401(k) · DOL Form 5500 · 2024
Sunstate Equipment Co., LLC 401(k) Plan
Data updated 2026-08-25
- $164M
- Total assets Near avg plan size
- 2,109
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $77,777
- Avg per participant Below avg balance/head
Official DOL plan name: Sunstate Equipment Co., LLC Retirement Savings Plan and Trust · Sponsored by Sunstate Equipment Co., LLC · Arizona · Manufacturing
$164M in assets, 2,109 participants
Sunstate Equipment Co., LLC's Sunstate Equipment Co., LLC Retirement Savings Plan and Trust reported $164M in total assets and 2,109 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.
- #16,021 in Manufacturing (17,777 peers)
Coverage in Arizona
Sunstate Equipment Co., LLC Retirement Savings Plan and Trust covers 2,109 participants in Arizona, 3.7x the typical Arizona plan (state average ~564 per filing). Assets: $164M.
- #16,021
- in Manufacturing (17,777 peers)
- +18.1%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Sunstate Equipment Co., LLC Retirement Savings Plan and Trust's outsized position by total assets
Sunstate Equipment Co., LLC Retirement Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$164,032,634 Top 7% higher than 93% 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
Sunstate Equipment Co., LLC Retirement Savings Plan and Trust'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. Sunstate Equipment Co., LLC Retirement Savings Plan and Trust lands in the large band (2,109 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sunstate Equipment Co., LLC Retirement Savings Plan and Trust end-of-year assets rose from $139M in the plan year 2023 filing to $164M in the plan year 2024 filing.
- Sunstate Equipment Co., LLC Retirement Savings Plan and Trust reported net income fell from $27M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Sunstate Equipment Co., LLC Retirement Savings Plan and Trust reported participants rose from 1,969 in the plan year 2023 filing to 2,109 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 860810251 · Sunstate Equipment Co., LLC PY 2024 · 401(k)
Sunstate Equipment Co., LLC Retirement Savings Plan and Trust · $164M · 2,109 · 93rd
- PART $164M
- PART 2,109
- PART 93rd
- PART 401(k)
- PART near American Psychological Association 401(k) Plan
- PART ind #16021
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 Arizona →
Sunstate Equipment Co., LLC Retirement Savings Plan and Trust in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $139M |
|---|---|
| Net Assets (End of Year) | $164M |
| Net Income | $25M |
| Employer EIN | 860810251 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sunstate Equipment Co., LLC)
Sponsor-wide plan assets over time
All Sunstate Equipment Co., LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $164M 46.27913736556869% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,853 | $112M |
| 2023 | 1 | 1,969 | $139M |
| 2024 | 1 | 2,109 | $164M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Sunstate Equipment Co., LLC Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is American Psychological Association 401(k) Plan in DC ($164M); by covered participants it is The Cook & Boardman Group, LLC 401(k) Plan in NC (2,109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($164M here).
- American Psychological Association 401(k) Plan (DC) $164M · 550
- Aspca 401(k) Retirement Plan (NY) $164M · 1,148
- Penske Motor Group, LLC 401(k) Savings Plan (CA) $164M · 993
- Synthomer Savings Plan (OH) $164M · 828
Similar participant headcount
Nearest other-state filings by covered participants (2,109 participants); asset peers above are excluded.
- The Cook & Boardman Group, LLC 401(k) Plan (NC) 2,109 · 0 off
- Doterra 401(k) Plan (UT) 2,109 · 0 off
- Map Communications Holdings, Inc. 401(k) Employees' Stock Ownership Plan (VA) 2,110 · 1 off
- Snf Holding Company 401(k) Retirement Plan (GA) 2,110 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.