401(k) · DOL Form 5500 · 2024
Sun Gro Holdings Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 223
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $94,231
- Avg per participant Below avg balance/head
Official DOL plan name: Sun Gro Holdings Inc. Retirement Savings Plan · Sponsored by Sun Gro Holdings Inc. · Massachusetts · Manufacturing
$21M in assets, 223 participants
Sun Gro Holdings Inc.'s Sun Gro Holdings Inc. Retirement Savings Plan reported $21M in total assets and 223 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #10,833 in Manufacturing (17,777 peers)
Coverage in Massachusetts
Sun Gro Holdings Inc. Retirement Savings Plan covers 223 participants in Massachusetts, about 34% of the average Massachusetts filer (state average ~659 per filing). Assets: $21M.
- #10,833
- in Manufacturing (17,777 peers)
- -1.3%
- assets change YoY
The plan reported a net loss of $274K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sun Gro Holdings Inc. Retirement Savings Plan's outsized position by total assets
Sun Gro Holdings Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$21,013,408 Top 29% higher than 71% 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 Gro Holdings Inc. Retirement Savings 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 Gro Holdings Inc. Retirement Savings Plan sits mid-pack in the medium band (223 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sun Gro Holdings Inc. Retirement Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$274K in the plan year 2024 filing.
- Sun Gro Holdings Inc. Retirement Savings Plan reported participants fell from 229 in the plan year 2023 filing to 223 in the plan year 2024 filing.
- Sun Gro Holdings Inc. Retirement Savings Plan end-of-year assets fell from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 020550339 · Sun Gro Holdings Inc. PY 2024 · 401(k)
Sun Gro Holdings Inc. Retirement Savings Plan · $21M · 223 · 71st
- 5500 $21M
- ASSETS 223
- PCT 71st
- EIN 401(k)
- RANK near H. Carr & Sons, LLC
- PHOTO ind #10833
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 Manufacturing retirement plans → · Plans in Massachusetts →
Sun Gro Holdings Inc. Retirement Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$274K |
| Employer EIN | 020550339 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sun Gro Holdings Inc.)
Sponsor-wide plan assets over time
All Sun Gro Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 4.88597534076923% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 243 | $20M |
| 2023 | 1 | 229 | $21M |
| 2024 | 1 | 223 | $21M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Sun Gro Holdings Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is H. Carr & Sons, LLC in RI ($21M); by covered participants it is Adaptimmune LLC Retirement Plan in PA (223 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- H. Carr & Sons, LLC (RI) $21M · 34
- La Posada Employee Savings and Retirement Plan (AZ) $21M · 567
- American Gfm Employee Retirement Plan (VA) $21M · 130
- S2 Analytical Solutions, LLC 401(k) and Ps Plan (VA) $21M · 220
Similar participant headcount
Nearest other-state filings by covered participants (223 participants); asset peers above are excluded.
- Adaptimmune LLC Retirement Plan (PA) 223 · 0 off
- Patricio Enterprises, Inc. 401(k) Plan (VA) 223 · 0 off
- Adams Bank & Trust 401(k) Plan (NE) 223 · 0 off
- Grand Bk 401(k) Plan (NJ) 223 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.