401(k) · DOL Form 5500 · 2024

Suncorp Valuations, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
15
Participants Small participant base
26th
Percentile by assets National rank
$92,777
Avg per participant Below avg balance/head
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Official DOL plan name: Suncorp Valuations, Inc. 401(k) Plan · Sponsored by Suncorp Valuations, Inc. · Wisconsin · Professional & Technical Services

$1M in assets, 15 participants

Suncorp Valuations, Inc.'s Suncorp Valuations, Inc. 401(k) Plan reported $1M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,277 in Professional & Technical Services (20,173 peers)

Suncorp Valuations, Inc. multi-year trail

Suncorp Valuations, Inc.'s plans moved +27.8% in assets from 2022 to 2024; this filing shows Suncorp Valuations, Inc. 401(k) Plan at $1M / 15 participants.

#4,277
in Professional & Technical Services (20,173 peers)
-2.8%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$1,391,651 26th percentile higher than 26% 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

Suncorp Valuations, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Suncorp Valuations, Inc. 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Suncorp Valuations, Inc. 401(k) Plan reported net income fell from $343K in the plan year 2023 filing to -$40K in the plan year 2024 filing.
  • Suncorp Valuations, Inc. 401(k) Plan reported participants rose from 10 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Suncorp Valuations, 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 →

Form 5500 schedule snapshot

Filing strip 880496039 · Suncorp Valuations, Inc. PY 2024 · 401(k)

Suncorp Valuations, Inc. 401(k) Plan · $1M · 15 · 26th

  • BOOK $1M
  • VS-ST 15
  • BOY 26th
  • SCH 401(k)
  • EBSA near Sunset Forever Corporation 401(k) Plan
  • PART ind #4277

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

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

Suncorp Valuations, Inc. 401(k) PlanSuncorp Valuations, Inc. 401…$1MSunset Forever Corporation 401(k) PlanSunset Forever Corporation 4…$1MMarks & Williams LLC 401(k) Profit Sharing Plan & TrustMarks & Williams LLC 401(k) …$1MUnisys Savings Plan for Puerto Rico EmployeesUnisys Savings Plan for Puer…$1MOdin 401(k) Plan$1M
End-of-year total assets ($M) among Suncorp Valuations, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Suncorp Valuations, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Suncorp Valuations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 27.790704935133625% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M 202220232024 $1.09M $1.39M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 10 $1M
2023 1 10 $1M
2024 1 15 $1M

Suncorp Valuations, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$40K
Employer EIN880496039
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Suncorp Valuations, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Suncorp Valuations, Inc. 401(k) Plan, Total assets ($B): 0.001391651 · Participants: 15Suncorp Valuations, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Suncorp Valuations, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Suncorp Valuations, Inc. 401(k) Plan side-by-side with 3 peers →

Suncorp Valuations, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sunset Forever Corporation 401(k) Plan in FL ($1M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Suncorp Valuations, Inc. 401(k) Plan assets move in 2024? ▼
Suncorp Valuations, Inc. 401(k) Plan edged down modestly - down 2.8% during 2024, from $1M to $1M. Reported net income was -$40K.
How have Suncorp Valuations, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Suncorp Valuations, Inc.'s sponsor-wide assets grew 27.8%, from $1M to $1M.
Which 401(k) plans are similar in size to Suncorp Valuations, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sunset Forever Corporation 401(k) Plan in FL ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Suncorp Valuations, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 880496039.

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.