401(k) · DOL Form 5500 · 2024

Sun Realty of Nags Head, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
247
Participants Below avg headcount
33rd
Percentile by assets National rank
$10,723
Avg per participant Low balance/head
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Official DOL plan name: Sun Realty of Nags Head, Inc. 401(k) Plan · Sponsored by Sun Realty of Nags Head, Inc. · North Carolina · Real Estate

$3M in assets, 247 participants

Sun Realty of Nags Head, Inc.'s Sun Realty of Nags Head, Inc. 401(k) Plan reported $3M in total assets and 247 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,391 in Real Estate (4,605 peers)

Coverage in North Carolina

Sun Realty of Nags Head, Inc. 401(k) Plan covers 247 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#2,391
in Real Estate (4,605 peers)
+22.8%
assets growth YoY

Sun Realty of Nags Head, Inc. 401(k) Plan among the smaller filed plans by assets

Sun Realty of Nags Head, Inc. 401(k) Plan vs every filed plan by assets

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

$2,648,680 33rd percentile higher than 33% 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 Realty of Nags Head, Inc. 401(k) 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 Realty of Nags Head, Inc. 401(k) Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sun Realty of Nags Head, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sun Realty of Nags Head, Inc. 401(k) Plan reported participants rose from 227 in the plan year 2023 filing to 247 in the plan year 2024 filing.
  • Sun Realty of Nags Head, Inc. 401(k) Plan reported net income rose from $468K in the plan year 2023 filing to $492K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561271736 · Sun Realty of Nags Head, Inc. PY 2024 · 401(k)

Sun Realty of Nags Head, Inc. 401(k) Plan · $3M · 247 · 33rd

  • PCT $3M
  • PCT 247
  • PCT 33rd
  • PCT 401(k)
  • PCT near Broude Jennings & Mcglinchey PC 401(k) Profit Sharing Plan
  • PCT ind #2391

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 Real Estate retirement plans → · Plans in North Carolina →

Sun Realty of Nags Head, Inc. 401(k) Plan in the asset neighbourhood

Sun Realty of Nags Head, Inc. 401(k) PlanSun Realty of Nags Head, Inc…$3MBroude Jennings & Mcglinchey PC 401(k) Profit Sharing PlanBroude Jennings & Mcglinchey…$3MKingdom Causes 401(k) Plan$3MFile & Servexpress, LLC 401(k) Profit Sharing PlanFile & Servexpress, LLC 401(…$3MProvident Research Inc 401(k) Profit Sharing Plan & TrustProvident Research Inc 401(k…$3M
End-of-year total assets ($M) among Sun Realty of Nags Head, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$492K
Employer EIN561271736
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Realty of Nags Head, Inc.)

Sponsor-wide plan assets over time

All Sun Realty of Nags Head, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.79491186694323% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.69M $2.65M ▲ +56.8%
Year Plans Participants Total Assets
2022 1 127 $2M
2023 1 227 $2M
2024 1 247 $3M

Nearby 401(k) Plans in North Carolina

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

Sun Realty of Nags Head, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Sun Realty of Nags Head, Inc. 401(k) Plan, Total assets ($B): 0.00264868 · Participants: 247Sun Realty of Nags Head, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Sun Realty of Nags Head, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sun Realty of Nags Head, Inc. 401(k) Plan side-by-side with 3 peers →

Sun Realty of Nags Head, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Broude Jennings & Mcglinchey PC 401(k) Profit Sharing Plan in TX ($3M); by covered participants it is Propex 401(k) Savings Plan in TN (247 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (247 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 Realty of Nags Head, Inc. 401(k) Plan assets move in 2024? ▼
Sun Realty of Nags Head, Inc. 401(k) Plan grew sharply - up 22.8% during 2024, from $2M to $3M. Reported net income was $492K.
How have Sun Realty of Nags Head, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Realty of Nags Head, Inc.'s sponsor-wide assets grew 56.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Sun Realty of Nags Head, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Broude Jennings & Mcglinchey PC 401(k) Profit Sharing Plan in TX ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Sun Realty of Nags Head, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Propex 401(k) Savings Plan in TN (247 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 561271736.

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.