Other · DOL Form 5500 · 2024
Sun Life Family Health Center, Inc. Retirement Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 449
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $42,273
- Avg per participant Low balance/head
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.
- #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.
- #12,511
- in Healthcare & Social Assistance (16,916 peers)
- +16.8%
- assets growth YoY
Sun Life Family Health Center, Inc. 403(b) Plan's outsized position 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
Sun Life Family Health Center, Inc. 403(b) 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. Sun Life Family Health Center, Inc. 403(b) Plan sits mid-pack in the medium band (449 participants).
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.
EBSA filing schedule strip
Filing strip 860296211 · Sun Life Family Health Center, Inc. PY 2024 · Other
Sun Life Family Health Center, Inc. 403(b) Plan · $19M · 449 · 69th
- BOY $19M
- BOY 449
- BOY 69th
- BOY Other
- BOY near Dakota Wesleyan University Defined Contribution Plan
- BOY ind #12511
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 Arizona →
Sun Life Family Health Center, Inc. 403(b) Plan in the asset neighbourhood
Sun Life Family Health Center, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sun Life Family Health Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 43.90252852481011% vs 2022
- 2024 filing year
| 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.
- 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
Sun Life Family Health Center, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Arizona, the nearest Other by assets is Dakota Wesleyan University Defined Contribution Plan in SD ($19M); by covered participants it is Cedar Crest College DC and Tda Retirement Plan in PA (449 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (449 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.