401(k) · DOL Form 5500 · 2024
Sunrise Senior Living, LLC 401(k) Plan
Data updated 2026-08-25
- $360M
- Total assets Above avg plan size
- 18,483
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $19,483
- Avg per participant Low balance/head
Official DOL plan name: Sunrise Senior Living 401(k) Plan · Sponsored by Sunrise Senior Living, LLC · Virginia · Healthcare & Social Assistance
$360M in assets, 18,483 participants
Sunrise Senior Living, LLC's Sunrise Senior Living 401(k) Plan reported $360M in total assets and 18,483 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,323 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Sunrise Senior Living 401(k) Plan covers 18,483 participants in Virginia, 24x the typical Virginia plan (state average ~782 per filing). Assets: $360M.
- #16,323
- in Healthcare & Social Assistance (16,916 peers)
- +8.0%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Sunrise Senior Living 401(k) Plan's outsized position by total assets
Sunrise Senior Living 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$360,105,590 Top 4% higher than 96% 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
Sunrise Senior Living 401(k) Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunrise Senior Living 401(k) Plan is a mega filing (18,483 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sunrise Senior Living 401(k) Plan reported net income fell from $44M in the plan year 2023 filing to $27M in the plan year 2024 filing.
- Sunrise Senior Living 401(k) Plan end-of-year assets rose from $333M in the plan year 2023 filing to $360M in the plan year 2024 filing.
- Sunrise Senior Living 401(k) Plan reported participants fell from 19,826 in the plan year 2023 filing to 18,483 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 541746596 · Sunrise Senior Living, LLC PY 2024 · 401(k)
Sunrise Senior Living 401(k) Plan · $360M · 18,483 · 96th
- EIN $360M
- EIN 18,483
- EIN 96th
- EIN 401(k)
- EIN near Logitech 401(k) Plan
- EIN ind #16323
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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Sunrise Senior Living 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $333M |
|---|---|
| Net Assets (End of Year) | $360M |
| Net Income | $27M |
| Employer EIN | 541746596 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunrise Senior Living, LLC)
Sponsor-wide plan assets over time
All Sunrise Senior Living, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $360M 24.357651848065707% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 20,629 | $290M |
| 2023 | 1 | 19,826 | $333M |
| 2024 | 1 | 18,483 | $360M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Scale composition for Sunrise Senior Living 401(k) Plan
Sunrise Senior Living 401(k) Plan reports $360M in end-of-year assets across 18,483 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $19,483 per participant (14% of the national average assets-per-participant) . Net income for plan year 2024 was $27M.
This plan identity (EIN 541746596, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $290M to $360M (+24.4%) while covered participants moved from 20,629 to 18,483 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 20,629 | $290M | Open filing |
| 2023 | 19,826 | $333M | Open filing |
| 2024 · index core | 18,483 | $360M | This page |
Sunrise Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Logitech 401(k) Plan in CA ($360M); by covered participants it is Piedmont Airlines Inc. Employee Savings Plan in MD (18,434 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($360M here).
- Logitech 401(k) Plan (CA) $360M · 1,180
- The Oregon Clinic, P.C. Retirement Plan (OR) $360M · 1,332
- Billerud Americas Corporation Retirement Savings Plan for Non Union Employees (OH) $360M · 881
- Penske Logistics Retirement Savings Plan (PA) $360M · 5,543
Similar participant headcount
Nearest other-state filings by covered participants (18,483 participants); asset peers above are excluded.
- Piedmont Airlines Inc. Employee Savings Plan (MD) 18,434 · 49 off
- The Fidelity National Financial Group 401(k) Profit Sharing Plan (FL) 18,430 · 53 off
- Sap America, Inc. 401(k) Plan (PA) 18,420 · 63 off
- Henry Ford Health System Ambassador 403(b) Plan (MI) 18,400 · 83 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.