 139 $16M
2023 1 131 $18M
2024 2 135 $20M

Nearby 401(k) Plans in Illinois

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

Sun Belle, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Sun Belle, LLC. 401(k) Profit Sharing Plan, Total assets ($B): 0.019954625 · Participants: 135Sun Belle, LLC. 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Sun Belle, LLC. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sun Belle, LLC. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sun Belle, LLC. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Beachner Employees Savings and Retirement Plan in KS ($20M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Sun Belle, LLC. 401(k) Profit Sharing Plan assets move in 2024? ▼
Sun Belle, LLC. 401(k) Profit Sharing Plan grew at a solid clip - up 13.9% during 2024, from $18M to $20M. Reported net income was $2M.
How have Sun Belle LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Belle LLC's sponsor-wide assets grew 24.4%, from $16M to $20M.
Which 401(k) plans are similar in size to Sun Belle, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beachner Employees Savings and Retirement Plan in KS ($20M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Sun Belle, LLC. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 participants, N/A 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 521469354.

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.