401(k) · DOL Form 5500 · 2023
Sun Mar Healthcare 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 4,947
- Participants Above avg headcount
- 65th
- Percentile by assets National rank
- $2,785
- Avg per participant Low balance/head
Official DOL plan name: Sun Mar Healthcare 401(k) Plan · Sponsored by Sun Mar Healthcare · California · Healthcare & Social Assistance
$14M in assets, 4,947 participants
Sun Mar Healthcare's Sun Mar Healthcare 401(k) Plan reported $14M in total assets and 4,947 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- #12,482 in Healthcare & Social Assistance (17,684 peers)
Coverage in California
Sun Mar Healthcare 401(k) Plan covers 4,947 participants in California, 7.9x the typical California plan (state average ~630 per filing). Assets: $14M.
- #12,482
- in Healthcare & Social Assistance (17,684 peers)
- +29.3%
- assets growth YoY
Sun Mar Healthcare 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sun Mar Healthcare 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,775,324 Top 35% higher than 65% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Sun Mar Healthcare 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Mar Healthcare 401(k) Plan lands in the large band (4,947 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sun Mar Healthcare 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Sun Mar Healthcare 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Sun Mar Healthcare 401(k) Plan reported participants fell from 5,463 in the plan year 2022 filing to 4,947 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 330386387 · Sun Mar Healthcare PY 2023 · 401(k)
Sun Mar Healthcare 401(k) Plan · $14M · 4,947 · 65th
- PHOTO $14M
- PHOTO 4,947
- PHOTO 65th
- PHOTO 401(k)
- PHOTO near Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan
- PHOTO ind #12482
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 Healthcare & Social Assistance retirement plans → · Plans in California →
Sun Mar Healthcare 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 330386387 |
| Plan Effective Date | 2014-11-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sun Mar Healthcare)
Sponsor-wide plan assets over time
All Sun Mar Healthcare plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 20.80212308253288% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,463 | $11M |
| 2023 | 1 | 4,947 | $14M |
| 2024 | 1 | 4,148 | $13M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Sun Mar Healthcare 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Wharton Levin Ehrmantraut & Klein, P.a. Profit Sharing Plan in MD ($14M); by covered participants it is Firstcash 401(k) Profit Sharing Plan in TX (4,947 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (4,947 participants); asset peers above are excluded.
- Firstcash 401(k) Profit Sharing Plan (TX) 4,947 · 0 off
- Perrigo Company Profit-Sharing and Investment Plan (MI) 4,945 · 2 off
- Kirby 401(k) Plan (TX) 4,954 · 7 off
- The Nebraska Furniture Mart, Inc. Profit Sharing Plan (NE) 4,955 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.