401(k) · DOL Form 5500 · 2022
Sun Mar Healthcare 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 5,463
- Participants Above avg headcount
- 66th
- Percentile by assets National rank
- $1,950
- 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
$11M in assets, 5,463 participants
Sun Mar Healthcare's Sun Mar Healthcare 401(k) Plan reported $11M in total assets and 5,463 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.
- #14,342 in Healthcare & Social Assistance (20,060 peers)
Coverage in California
Sun Mar Healthcare 401(k) Plan covers 5,463 participants in California, 8.7x the typical California plan (state average ~630 per filing). Assets: $11M.
- #14,342
- in Healthcare & Social Assistance (20,060 peers)
- -17.2%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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 2022 · DOL Form 5500
$10,651,682 Top 34% higher than 66% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sun Mar Healthcare 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 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 (5,463 participants).
Form 5500 schedule snapshot
Filing strip 330386387 · Sun Mar Healthcare PY 2022 · 401(k)
Sun Mar Healthcare 401(k) Plan · $11M · 5,463 · 66th
- 5500 $11M
- ASSETS 5,463
- PCT 66th
- EIN 401(k)
- RANK near Moss Holding Company 401(k) Plan
- PHOTO ind #14342
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) | $13M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| 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 $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
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 Moss Holding Company 401(k) Plan in IL ($11M); by covered participants it is Brookfield 401(k) Savings Plan in OH (5,467 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Moss Holding Company 401(k) Plan (IL) $11M · 151
- Mekanism 401(k) Plan (NY) $11M · 161
- First & Farmers National Bank, Inc. 401(k) Plan (KY) $11M · 122
- Martin Retirement Savings Plan (IL) $11M · 248
Similar participant headcount
Nearest other-state filings by covered participants (5,463 participants); asset peers above are excluded.
- Brookfield 401(k) Savings Plan (OH) 5,467 · 4 off
- Watsco, Inc. Profit Sharing Retirement Plan and Trust (FL) 5,457 · 6 off
- The Cleveland-Cliffs Steel Corporation Thrift Plan (OH) 5,455 · 8 off
- Guardian Elder Care, Llc's 401(k) Plan (PA) 5,454 · 9 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.