401(k) · DOL Form 5500 · 2024
Suns Legacy Partners 401(k) Plan
Data updated 2026-08-25
- $42M
- Total assets Below avg plan size
- 444
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $94,209
- Avg per participant Below avg balance/head
Official DOL plan name: Phoenix Suns 401(k) Salary Savings Plan · Sponsored by Suns Legacy Partners · Arizona · Arts, Entertainment & Recreation
$42M in assets, 444 participants
Suns Legacy Partners's Phoenix Suns 401(k) Salary Savings Plan reported $42M in total assets and 444 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #2,613 in Arts, Entertainment & Recreation (2,921 peers)
Where Phoenix Suns 401(k) Salary Savings Plan sits by assets
Phoenix Suns 401(k) Salary Savings Plan sits in the top quartile of all filed plans by assets, $42M for 444 participants (~$94,209/participant), up 11.6% in 2024.
- #2,613
- in Arts, Entertainment & Recreation (2,921 peers)
- +11.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Phoenix Suns 401(k) Salary Savings Plan's outsized position by total assets
Phoenix Suns 401(k) Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,828,777 Top 18% higher than 82% 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
Phoenix Suns 401(k) Salary 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. Phoenix Suns 401(k) Salary Savings Plan sits mid-pack in the medium band (444 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phoenix Suns 401(k) Salary Savings Plan reported net income fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Phoenix Suns 401(k) Salary Savings Plan reported participants rose from 390 in the plan year 2023 filing to 444 in the plan year 2024 filing.
- Phoenix Suns 401(k) Salary Savings Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 201257286 · Suns Legacy Partners PY 2024 · 401(k)
Phoenix Suns 401(k) Salary Savings Plan · $42M · 444 · 82nd
- EBSA $42M
- EBSA 444
- EBSA 82nd
- EBSA 401(k)
- EBSA near First Citizens Financial Corp. 401(k) Savings Plan
- EBSA ind #2613
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 Arts, Entertainment & Recreation retirement plans → · Plans in Arizona →
Phoenix Suns 401(k) Salary Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $4M |
| Employer EIN | 201257286 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Suns Legacy Partners)
Sponsor-wide plan assets over time
All Suns Legacy Partners plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 42.31178180717091% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 302 | $29M |
| 2023 | 1 | 390 | $37M |
| 2024 | 1 | 444 | $42M |
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
Phoenix Suns 401(k) Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is First Citizens Financial Corp. 401(k) Savings Plan in IA ($42M); by covered participants it is Sba Defined Contribution Plan for Citizens and Farmers Bank in VA (444 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($42M here).
- First Citizens Financial Corp. 401(k) Savings Plan (IA) $42M · 214
- Medifast, Inc. 401(k) Plan (MD) $42M · 631
- Primera Engineers 401(k) Plan (IL) $42M · 316
- Central Farm Service 401(k) Plan (MN) $42M · 297
Similar participant headcount
Nearest other-state filings by covered participants (444 participants); asset peers above are excluded.
- Sba Defined Contribution Plan for Citizens and Farmers Bank (VA) 444 · 0 off
- Horizon Activities Centers 403b DC Plan (OH) 444 · 0 off
- Incedo Inc 401(k) Profit Sharing Plan & Trust (NJ) 444 · 0 off
- Hospice Retirement Plan (NY) 444 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.