401(k) · DOL Form 5500 · 2024
Sun Health Employee Services, LLC. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 570
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $24,829
- Avg per participant Low balance/head
Official DOL plan name: Sun Health Employee Services 401(k) Plan · Sponsored by Sun Health Employee Services, LLC. · Arizona · Healthcare & Social Assistance
$14M in assets, 570 participants
Sun Health Employee Services, LLC.'s Sun Health Employee Services 401(k) Plan reported $14M in total assets and 570 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,562 in Healthcare & Social Assistance (16,916 peers)
Sun Health Employee Services, LLC. multi-year trail
Sun Health Employee Services, LLC.'s plans moved +59.1% in assets from 2022 to 2024; this filing shows Sun Health Employee Services 401(k) Plan at $14M / 570 participants.
- #11,562
- in Healthcare & Social Assistance (16,916 peers)
- +29.7%
- assets growth YoY
Sun Health Employee Services 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sun Health Employee Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,152,368 Top 37% higher than 63% 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
Sun Health Employee Services 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sun Health Employee Services 401(k) Plan sits mid-pack in the medium band (570 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sun Health Employee Services 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Sun Health Employee Services 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Sun Health Employee Services 401(k) Plan reported participants rose from 530 in the plan year 2023 filing to 570 in the plan year 2024 filing.
DOL schedule card
Filing strip 843319318 · Sun Health Employee Services, LLC. PY 2024 · 401(k)
Sun Health Employee Services 401(k) Plan · $14M · 570 · 63rd
- 5500 $14M
- 5500 570
- 5500 63rd
- 5500 401(k)
- 5500 near Mccann Systems 401(k) Plan
- 5500 ind #11562
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 Arizona →
Sun Health Employee Services 401(k) Plan in the asset neighbourhood
Sun Health Employee Services, LLC. multi-year asset trail
Sponsor-wide plan assets over time
All Sun Health Employee Services, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 59.1065441994851% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 531 | $9M |
| 2023 | 1 | 530 | $11M |
| 2024 | 1 | 570 | $14M |
Sun Health Employee Services, LLC. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 843319318 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Sun Health Employee Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Mccann Systems 401(k) Plan in NJ ($14M); by covered participants it is Clipper Magazine, LLC 401(k) Plan in PA (570 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Mccann Systems 401(k) Plan (NJ) $14M · 171
- Rotterdam Ventures, Inc. Employees Savings Plan (NY) $14M · 138
- Zdg/Hec 401(k) Plan (WI) $14M · 105
- Ten Gun Design 401(k) Plan (WA) $14M · 133
Similar participant headcount
Nearest other-state filings by covered participants (570 participants); asset peers above are excluded.
- Clipper Magazine, LLC 401(k) Plan (PA) 570 · 0 off
- Carrabbas 401(k) Plan (TX) 570 · 0 off
- Zodiac Seats US Union Savings Plan (TX) 570 · 0 off
- Rco Engineering, Inc. 401(k) Plan (MI) 570 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.