Other · DOL Form 5500 · 2024
Sun Life Family Health Center, Inc. Retirement Plan
Data updated 2026-08-11
- $19M
- Total assets
- 449
- Participants
- 69th
- Percentile by assets
- $42,273
- Avg per participant
Official DOL plan name: Sun Life Family Health Center, Inc. 403(b) Plan · Sponsored by Sun Life Family Health Center, Inc. · Arizona · Healthcare & Social Assistance
$19M in assets, 449 participants
Sun Life Family Health Center, Inc.'s Sun Life Family Health Center, Inc. 403(b) Plan reported $19M in total assets and 449 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- 69th percentile by assets (of 123,622 plans)
- #12,511 in Healthcare & Social Assistance (16,916 peers)
Sun Life Family Health Center, Inc. multi-year trail
Sun Life Family Health Center, Inc.'s plans moved +43.9% in assets from 2022 to 2024; this filing shows Sun Life Family Health Center, Inc. 403(b) Plan at $19M / 449 participants.
- $19M
- total plan assets (2024 EOY)
- 449
- covered participants
- 69th
- percentile by assets (of 123,622 plans)
- $42,273
- avg assets per participant
Where Sun Life Family Health Center, Inc. 403(b) Plan sits by total assets
Sun Life Family Health Center, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,980,378 Top 31% higher than 69% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sun Life Family Health Center, Inc. 403(b) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Sun Life Family Health Center, Inc. 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Sun Life Family Health Center, Inc. 403(b) Plan reported participants rose from 411 in the plan year 2023 filing to 449 in the plan year 2024 filing.
Sun Life Family Health Center, Inc. across 3 plan years on file
Across the 3 plan years Sun Life Family Health Center, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $13M to $19M, a gain of 43.9%, while reported participants moved from 393 to 449 (+14.2%). Peak year by sponsor assets: 2024 ($19M); trough: 2022 ($13M).
Sun Life Family Health Center, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 393 | $13M |
| 2023 | 1 | 411 | $16M |
| 2024 | 1 | 449 | $19M |
Sun Life Family Health Center, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 860296211 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Arizona
Peer Other plans, same state, same plan type, ranked by total assets.
Sun Life Family Health Center, Inc. 403(b) Plan vs. nearby Other plans in Arizona, assets vs. participants
- Honor Health 403(b) Retirement Security Plan $1.2B · 14,781
- Operating Engineers Local 428 Annuity Trust Fund $313M · 7,789
- El Rio Santa Cruz Neighborhood Health Center, Inc. Retirement Plan $180M · 1,976
- Banner Health Employees 403(b) Plan $173M · 11,316
- Kingman Healthcare, Inc. 403(b) Retirement Plan $114M · 1,897
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sun Life Family Health Center, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Sun Life Family Health Center, Inc. 403(b) Plan assets move in 2024? ▼
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Multi-year trail
Ways to act on Sun Life Family Health Center, Inc. 403(b) Plan's numbers.
- By total assets, Sun Life Family Health Center, Inc. 403(b) Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Arizona. Compare plans
- Sun Life Family Health Center, Inc.'s sponsor-wide assets have grown 43.9% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans