401(k) · DOL Form 5500 · 2024

Sunlight Financial Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
133
Participants Small participant base
50th
Percentile by assets National rank
$58,734
Avg per participant Low balance/head
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Official DOL plan name: Sunlight Financial Holdings, Inc. 401(k) Retirement Plan · Sponsored by Sunlight Financial Holdings, LLC · North Carolina · Finance & Insurance

$8M in assets, 133 participants

Sunlight Financial Holdings, LLC's Sunlight Financial Holdings, Inc. 401(k) Retirement Plan reported $8M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,990 in Finance & Insurance (8,549 peers)

Coverage in North Carolina

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan covers 133 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#2,990
in Finance & Insurance (8,549 peers)
+13.7%
assets growth YoY

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$7,811,598 Top 50% higher than 50% 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

Sunlight Financial Holdings, Inc. 401(k) Retirement 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. Sunlight Financial Holdings, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sunlight Financial Holdings, Inc. 401(k) Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sunlight Financial Holdings, Inc. 401(k) Retirement Plan reported participants fell from 224 in the plan year 2023 filing to 133 in the plan year 2024 filing.
  • Sunlight Financial Holdings, Inc. 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 465653713 · Sunlight Financial Holdings, LLC PY 2024 · 401(k)

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan · $8M · 133 · 50th

  • BOY $8M
  • BOY 133
  • BOY 50th
  • BOY 401(k)
  • BOY near Kocsis Bros. Machine Co. Employees' Profit Sharing & Savi
  • BOY ind #2990

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan in the asset neighbourhood

Sunlight Financial Holdings, Inc. 401(k) Retirement PlanSunlight Financial Holdings,…$8MKocsis Bros. Machine Co. Employees' Profit Sharing & SaviKocsis Bros. Machine Co. Emp…$8MSlingshot Aerospace, Inc. 401(k) PlanSlingshot Aerospace, Inc. 40…$8MPrc Management Company, Inc. 401(k) PlanPrc Management Company, Inc.…$8MOsborne Partners Capital Manag 401(k) Profit Sharing Plan & TrustOsborne Partners Capital Man…$8M
End-of-year total assets ($M) among Sunlight Financial Holdings, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN465653713
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sunlight Financial Holdings, LLC)

Sponsor-wide plan assets over time

All Sunlight Financial Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 55.88847533345027% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.01M $7.81M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 195 $5M
2023 1 224 $7M
2024 1 133 $8M

Nearby 401(k) Plans in North Carolina

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

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Sunlight Financial Holdings, Inc. 401(k) Retirement Plan, Total assets ($B): 0.007811598 · Participants: 133Sunlight Financial Holdings, Inc. 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Sunlight Financial Holdings, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sunlight Financial Holdings, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Sunlight Financial Holdings, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Kocsis Bros. Machine Co. Employees' Profit Sharing & Savi in IL ($8M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Sunlight Financial Holdings, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Sunlight Financial Holdings, Inc. 401(k) Retirement Plan grew at a solid clip - up 13.7% during 2024, from $7M to $8M. Reported net income was $1M.
How have Sunlight Financial Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sunlight Financial Holdings, LLC's sponsor-wide assets grew 55.9%, from $5M to $8M.
Which 401(k) plans are similar in size to Sunlight Financial Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kocsis Bros. Machine Co. Employees' Profit Sharing & Savi in IL ($8M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Sunlight Financial Holdings, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 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 465653713.

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.