Other · DOL Form 5500 · 2024

Sunset Home Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
179
Participants Small participant base
38th
Percentile by assets National rank
$21,751
Avg per participant Low balance/head
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Official DOL plan name: Sunset Home 403(b) Retirement Savings Plan · Sponsored by Sunset Home · Illinois · Healthcare & Social Assistance

$4M in assets, 179 participants

Sunset Home's Sunset Home 403(b) Retirement Savings Plan reported $4M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,664 in Healthcare & Social Assistance (16,916 peers)

Coverage in Illinois

Sunset Home 403(b) Retirement Savings Plan covers 179 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $4M.

#6,664
in Healthcare & Social Assistance (16,916 peers)
+2.8%
assets growth YoY

Sunset Home 403(b) Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sunset Home 403(b) Retirement Savings Plan vs every filed plan by assets

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

$3,893,357 38th percentile higher than 38% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Sunset Home 403(b) 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. Sunset Home 403(b) Retirement Savings Plan sits mid-pack in the medium band (179 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunset Home 403(b) Retirement Savings Plan reported net income fell from $710K in the plan year 2023 filing to $106K in the plan year 2024 filing.
  • Sunset Home 403(b) Retirement Savings Plan reported participants fell from 190 in the plan year 2023 filing to 179 in the plan year 2024 filing.
  • Sunset Home 403(b) Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 370661224 · Sunset Home PY 2024 · Other

Sunset Home 403(b) Retirement Savings Plan · $4M · 179 · 38th

  • NET $4M
  • BOOK 179
  • VS-ST 38th
  • BOY Other
  • SCH near Monadnock Family Services Tax Sheltered 403(b) Plan
  • EBSA ind #6664

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Sunset Home 403(b) Retirement Savings Plan in the asset neighbourhood

Sunset Home 403(b) Retirement Savings PlanSunset Home 403(b) Retiremen…$4MMonadnock Family Services Tax Sheltered 403(b) PlanMonadnock Family Services Ta…$4MHospice of North Idaho 403(b) Retirement PlanHospice of North Idaho 403(b…$4MGenesys Works 403b Retirement PlanGenesys Works 403b Retiremen…$4MTax Deferred Annuity Plan of Northeast Community Center for Behavioral HealthTax Deferred Annuity Plan of…$4M
End-of-year total assets ($M) among Sunset Home 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$106K
Employer EIN370661224
Plan Effective Date2003-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunset Home)

Sponsor-wide plan assets over time

All Sunset Home plans reported in each filing year

Latest sponsor-wide plan assets
$4M 26.538876179103855% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.08M $3.89M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 143 $3M
2023 1 190 $4M
2024 1 179 $4M

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Sunset Home 403(b) Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Sunset Home 403(b) Retirement Savings Plan, Total assets ($B): 0.003893357 · Participants: 179Sunset Home 403(b) Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 4.444912336 · Participants: 9328Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.844546742 · Participants: 5144The University of Chicago Contributory Retirement PlanEndeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees, Total assets ($B): 2.087217637 · Participants: 13718Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem EmployeesThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.928510315 · Participants: 8635The University of Chicago Supplemental Retirement PlanRush University Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 1.809110747 · Participants: 13592Rush University Medical Center 403(b) Retirement Savings Plan
Sunset Home 403(b) Retirement Savings Plan vs. nearby Other plans in Illinois, assets vs. participants

Sunset Home 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Monadnock Family Services Tax Sheltered 403(b) Plan in NH ($4M); by covered participants it is Cornerstone Vna Retirement Plan in NH (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

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 Sunset Home 403(b) Retirement Savings Plan assets move in 2024?
Sunset Home 403(b) Retirement Savings Plan edged up modestly - up 2.8% during 2024, from $4M to $4M. Reported net income was $106K.
How have Sunset Home plan assets changed over time?
Across 3 plan years on file (2022-2024), Sunset Home's sponsor-wide assets grew 26.5%, from $3M to $4M.
Which Other plans are similar in size to Sunset Home 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Monadnock Family Services Tax Sheltered 403(b) Plan in NH ($4M, 166 participants).
Which Other plans cover a similar participant headcount to Sunset Home 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Cornerstone Vna Retirement Plan in NH (179 participants, $11M in assets).