401(k) · DOL Form 5500 · 2024

Sunrise Bank 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
57
Participants Small participant base
45th
Percentile by assets National rank
$105,917
Avg per participant Below avg balance/head
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Official DOL plan name: Sunrise Bank Ksop · Sponsored by Sunrise Bank · Florida · Finance & Insurance

$6M in assets, 57 participants

Sunrise Bank's Sunrise Bank Ksop reported $6M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,650 in Finance & Insurance (8,549 peers)

Sunrise Bank multi-year trail

Sunrise Bank's plans moved +34.4% in assets from 2022 to 2024; this filing shows Sunrise Bank Ksop at $6M / 57 participants.

#2,650
in Finance & Insurance (8,549 peers)
+24.0%
assets growth YoY

Sunrise Bank Ksop's mid-pack asset rank among Finance & Insurance and all filers

Sunrise Bank Ksop vs every filed plan by assets

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

$6,037,288 45th percentile higher than 45% 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

Sunrise Bank Ksop among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunrise Bank Ksop is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunrise Bank Ksop reported net income rose from $378K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sunrise Bank Ksop end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 203037210 · Sunrise Bank PY 2024 · 401(k)

Sunrise Bank Ksop · $6M · 57 · 45th

  • PART $6M
  • PART 57
  • PART 45th
  • PART 401(k)
  • PART near Altman & Barrett Architects, P.C. Retirement Savings Plan
  • PART ind #2650

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 Finance & Insurance retirement plans → · Plans in Florida →

Sunrise Bank Ksop in the asset neighbourhood

Sunrise Bank Ksop$6MAltman & Barrett Architects, P.C. Retirement Savings PlanAltman & Barrett Architects,…$6MThe Lester Group 401(k) Plan$6MXanitos Inc. 401(k) Profit Sharing Plan and TrustXanitos Inc. 401(k) Profit S…$6MSprintz Furniture Showroom, Inc. 401(k) Profit Sharing PlanSprintz Furniture Showroom, …$6M
End-of-year total assets ($M) among Sunrise Bank Ksop and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sunrise Bank multi-year asset trail

Sponsor-wide plan assets over time

All Sunrise Bank plans reported in each filing year

Latest sponsor-wide plan assets
$6M 34.44827061718321% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.49M $6.04M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 45 $4M
2023 1 57 $5M
2024 1 57 $6M

Sunrise Bank filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN203037210
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sunrise Bank Ksop vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sunrise Bank Ksop, Total assets ($B): 0.006037288 · Participants: 57Sunrise Bank KsopL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sunrise Bank Ksop vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sunrise Bank Ksop side-by-side with 3 peers →

Sunrise Bank Ksop's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Altman & Barrett Architects, P.C. Retirement Savings Plan in GA ($6M); by covered participants it is Cvc Credit Partners, LLC 401(k) Plan in NY (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Sunrise Bank Ksop assets move in 2024? ▼
Sunrise Bank Ksop grew sharply - up 24.0% during 2024, from $5M to $6M. Reported net income was $1M.
How have Sunrise Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Bank's sponsor-wide assets grew 34.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Sunrise Bank Ksop? ▼
Among 401(k) plans in other states, the closest by assets is Altman & Barrett Architects, P.C. Retirement Savings Plan in GA ($6M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Bank Ksop? ▼
Among 401(k) plans in other states, the closest by covered participants is Cvc Credit Partners, LLC 401(k) Plan in NY (57 participants, $18M 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 203037210.

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.