401(k) · DOL Form 5500 · 2024

Sundream, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
25th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sundream, Inc. 401(k) Plan · Sponsored by Sundream, Inc. · Florida · Other Services

$1M in assets, N/A participants

Sundream, Inc.'s Sundream, Inc. 401(k) Plan reported $1M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,840 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Sundream, Inc. 401(k) Plan ranks #3,840 of 7,719 2024 filers by assets (1549% of the sector average)-$1M for N/A participants.

#3,840
in Other Services (7,719 peers)
-12.1%
assets change YoY

The plan reported a net loss of $178K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sundream, Inc. 401(k) Plan among the smaller filed plans by assets

Sundream, Inc. 401(k) Plan vs every filed plan by assets

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

$1,295,324 25th percentile higher than 25% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sundream, Inc. 401(k) Plan reported net income fell from -$56K in the plan year 2023 filing to -$178K in the plan year 2024 filing.
  • Sundream, Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 873211420 · Sundream, Inc. PY 2024 · 401(k)

Sundream, Inc. 401(k) Plan · $1M · N/A · 25th

  • PCT $1M
  • PCT N/A
  • PCT 25th
  • PCT 401(k)
  • PCT near Legacy Restaurant Group, L.L.C. Profit Sharing 401(k) Plan
  • PCT ind #3840

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 Other Services retirement plans → · Plans in Florida →

Sundream, Inc. 401(k) Plan in the asset neighbourhood

Sundream, Inc. 401(k) Plan$1MLegacy Restaurant Group, L.L.C. Profit Sharing 401(k) PlanLegacy Restaurant Group, L.L…$1MLockshield Holdings, Inc. 401(k) PlanLockshield Holdings, Inc. 40…$1MThe Az Now Inc. Retirement PlanThe Az Now Inc. Retirement P…$1MSierra Nevada Photographic, Inc. 401(k) PlanSierra Nevada Photographic, …$1M
End-of-year total assets ($M) among Sundream, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$178K
Employer EIN873211420
Plan Effective Date2021-10-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Sundream, Inc.)

Sponsor-wide plan assets over time

All Sundream, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 15.285146235546488% vs 2022
2024 filing year
$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.53M $1.3M ▼ -15.0%
Year Plans Participants Total Assets
2022 1 1 $2M
2023 1 N/A $1M
2024 1 N/A $1M

Nearby 401(k) Plans in Florida

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

Sundream, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sundream, Inc. 401(k) Plan, Total assets ($B): 0.001295324 · Participants: 0Sundream, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sundream, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Sundream, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Florida, the nearest 401(k) by end-of-year assets is Legacy Restaurant Group, L.L.C. Profit Sharing 401(k) Plan in KS at $1M (this filing: $1M).

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 Sundream, Inc. 401(k) Plan assets move in 2024?
Sundream, Inc. 401(k) Plan pulled back noticeably - down 12.1% during 2024, from $1M to $1M. Reported net income was -$178K.
How have Sundream, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sundream, Inc.'s sponsor-wide assets declined 15.3%, from $2M to $1M.
Where does Sundream, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Sundream, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Sundream, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Legacy Restaurant Group, L.L.C. Profit Sharing 401(k) Plan in KS ($1M, 472 participants).