401(k) · DOL Form 5500 · 2023

Be Sunshine, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
149
Participants Small participant base
47th
Percentile by assets National rank
$39,216
Avg per participant Low balance/head
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Official DOL plan name: Be Sunshine, LLC 401(k) Plan · Sponsored by Be Sunshine, LLC · California · Information & Media

$6M in assets, 149 participants

Be Sunshine, LLC's Be Sunshine, LLC 401(k) Plan reported $6M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #896 in Information & Media (2,818 peers)

Coverage in California

Be Sunshine, LLC 401(k) Plan covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $6M.

#896
in Information & Media (2,818 peers)
+68.8%
assets growth YoY

Be Sunshine, LLC 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Be Sunshine, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,843,176 47th percentile higher than 47% of 127,068 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 2023

Be Sunshine, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Be Sunshine, LLC 401(k) Plan sits mid-pack in the medium band (149 participants).

EBSA filing schedule strip

Filing strip 814170527 · Be Sunshine, LLC PY 2023 · 401(k)

Be Sunshine, LLC 401(k) Plan · $6M · 149 · 47th

  • PHOTO $6M
  • IND 149
  • EOY 47th
  • 5500 401(k)
  • ASSETS near Great American Title 401(k) Plan
  • PCT ind #896

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 Information & Media retirement plans → · Plans in California →

Be Sunshine, LLC 401(k) Plan in the asset neighbourhood

Be Sunshine, LLC 401(k) Plan$6MGreat American Title 401(k) PlanGreat American Title 401(k) …$6MAnywhereworks 401(k) Plan$6MAlbuquerque Asphalt, Inc. 401(k) Profit Sharing PlanAlbuquerque Asphalt, Inc. 40…$6MMiddleburg 401(k) Plan$6M
End-of-year total assets ($M) among Be Sunshine, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN814170527
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Be Sunshine, LLC)

Sponsor-wide plan assets over time

All Be Sunshine, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 146.39511115188043% vs 2023
2024 filing year
$0M$5M$10M$15M$20M 20232024 $5.84M $14.4M ▲ +146.6%
Year Plans Participants Total Assets
2023 1 149 $6M
2024 1 312 $14M

Nearby 401(k) Plans in California

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

Be Sunshine, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Be Sunshine, LLC 401(k) Plan, Total assets ($B): 0.005843176 · Participants: 149Be Sunshine, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Be Sunshine, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Be Sunshine, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Great American Title 401(k) Plan in AZ ($6M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Be Sunshine, LLC 401(k) Plan assets move in 2023?
Be Sunshine, LLC 401(k) Plan surged - up 68.8% during 2023, from $3M to $6M. Reported net income was $2M.
How have Be Sunshine, LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Be Sunshine, LLC's sponsor-wide assets grew 146.4%, from $6M to $14M.
Which 401(k) plans are similar in size to Be Sunshine, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Great American Title 401(k) Plan in AZ ($6M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Be Sunshine, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M in assets).