401(k) · DOL Form 5500 · 2024

Sugaright, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
266
Participants Below avg headcount
59th
Percentile by assets National rank
$43,980
Avg per participant Low balance/head
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Official DOL plan name: Sugaright, LLC 401(k) Plan · Sponsored by Sugaright, LLC · Pennsylvania · Manufacturing

$12M in assets, 266 participants

Sugaright, LLC's Sugaright, LLC 401(k) Plan reported $12M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,133 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Sugaright, LLC 401(k) Plan covers 266 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#8,133
in Manufacturing (17,777 peers)
+32.8%
assets growth YoY

Sugaright, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Sugaright, LLC 401(k) Plan vs every filed plan by assets

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

$11,698,756 Top 41% higher than 59% 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

Sugaright, LLC 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. Sugaright, LLC 401(k) Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sugaright, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Sugaright, LLC 401(k) Plan reported participants rose from 217 in the plan year 2023 filing to 266 in the plan year 2024 filing.
  • Sugaright, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 901028455 · Sugaright, LLC PY 2024 · 401(k)

Sugaright, LLC 401(k) Plan · $12M · 266 · 59th

  • EBSA $12M
  • PART 266
  • TYPE 59th
  • NET 401(k)
  • BOOK near Universal Waste Systems, Inc. 401(k) Plan
  • VS-ST ind #8133

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Sugaright, LLC 401(k) Plan in the asset neighbourhood

Sugaright, LLC 401(k) Plan$12MUniversal Waste Systems, Inc. 401(k) PlanUniversal Waste Systems, Inc…$12MHui Manufacturing Inc 401(k) Retirement Savings PlanHui Manufacturing Inc 401(k)…$12MThe Waggoners Trucking 401(k) Profit Sharing PlanThe Waggoners Trucking 401(k…$12MStride Learning Center 401(k) PlanStride Learning Center 401(k…$12M
End-of-year total assets ($M) among Sugaright, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN901028455
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sugaright, LLC)

Sponsor-wide plan assets over time

All Sugaright, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 86.46434143753154% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.27M $11.7M ▲ +86.6%
Year Plans Participants Total Assets
2022 1 184 $6M
2023 1 217 $9M
2024 1 266 $12M

Nearby 401(k) Plans in Pennsylvania

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

Sugaright, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Sugaright, LLC 401(k) Plan, Total assets ($B): 0.011698756 · Participants: 266Sugaright, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Sugaright, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Sugaright, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Universal Waste Systems, Inc. 401(k) Plan in CA ($12M); by covered participants it is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Sugaright, LLC 401(k) Plan assets move in 2024?
Sugaright, LLC 401(k) Plan surged - up 32.8% during 2024, from $9M to $12M. Reported net income was $3M.
How have Sugaright, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Sugaright, LLC's sponsor-wide assets grew 86.5%, from $6M to $12M.
Which 401(k) plans are similar in size to Sugaright, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Universal Waste Systems, Inc. 401(k) Plan in CA ($12M, 589 participants).
Which 401(k) plans cover a similar participant headcount to Sugaright, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants, $6M in assets).