401(k) · DOL Form 5500 · 2024
Sunrise Medical Associates, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $406,516
- Avg per participant High balance/head
Official DOL plan name: Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan · Sponsored by Sunrise Medical Associates, LLC · Arizona · Healthcare & Social Assistance
$2M in assets, 6 participants
Sunrise Medical Associates, LLC's Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,176 in Healthcare & Social Assistance (16,916 peers)
Sunrise Medical Associates, LLC multi-year trail
Sunrise Medical Associates, LLC's plans moved +42.4% in assets from 2022 to 2024; this filing shows Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan at $2M / 6 participants.
- #5,176
- in Healthcare & Social Assistance (16,916 peers)
- +28.1%
- assets growth YoY
Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,439,095 32nd percentile higher than 32% 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
Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan reported net income rose from $192K in the plan year 2023 filing to $535K in the plan year 2024 filing.
- Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 465267258 · Sunrise Medical Associates, LLC PY 2024 · 401(k)
Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan · $2M · 6 · 32nd
- 5500 $2M
- ASSETS 6
- PCT 32nd
- EIN 401(k)
- RANK near Radiant Senior Living, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #5176
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 Arizona →
Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Sunrise Medical Associates, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Sunrise Medical Associates, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 42.440133966765266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 6 | $2M |
| 2024 | 1 | 6 | $2M |
Sunrise Medical Associates, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $535K |
| Employer EIN | 465267258 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
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
Sunrise Medical Associates, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Radiant Senior Living, Inc. 401(k) Profit Sharing Plan in OR ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.