401(k) · DOL Form 5500 · 2024

Sundae, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 67
Participants Small participant base: 34th
Percentile by assets National rank: $46,366
Avg per participant Low balance/head

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Official DOL plan name: Sundae 401(k) Plan · Sponsored by Sundae, Inc. · California · Real Estate

$3M in assets, 67 participants

Sundae, Inc.'s Sundae 401(k) Plan reported $3M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

#2,491 in Real Estate (4,605 peers)

Real Estate sector rank

Within Real Estate, Sundae 401(k) Plan ranks #2,491 of 4,605 2024 filers by assets (836% of the sector average)-$3M for 67 participants.

#2,491
in Real Estate (4,605 peers): +4.1%
assets growth YoY

Sundae 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Sundae 401(k) Plan vs every filed plan by assets

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

$3,106,527 34th percentile higher than 34% 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

Sundae 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sundae 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

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%)

Sundae 401(k) Plan reported net income rose from -$85K in the plan year 2023 filing to $123K in the plan year 2024 filing.
Sundae 401(k) Plan reported participants fell from 161 in the plan year 2023 filing to 67 in the plan year 2024 filing.
Sundae 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 831795790 · Sundae, Inc. PY 2024 · 401(k)

Sundae 401(k) Plan · $3M · 67 · 34th

IND $3M
IND 67
IND 34th
IND 401(k)
IND near Springfield Sealing Service Inc. 401(k) Profit Sharing Plan
IND ind #2491

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 Real Estate retirement plans → · Plans in California →

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

Real Estate filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$123K
Employer EIN	831795790
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Sundae, Inc.)

Latest sponsor-wide plan assets: $3M 1.2377523426404557% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	332	$3M
2023	1	161	$3M
2024	1	67	$3M

Nearby 401(k) Plans in California

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

Sundae 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Sundae 401(k) Plan side-by-side with 3 peers →

Sundae 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Springfield Sealing Service Inc. 401(k) Profit Sharing Plan in MO ($3M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Springfield Sealing Service Inc. 401(k) Profit Sharing Plan (MO) $3M · 45
Podium Education 401(k) Plan (TX) $3M · 107
Udc 401(k) Plan (LA) $3M · 957
Jeff D'ambrosio Dodge 401(k) Plan (PA) $3M · 297

Similar participant headcount

Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.

Heidler Roofing Services, Inc 401(k) Profit Sharing Plan (PA) 67 · 0 off
Gaylord Chemical Company, L.L.C. 401(k) Plan (LA) 67 · 0 off
Sierra Nevada Construction, Inc. 401(k) Profit Sharing Plan and Trust (NV) 67 · 0 off
Blevins Asphalt Construction Company 401(k) Profit Sharing Plan (MO) 67 · 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 did Sundae 401(k) Plan assets move in 2024? ▼

Sundae 401(k) Plan edged up modestly - up 4.1% during 2024, from $3M to $3M. Reported net income was $123K.

How have Sundae, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Sundae, Inc.'s sponsor-wide assets grew 1.2%, from $3M to $3M.

Which 401(k) plans are similar in size to Sundae 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Springfield Sealing Service Inc. 401(k) Profit Sharing Plan in MO ($3M, 45 participants).

Which 401(k) plans cover a similar participant headcount to Sundae 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 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 831795790.