401(k) · DOL Form 5500 · 2024

Sunbelt Marketing Investment Corp. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 229
Participants Below avg headcount: 53rd
Percentile by assets National rank: $38,165
Avg per participant Low balance/head

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Official DOL plan name: Sunbelt Marketing Investment Corp. 401(k) Plan · Sponsored by Sunbelt Marketing Investment Corp. · Georgia · Wholesale Trade

$9M in assets, 229 participants

Sunbelt Marketing Investment Corp.'s Sunbelt Marketing Investment Corp. 401(k) Plan reported $9M in total assets and 229 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

#2,655 in Wholesale Trade (6,080 peers)

Coverage in Georgia

Sunbelt Marketing Investment Corp. 401(k) Plan covers 229 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.

#2,655
in Wholesale Trade (6,080 peers): $1M
reported net income

Sunbelt Marketing Investment Corp. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Sunbelt Marketing Investment Corp. 401(k) Plan vs every filed plan by assets

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

$8,739,820 Top 47% higher than 53% 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

Sunbelt Marketing Investment Corp. 401(k) 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. Sunbelt Marketing Investment Corp. 401(k) Plan sits mid-pack in the medium band (229 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 581259105 · Sunbelt Marketing Investment Corp. PY 2024 · 401(k)

Sunbelt Marketing Investment Corp. 401(k) Plan · $9M · 229 · 53rd

RANK $9M
PHOTO 229
IND 53rd
EOY 401(k)
5500 near Surf Opco 401(k) Plan
ASSETS ind #2655

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 Wholesale Trade retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Sunbelt Marketing Investment Corp. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$9M
Net Income	$1M
Employer EIN	581259105
Plan Effective Date	2024-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sunbelt Marketing Investment Corp.)

Latest sponsor-wide plan assets: $106M 9.63451371688521% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	189	$117M
2023	1	201	$101M
2024	2	433	$106M

Nearby 401(k) Plans in Georgia

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

Sunbelt Marketing Investment Corp. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
Delta 401(k) Retirement Plan $19.0B · 89,836
Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
UPS 401(k) Savings Plan $14.2B · 95,250
The Home Depot Futurebuilder $14.1B · 398,464

Compare Sunbelt Marketing Investment Corp. 401(k) Plan side-by-side with 3 peers →

Sunbelt Marketing Investment Corp. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Surf Opco 401(k) Plan in TX ($9M); by covered participants it is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Surf Opco 401(k) Plan (TX) $9M · 208
Dmz Builders Retirement Trust (CA) $9M · 27
401(k) Profit Sharing Plan for Employees of Texas Society of Certified Public Accountants (TX) $9M · 39
Villa Marin Homeowners Assn Profit Sharing 401(k) Plan (CA) $9M · 114

Similar participant headcount

Nearest other-state filings by covered participants (229 participants); asset peers above are excluded.

Hunter's Ambulance Savings & Retirement Plan (CT) 229 · 0 off
Duke Aerial, Inc. 401(k) Plan (IA) 229 · 0 off
Alpha Measurement Solutions, LLC. (TX) 229 · 0 off
Anderson Equipment Company Retirement Savings Plan (PA) 229 · 0 off

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 have Sunbelt Marketing Investment Corp. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sunbelt Marketing Investment Corp.'s sponsor-wide assets declined 9.6%, from $117M to $106M.

Which 401(k) plans are similar in size to Sunbelt Marketing Investment Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Surf Opco 401(k) Plan in TX ($9M, 208 participants).

Which 401(k) plans cover a similar participant headcount to Sunbelt Marketing Investment Corp. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hunter's Ambulance Savings & Retirement Plan in CT (229 participants, N/A 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 581259105.