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
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
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.
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
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $3M |
| Employer EIN | 901028455 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.
- Full-O-Pep Appliances, Inc. 401(k) Savings Plan (IN) 266 · 0 off
- Grayback Forestry, Inc. Retirement Savings Plan (OR) 266 · 0 off
- Organically Grown Company 401(k) Plan (OR) 266 · 0 off
- Mckenzie Retirement Readiness 401(k) Plan (IN) 266 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.