401(k)
2024 plan-year 401(k) DOL Form 5500

Sun Auto Tire & Service, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Sun Auto Tire & Service, Inc. · Arizona · Other Services

What the 2023 filing shows

Sun Auto Tire & Service, Inc. 401(k) Plan holds $55M for 5,951 participants — about $9,208 per participant, up 22.5% over the 2024 plan year.

$55M
total plan assets (2024 EOY)
5,951
covered participants
$9,208
avg assets per participant
+22.5%
assets growth YoY
Total Assets (2023)
$55M
Participants
5,951
State
Industry
Other Services

What the Filing Says About Sun Auto Tire & Service, Inc. 401(k) Plan

Sun Auto Tire & Service, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Sun Auto Tire & Service, Inc., headquartered in Arizona. As of the 2024 Form 5500 filing, the plan reports $55M in total end-of-year assets and covers 5,951 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 823087766, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $45M at the beginning of 2024 to $55M at year-end — a gain of 22.5%. Net assets (after liabilities) closed the year at $55M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$45M
Total Assets (End of Year)$55M
Net Assets (End of Year)$55M
Net Income$10M
Plan Type401(k)
Employer EIN823087766
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Auto Tire & Service, Inc.)

Year Plans Participants Total Assets
2022 1 1,924 $32M
2023 1 3,054 $45M
2024 1 5,951 $55M

Nearby 401(k) Plans in Arizona

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

Frequently Asked Questions

How much money is in the Sun Auto Tire & Service, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Sun Auto Tire & Service, Inc. 401(k) Plan holds $55M in total assets with 5,951 participants. It is sponsored by Sun Auto Tire & Service, Inc..
What type of plan is Sun Auto Tire & Service, Inc. 401(k) Plan?
Sun Auto Tire & Service, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 823087766.
Who sponsors the Sun Auto Tire & Service, Inc. 401(k) Plan?
Sun Auto Tire & Service, Inc. 401(k) Plan is sponsored by Sun Auto Tire & Service, Inc., located in Arizona. The sponsor's EIN is 823087766 and the plan operates in the Other Services industry.
How did Sun Auto Tire & Service, Inc. 401(k) Plan perform in 2024?
Sun Auto Tire & Service, Inc. 401(k) Plan grew by 22.5% during 2024, moving from $45M to $55M in total assets. Net income was $10M.
Where can I find official filings for Sun Auto Tire & Service, Inc. 401(k) Plan?
Official Form 5500 filings for Sun Auto Tire & Service, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 823087766 or plan name at efast.dol.gov.
How does Sun Auto Tire & Service, Inc. 401(k) Plan compare to other plans?
You can compare Sun Auto Tire & Service, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 823087766.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.