401(k) · DOL Form 5500 · 2024
Sunstates Security, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 3,263
- Participants Above avg headcount
- 48th
- Percentile by assets National rank
- $2,087
- Avg per participant Low balance/head
Official DOL plan name: Sunstates Security Retirement Savings Plan · Sponsored by Sunstates Security, LLC · North Carolina · Administrative & Support Services
$7M in assets, 3,263 participants
Sunstates Security, LLC's Sunstates Security Retirement Savings Plan reported $7M in total assets and 3,263 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #3,033 in Administrative & Support Services (4,368 peers)
Coverage in North Carolina
Sunstates Security Retirement Savings Plan covers 3,263 participants in North Carolina, 4.0x the typical North Carolina plan (state average ~819 per filing). Assets: $7M.
- #3,033
- in Administrative & Support Services (4,368 peers)
- +24.0%
- assets growth YoY
Sunstates Security Retirement Savings Plan's mid-pack asset rank among Administrative & Support Services and all filers
Sunstates Security Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,810,518 48th percentile higher than 48% 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
Sunstates Security Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunstates Security Retirement Savings Plan lands in the large band (3,263 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sunstates Security Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Sunstates Security Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Sunstates Security Retirement Savings Plan reported participants rose from 2,804 in the plan year 2023 filing to 3,263 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 562053968 · Sunstates Security, LLC PY 2024 · 401(k)
Sunstates Security Retirement Savings Plan · $7M · 3,263 · 48th
- EBSA $7M
- EBSA 3,263
- EBSA 48th
- EBSA 401(k)
- EBSA near Bc 401(k) Plan
- EBSA ind #3033
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 Administrative & Support Services retirement plans → · Plans in North Carolina →
Sunstates Security Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 562053968 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunstates Security, LLC)
Sponsor-wide plan assets over time
All Sunstates Security, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 94.26557935658771% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,157 | $4M |
| 2023 | 1 | 2,804 | $5M |
| 2024 | 1 | 3,263 | $7M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Sunstates Security Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Bc 401(k) Plan in FL ($7M); by covered participants it is Colliers International USA, LLC & Affiliated Employers 401(k) Plan in WA (3,264 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Bc 401(k) Plan (FL) $7M · 48
- Handy Truck Line, Inc. 401(k) Profit Sharing Plan (ID) $7M · 164
- Wfti, Inc. Retirement Plan (CA) $7M · 15
- The Bromley Companies 401(k) Employee Savings Plan (NY) $7M · 82
Similar participant headcount
Nearest other-state filings by covered participants (3,263 participants); asset peers above are excluded.
- Colliers International USA, LLC & Affiliated Employers 401(k) Plan (WA) 3,264 · 1 off
- Texas Iron Workers' Defined Contribution Retirement Plan (TX) 3,264 · 1 off
- Onesky Flight, LLC 401(k) Retirement Savings Plan (OH) 3,264 · 1 off
- Avi-Spl 401(k) Plan (FL) 3,261 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.