401(k) · DOL Form 5500 · 2024

Sunrise Management Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
146
Participants Small participant base
38th
Percentile by assets National rank
$26,719
Avg per participant Low balance/head
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Official DOL plan name: Sunrise Management Group 401(k) Safe Harbor Plan · Sponsored by Sunrise Management Group, Inc. · Mississippi · Information & Media

$4M in assets, 146 participants

Sunrise Management Group, Inc.'s Sunrise Management Group 401(k) Safe Harbor Plan reported $4M in total assets and 146 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #619 in Information & Media (2,822 peers)

Coverage in Mississippi

Sunrise Management Group 401(k) Safe Harbor Plan covers 146 participants in Mississippi, about 40% of the average Mississippi filer (state average ~366 per filing). Assets: $4M.

#619
in Information & Media (2,822 peers)
+25.8%
assets growth YoY

Sunrise Management Group 401(k) Safe Harbor Plan's mid-pack asset rank among Information & Media and all filers

Sunrise Management Group 401(k) Safe Harbor Plan vs every filed plan by assets

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

$3,900,992 38th percentile higher than 38% 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 Management Group 401(k) Safe Harbor 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. Sunrise Management Group 401(k) Safe Harbor Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunrise Management Group 401(k) Safe Harbor Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Sunrise Management Group 401(k) Safe Harbor Plan reported participants rose from 141 in the plan year 2023 filing to 146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 812458360 · Sunrise Management Group, Inc. PY 2024 · 401(k)

Sunrise Management Group 401(k) Safe Harbor Plan · $4M · 146 · 38th

  • BOOK $4M
  • VS-ST 146
  • BOY 38th
  • SCH 401(k)
  • EBSA near Alliance North America, Inc. 401(k) Profit Sharing Plan and T
  • PART ind #619

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 Information & Media retirement plans → · Plans in Mississippi →

Sunrise Management Group 401(k) Safe Harbor Plan in the asset neighbourhood

Sunrise Management Group 401(k) Safe Harbor PlanSunrise Management Group 401…$4MAlliance North America, Inc. 401(k) Profit Sharing Plan and TAlliance North America, Inc.…$4MMessmer Mechanical, Inc. 401(k) PlanMessmer Mechanical, Inc. 401…$4MOffshore Technical Compliance 401(k) PlanOffshore Technical Complianc…$4MForetravel, Inc. 401(k) Retirement PlanForetravel, Inc. 401(k) Reti…$4M
End-of-year total assets ($M) among Sunrise Management Group 401(k) Safe Harbor Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mississippi filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$800K
Employer EIN812458360
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunrise Management Group, Inc.)

Sponsor-wide plan assets over time

All Sunrise Management Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 68.4118184671428% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.32M $3.9M ▲ +68.1%
Year Plans Participants Total Assets
2022 1 129 $2M
2023 1 141 $3M
2024 1 146 $4M

Nearby 401(k) Plans in Mississippi

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

Sunrise Management Group 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Sunrise Management Group 401(k) Safe Harbor Plan, Total assets ($M): 3.900992 · Participants: 146Sunrise Management Group 401(k) Safe Harbor PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Sunrise Management Group 401(k) Safe Harbor Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Sunrise Management Group 401(k) Safe Harbor Plan side-by-side with 3 peers →

Sunrise Management Group 401(k) Safe Harbor Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Alliance North America, Inc. 401(k) Profit Sharing Plan and T in CA ($4M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Management Group 401(k) Safe Harbor Plan assets move in 2024? ▼
Sunrise Management Group 401(k) Safe Harbor Plan grew sharply - up 25.8% during 2024, from $3M to $4M. Reported net income was $800K.
How have Sunrise Management Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunrise Management Group, Inc.'s sponsor-wide assets grew 68.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Sunrise Management Group 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliance North America, Inc. 401(k) Profit Sharing Plan and T in CA ($4M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Management Group 401(k) Safe Harbor Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (146 participants, $3M 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 812458360.

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.