401(k) · DOL Form 5500 · 2024

San Diego Sunrise Management Com 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
436
Participants Below avg headcount
46th
Percentile by assets National rank
$14,006
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sunrise Management Company 401(k) Plan · Sponsored by San Diego Sunrise Management Com · California · Real Estate

$6M in assets, 436 participants

San Diego Sunrise Management Com's Sunrise Management Company 401(k) Plan reported $6M in total assets and 436 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #3,006 in Real Estate (4,605 peers)

San Diego Sunrise Management Com multi-year trail

San Diego Sunrise Management Com's plans moved +33.0% in assets from 2022 to 2024; this filing shows Sunrise Management Company 401(k) Plan at $6M / 436 participants.

#3,006
in Real Estate (4,605 peers)
+16.8%
assets growth YoY

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

Sunrise Management Company 401(k) Plan vs every filed plan by assets

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

$6,106,808 46th percentile higher than 46% 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

Sunrise Management Company 401(k) 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. Sunrise Management Company 401(k) Plan sits mid-pack in the medium band (436 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunrise Management Company 401(k) Plan reported net income rose from $636K in the plan year 2023 filing to $878K in the plan year 2024 filing.
  • Sunrise Management Company 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Sunrise Management Company 401(k) Plan reported participants rose from 383 in the plan year 2023 filing to 436 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330147118 · San Diego Sunrise Management Com PY 2024 · 401(k)

Sunrise Management Company 401(k) Plan · $6M · 436 · 46th

  • EBSA $6M
  • PART 436
  • TYPE 46th
  • NET 401(k)
  • BOOK near Abcm Corporation 401(k) Profit Sharing Plan
  • VS-ST ind #3006

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 →

Sunrise Management Company 401(k) Plan in the asset neighbourhood

Sunrise Management Company 401(k) PlanSunrise Management Company 4…$6MAbcm Corporation 401(k) Profit Sharing PlanAbcm Corporation 401(k) Prof…$6MGupton Marrs International, Inc. 401(k) PlanGupton Marrs International, …$6MEpiscopal Community Services of the Diocese of Pennsylvania 401(k) Savings PlanEpiscopal Community Services…$6MFederal Management Systems Inc. 401(k) PlanFederal Management Systems I…$6M
End-of-year total assets ($M) among Sunrise Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

San Diego Sunrise Management Com multi-year asset trail

Sponsor-wide plan assets over time

All San Diego Sunrise Management Com plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.96727534802399% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.59M $6.11M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 410 $5M
2023 1 383 $5M
2024 1 436 $6M

San Diego Sunrise Management Com filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$878K
Employer EIN330147118
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sunrise Management Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sunrise Management Company 401(k) Plan, Total assets ($B): 0.006106808 · Participants: 436Sunrise Management Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sunrise Management Company 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sunrise Management Company 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Abcm Corporation 401(k) Profit Sharing Plan in IA ($6M); by covered participants it is Omega Engineering 401(k) Plan in CT (436 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (436 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 Sunrise Management Company 401(k) Plan assets move in 2024? ▼
Sunrise Management Company 401(k) Plan grew sharply - up 16.8% during 2024, from $5M to $6M. Reported net income was $878K.
How have San Diego Sunrise Management Com plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Diego Sunrise Management Com's sponsor-wide assets grew 33.0%, from $5M to $6M.
Which 401(k) plans are similar in size to Sunrise Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abcm Corporation 401(k) Profit Sharing Plan in IA ($6M, 2,074 participants).
Which 401(k) plans cover a similar participant headcount to Sunrise Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Omega Engineering 401(k) Plan in CT (436 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 330147118.

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.