401(k) · DOL Form 5500 · 2024

Sts Operating, Inc. 401(k) Plan

Data updated 2026-08-11

$168M
Total assets
1,088
Participants
93rd
Percentile by assets
$153,959
Avg per participant
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Official DOL plan name: Sunsource Savings and Investment Plan · Sponsored by Sts Operating, Inc. · Illinois · Wholesale Trade

$168M in assets, 1,088 participants

Sts Operating, Inc.'s Sunsource Savings and Investment Plan reported $168M in total assets and 1,088 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #5,770 in Wholesale Trade (6,080 peers)

Where Sunsource Savings and Investment Plan sits by assets

Sunsource Savings and Investment Plan sits in the top 10% of all filed plans by assets, $168M for 1,088 participants (~$153,959/participant), up 11.0% in 2024.

$168M
total plan assets (2024 EOY)
1,088
covered participants
93rd
percentile by assets (of 123,622 plans)
$153,959
avg assets per participant

Where Sunsource Savings and Investment Plan sits by total assets

Sunsource Savings and Investment Plan vs every filed plan by assets

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

$167,507,483 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

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

  • Sunsource Savings and Investment Plan reported participants rose from 758 in the plan year 2023 filing to 1,088 in the plan year 2024 filing.
  • Sunsource Savings and Investment Plan reported net income fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Sunsource Savings and Investment Plan end-of-year assets rose from $151M in the plan year 2023 filing to $168M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Illinois
Industry
Wholesale Trade

Sunsource Savings and Investment Plan vs the 2024 asset distribution

By assets, Sunsource Savings and Investment Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$168M
Net Income$17M
Employer EIN223827595
Plan Effective Date1987-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sts Operating, Inc.)

$100M$120M$140M$160M$180M 202220232024 $122M $168M ▲ +37.3%
Total plan assets by year, all Sts Operating, Inc. plans on file
Year Plans Participants Total Assets
2022 1 692 $122M
2023 1 758 $151M
2024 1 1,088 $168M

Nearby 401(k) Plans in Illinois

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

Sunsource Savings and Investment Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Sunsource Savings an…, Total assets ($B): 0.167507483 · Participants: 1088Sunsource Savings an…Accenture United Sta…, Total assets ($B): 21.302643276 · Participants: 66965Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Sa…United Airlines Pilo…, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilo…Abbott Laboratories …, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories …Walgreens Retirement…, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement…
Sunsource Savings and Investment Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sunsource Savings and Investment Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sunsource Savings and Investment Plan by total assets, not by location.

Frequently Asked Questions

How did Sunsource Savings and Investment Plan assets move in 2024? ▼
Sunsource Savings and Investment Plan grew at a solid clip - up 11.0% during 2024, from $151M to $168M. Reported net income was $17M.
How have Sts Operating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sts Operating, Inc.'s sponsor-wide assets grew 37.3%, from $122M to $168M.
Where does Sunsource Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Sunsource Savings and Investment Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sunsource Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saloncentric Inc. 401(k) Plan in NJ ($167M, 3,774 participants).

Next read for Sunsource Savings and Investment Plan

Scale reading

Ways to act on Sunsource Savings and Investment Plan's numbers.

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 223827595.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.