401(k) · DOL Form 5500 · 2024

Sundance Square Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
121
Participants Small participant base
41st
Percentile by assets National rank
$39,740
Avg per participant Low balance/head
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Official DOL plan name: Sundance Square 401(k) Plan · Sponsored by Sundance Square Management, LLC · Texas · Professional & Technical Services

$5M in assets, 121 participants

Sundance Square Management, LLC's Sundance Square 401(k) Plan reported $5M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,819 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Sundance Square 401(k) Plan covers 121 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#7,819
in Professional & Technical Services (20,173 peers)
+23.8%
assets growth YoY

Sundance Square 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sundance Square 401(k) Plan vs every filed plan by assets

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

$4,808,485 41st percentile higher than 41% 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

Sundance Square 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. Sundance Square 401(k) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sundance Square 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sundance Square 401(k) Plan reported participants fell from 128 in the plan year 2023 filing to 121 in the plan year 2024 filing.
  • Sundance Square 401(k) Plan reported net income rose from $878K in the plan year 2023 filing to $925K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 320635048 · Sundance Square Management, LLC PY 2024 · 401(k)

Sundance Square 401(k) Plan · $5M · 121 · 41st

  • EOY $5M
  • 5500 121
  • ASSETS 41st
  • PCT 401(k)
  • EIN near The Redland Company, Inc. 401(k) Plan
  • RANK ind #7819

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 Texas →

Sundance Square 401(k) Plan in the asset neighbourhood

Sundance Square 401(k) Plan$5MThe Redland Company, Inc. 401(k) PlanThe Redland Company, Inc. 40…$5MCentral Valley Medical Services Corp 401(k) PlanCentral Valley Medical Servi…$5MPetroleum Service Company, Inc. 401(k) PlanPetroleum Service Company, I…$5MLightnin Production Rentals 401(k) PlanLightnin Production Rentals …$5M
End-of-year total assets ($M) among Sundance Square 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$925K
Employer EIN320635048
Plan Effective Date2020-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sundance Square Management, LLC)

Sponsor-wide plan assets over time

All Sundance Square Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 59.993352028396615% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $3.01M $4.81M ▲ +59.8%
Year Plans Participants Total Assets
2022 1 121 $3M
2023 1 128 $4M
2024 1 121 $5M

Nearby 401(k) Plans in Texas

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

Sundance Square 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sundance Square 401(k) Plan, Total assets ($B): 0.004808485 · Participants: 121Sundance Square 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Sundance Square 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sundance Square 401(k) Plan side-by-side with 3 peers →

Sundance Square 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Redland Company, Inc. 401(k) Plan in FL ($5M); by covered participants it is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Sundance Square 401(k) Plan assets move in 2024? ▼
Sundance Square 401(k) Plan grew sharply - up 23.8% during 2024, from $4M to $5M. Reported net income was $925K.
How have Sundance Square Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sundance Square Management, LLC's sponsor-wide assets grew 60.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Sundance Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Redland Company, Inc. 401(k) Plan in FL ($5M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Sundance Square 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mwg Holdings Group, Inc. 401(k) Plan in CA (121 participants, $104K 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 320635048.

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.