401(k) · DOL Form 5500 · 2024
The Sunshine House 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1,158
- Participants Near avg headcount
- 38th
- Percentile by assets National rank
- $3,371
- Avg per participant Low balance/head
Official DOL plan name: The Sunshine House 401(k) Profit Sharing Plan · Sponsored by The Sunshine House · South Carolina · Healthcare & Social Assistance
$4M in assets, 1,158 participants
The Sunshine House's The Sunshine House 401(k) Profit Sharing Plan reported $4M in total assets and 1,158 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.
- #6,666 in Healthcare & Social Assistance (16,916 peers)
Coverage in South Carolina
The Sunshine House 401(k) Profit Sharing Plan covers 1,158 participants in South Carolina, 3.1x the typical South Carolina plan (state average ~369 per filing). Assets: $4M.
- #6,666
- in Healthcare & Social Assistance (16,916 peers)
- +6.2%
- assets growth YoY
The Sunshine House 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Sunshine House 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,903,916 38th percentile higher than 38% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Sunshine House 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sunshine House 401(k) Profit Sharing Plan lands in the large band (1,158 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Sunshine House 401(k) Profit Sharing Plan reported net income fell from $652K in the plan year 2023 filing to $226K in the plan year 2024 filing.
- The Sunshine House 401(k) Profit Sharing Plan reported participants rose from 738 in the plan year 2023 filing to 1,158 in the plan year 2024 filing.
- The Sunshine House 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 571000178 · The Sunshine House PY 2024 · 401(k)
The Sunshine House 401(k) Profit Sharing Plan · $4M · 1,158 · 38th
- BOOK $4M
- BOOK 1,158
- BOOK 38th
- BOOK 401(k)
- BOOK near Garrison Steel 401(k) Plan
- BOOK ind #6666
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 South Carolina →
The Sunshine House 401(k) Profit Sharing Plan in the asset neighbourhood
South Carolina filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $226K |
| Employer EIN | 571000178 |
| Plan Effective Date | 1991-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Sunshine House)
Sponsor-wide plan assets over time
All The Sunshine House plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 29.044878768255995% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,031 | $3M |
| 2023 | 1 | 738 | $4M |
| 2024 | 1 | 1,158 | $4M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
The Sunshine House 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Garrison Steel 401(k) Plan in AL ($4M); by covered participants it is Fidelity & Guaranty Life 401(k) Plan in IA (1,158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Garrison Steel 401(k) Plan (AL) $4M · 121
- Ailo Logistics 401(k) Plan (CA) $4M · 563
- Seasonal Packaging, Inc. Roth 401(k) Plan (NJ) $4M · 15
- Tensator Inc. Retirement Trust (NY) $4M · 26
Similar participant headcount
Nearest other-state filings by covered participants (1,158 participants); asset peers above are excluded.
- Fidelity & Guaranty Life 401(k) Plan (IA) 1,158 · 0 off
- Heath Consultants Incorporated Profit Sharing & Retirement Plan (TX) 1,158 · 0 off
- C2 Educational Systems 401(k) Profit Sharing Plan (GA) 1,158 · 0 off
- Emprise Group, Inc. 401(k) Plan (MO) 1,158 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.