401(k) · DOL Form 5500 · 2024
Sunny View Ventures Company 401(k) Plan
Data updated 2026-08-25
- $280K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $280,007
- Avg per participant High balance/head
Official DOL plan name: Sunny View Ventures Company 401(k) Plan · Sponsored by Sunny View Ventures Company · Texas · Professional & Technical Services
$280K in assets, 1 participants
Sunny View Ventures Company's Sunny View Ventures Company 401(k) Plan reported $280K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #2,063 in Professional & Technical Services (20,173 peers)
Sunny View Ventures Company multi-year trail
Sunny View Ventures Company's plans moved +187.8% in assets from 2023 to 2024; this filing shows Sunny View Ventures Company 401(k) Plan at $280K / 1 participant.
- #2,063
- in Professional & Technical Services (20,173 peers)
- +187.8%
- assets growth YoY
Sunny View Ventures Company 401(k) Plan among the smaller filed plans by assets
Sunny View Ventures Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$280,007 13th percentile higher than 13% 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
Sunny View Ventures Company 401(k) 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. Sunny View Ventures Company 401(k) Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sunny View Ventures Company 401(k) Plan end-of-year assets rose from $97K in the plan year 2023 filing to $280K in the plan year 2024 filing.
- Sunny View Ventures Company 401(k) Plan reported net income rose from $97K in the plan year 2023 filing to $183K in the plan year 2024 filing.
DOL schedule card
Filing strip 934870074 · Sunny View Ventures Company PY 2024 · 401(k)
Sunny View Ventures Company 401(k) Plan · $280K · 1 · 13th
- EIN $280K
- EIN 1
- EIN 13th
- EIN 401(k)
- EIN near Roland Agency Retirement Plan
- EIN ind #2063
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 Professional & Technical Services retirement plans → · Plans in Texas →
Sunny View Ventures Company 401(k) Plan in the asset neighbourhood
Sunny View Ventures Company multi-year asset trail
Sponsor-wide plan assets over time
All Sunny View Ventures Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $280K 187.83910196445277% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | $97K |
| 2024 | 1 | 1 | $280K |
Sunny View Ventures Company filing trail (2024)
| Total Assets (Beginning of Year) | $97K |
|---|---|
| Net Assets (End of Year) | $280K |
| Net Income | $183K |
| Employer EIN | 934870074 |
| Plan Effective Date | 2023-12-07 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Sunny View Ventures Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Roland Agency Retirement Plan in NC ($280K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($280K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.