401(k) · DOL Form 5500 · 2023

Sunlight Financial Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
224
Participants Below avg headcount
51st
Percentile by assets National rank
$30,685
Avg per participant Low balance/head
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Official DOL plan name: Sunlight Financial Holdings, Inc. 401(k) Retirement Plan · Sponsored by Sunlight Financial Holdings, Inc. · New York · Finance & Insurance

$7M in assets, 224 participants

Sunlight Financial Holdings, Inc.'s Sunlight Financial Holdings, Inc. 401(k) Retirement Plan reported $7M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,213 in Finance & Insurance (8,869 peers)

Coverage in New York

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan covers 224 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $7M.

#3,213
in Finance & Insurance (8,869 peers)
+37.2%
assets growth YoY

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,873,356 Top 49% higher than 51% of 127,068 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 2023

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunlight Financial Holdings, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sunlight Financial Holdings, Inc. 401(k) Retirement Plan reported net income rose from $442K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sunlight Financial Holdings, Inc. 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sunlight Financial Holdings, Inc. 401(k) Retirement Plan reported participants rose from 195 in the plan year 2022 filing to 224 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 465653713 · Sunlight Financial Holdings, Inc. PY 2023 · 401(k)

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan · $7M · 224 · 51st

  • EBSA $7M
  • EBSA 224
  • EBSA 51st
  • EBSA 401(k)
  • EBSA near Edge Autonomy Retirement Plan
  • EBSA ind #3213

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 New York →

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan in the asset neighbourhood

Sunlight Financial Holdings, Inc. 401(k) Retirement PlanSunlight Financial Holdings,…$7MEdge Autonomy Retirement Plan$7MHollins Management Group, Inc.401(k) PlanHollins Management Group, In…$7MBrown Industries, LLC 401(k) PlanBrown Industries, LLC 401(k)…$7MMainstreet, Insite, Gencap 401(k) PlanMainstreet, Insite, Gencap 4…$7M
End-of-year total assets ($M) among Sunlight Financial Holdings, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN465653713
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunlight Financial Holdings, Inc.)

Sponsor-wide plan assets over time

All Sunlight Financial Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 55.88847533345027% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.01M $7.81M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 195 $5M
2023 1 224 $7M
2024 1 133 $8M

Nearby 401(k) Plans in New York

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

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sunlight Financial Holdings, Inc. 401(k) Retirement Plan, Total assets ($B): 0.006873356 · Participants: 224Sunlight Financial Holdings, Inc. 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sunlight Financial Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sunlight Financial Holdings, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Edge Autonomy Retirement Plan in CA ($7M); by covered participants it is Egomotion Corp. 401(k) Plan in CA (224 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sunlight Financial Holdings, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Sunlight Financial Holdings, Inc. 401(k) Retirement Plan surged - up 37.2% during 2023, from $5M to $7M. Reported net income was $2M.
How have Sunlight Financial Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunlight Financial Holdings, Inc.'s sponsor-wide assets grew 55.9%, from $5M to $8M.
Which 401(k) plans are similar in size to Sunlight Financial Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edge Autonomy Retirement Plan in CA ($7M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Sunlight Financial Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Egomotion Corp. 401(k) Plan in CA (224 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 465653713.

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.