Profit Sharing · DOL Form 5500 · 2024

Sunset Retirement Communities, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
312
Participants Below avg headcount
30th
Percentile by assets National rank
$6,552
Avg per participant Low balance/head
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Official DOL plan name: Sunset Retirement Communities, Inc. Savings and Retirement Plan · Sponsored by Sunset Retirement Communities, Inc. · Ohio · Healthcare & Social Assistance

$2M in assets, 312 participants

Sunset Retirement Communities, Inc.'s Sunset Retirement Communities, Inc. Savings and Retirement Plan reported $2M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,723 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Sunset Retirement Communities, Inc. Savings and Retirement Plan covers 312 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#4,723
in Healthcare & Social Assistance (16,916 peers)
-64.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sunset Retirement Communities, Inc. Savings and Retirement Plan among the smaller filed plans by assets

Sunset Retirement Communities, Inc. Savings and Retirement Plan vs every filed plan by assets

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

$2,044,331 30th percentile higher than 30% 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

Sunset Retirement Communities, Inc. Savings and Retirement 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. Sunset Retirement Communities, Inc. Savings and Retirement Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunset Retirement Communities, Inc. Savings and Retirement Plan reported net income fell from -$286K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Sunset Retirement Communities, Inc. Savings and Retirement Plan end-of-year assets fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Sunset Retirement Communities, Inc. Savings and Retirement Plan reported participants rose from 296 in the plan year 2023 filing to 312 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 344428230 · Sunset Retirement Communities, Inc. PY 2024 · Profit Sharing

Sunset Retirement Communities, Inc. Savings and Retirement Plan · $2M · 312 · 30th

  • EBSA $2M
  • EBSA 312
  • EBSA 30th
  • EBSA Profit Sharing
  • EBSA near North Shore Plumbing Supply Co., Inc. Profit Sharing Plan
  • EBSA ind #4723

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 Ohio →

Sunset Retirement Communities, Inc. Savings and Retirement Plan in the asset neighbourhood

A-1 Action Nursing Care, Inc. Profit Sharing Plan and TrustA-1 Action Nursing Care, Inc…$2MMitchell Broder, Cpa Profit Sharing PlanMitchell Broder, Cpa Profit …$2MWestern Plumbing of Bozeman Employee Profit Sharing PlanWestern Plumbing of Bozeman …$2MSunset Retirement Communities, Inc. Savings and Retirement PlanSunset Retirement Communitie…$2MNorth Shore Plumbing Supply Co., Inc. Profit Sharing PlanNorth Shore Plumbing Supply …$2M
End-of-year total assets ($M) among Sunset Retirement Communities, Inc. Savings and Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$2M
Net Income-$4M
Employer EIN344428230
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunset Retirement Communities, Inc.)

Sponsor-wide plan assets over time

All Sunset Retirement Communities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 66.50378409908294% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $6.1M $2.04M ▼ -66.6%
Year Plans Participants Total Assets
2022 1 377 $6M
2023 1 296 $6M
2024 1 312 $2M

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sunset Retirement Communities, Inc. Savings and Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Sunset Retirement Communities, Inc. Savings and Retirement Plan, Total assets ($B): 0.002044331 · Participants: 312Sunset Retirement Communities, Inc. Savings and Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Sunset Retirement Communities, Inc. Savings and Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Sunset Retirement Communities, Inc. Savings and Retirement Plan side-by-side with 3 peers →

Sunset Retirement Communities, Inc. Savings and Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is North Shore Plumbing Supply Co., Inc. Profit Sharing Plan in NY ($2M); by covered participants it is Rick Engineering Company Profit-Sharing Plan in CA (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Sunset Retirement Communities, Inc. Savings and Retirement Plan assets move in 2024? ▼
Sunset Retirement Communities, Inc. Savings and Retirement Plan contracted severely - down 64.9% during 2024, from $6M to $2M. Reported net income was -$4M.
How have Sunset Retirement Communities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunset Retirement Communities, Inc.'s sponsor-wide assets declined 66.5%, from $6M to $2M.
Which Profit Sharing plans are similar in size to Sunset Retirement Communities, Inc. Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is North Shore Plumbing Supply Co., Inc. Profit Sharing Plan in NY ($2M, 25 participants).
Which Profit Sharing plans cover a similar participant headcount to Sunset Retirement Communities, Inc. Savings and Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rick Engineering Company Profit-Sharing Plan in CA (312 participants, $10M 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 344428230.

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.