Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Sunbury Motor Company 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sunbury Motor Company · Pennsylvania · Retail Trade

What the 2023 filing shows

Sunbury Motor Company 401(k) Retirement Plan holds $13M for 145 participants — about $88,027 per participant, up 4.5% over the 2024 plan year.

$13M
total plan assets (2024 EOY)
145
covered participants
$88,027
avg assets per participant
+4.5%
assets growth YoY
Total Assets (2023)
$13M
Participants
145
State
Industry
Retail Trade

What the Filing Says About Sunbury Motor Company 401(k) Retirement Plan

Sunbury Motor Company 401(k) Retirement Plan is a Profit Sharing retirement plan sponsored by Sunbury Motor Company, headquartered in Pennsylvania. As of the 2024 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 145 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 231657268, and the plan has been effective since 1996-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2024 to $13M at year-end — a gain of 4.5%. Net assets (after liabilities) closed the year at $13M, with reported net income of $554K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$12M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$554K
Plan TypeProfit Sharing
Employer EIN231657268
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunbury Motor Company)

Year Plans Participants Total Assets
2022 1 142 $11M
2023 1 145 $12M
2024 1 145 $13M

Nearby Profit Sharing Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the Sunbury Motor Company 401(k) Retirement Plan?
As of the 2024 Form 5500 filing, Sunbury Motor Company 401(k) Retirement Plan holds $13M in total assets with 145 participants. It is sponsored by Sunbury Motor Company.
What type of plan is Sunbury Motor Company 401(k) Retirement Plan?
Sunbury Motor Company 401(k) Retirement Plan is a Profit Sharing plan. It has been effective since 1996-01-01. The plan is filed with the U.S. Department of Labor under EIN 231657268.
Who sponsors the Sunbury Motor Company 401(k) Retirement Plan?
Sunbury Motor Company 401(k) Retirement Plan is sponsored by Sunbury Motor Company, located in Pennsylvania. The sponsor's EIN is 231657268 and the plan operates in the Retail Trade industry.
How did Sunbury Motor Company 401(k) Retirement Plan perform in 2024?
Sunbury Motor Company 401(k) Retirement Plan grew by 4.5% during 2024, moving from $12M to $13M in total assets. Net income was $554K.
Where can I find official filings for Sunbury Motor Company 401(k) Retirement Plan?
Official Form 5500 filings for Sunbury Motor Company 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 231657268 or plan name at efast.dol.gov.
How does Sunbury Motor Company 401(k) Retirement Plan compare to other plans?
You can compare Sunbury Motor Company 401(k) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 231657268.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.