401(k) · DOL Form 5500 · 2024

Sun Orchard LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
226
Participants Below avg headcount
51st
Percentile by assets National rank
$36,112
Avg per participant Low balance/head
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Official DOL plan name: Sun Orchard LLC 401(k) Profit Sharing Plan · Sponsored by Sun Orchard LLC · Florida · Other Services

$8M in assets, 226 participants

Sun Orchard LLC's Sun Orchard LLC 401(k) Profit Sharing Plan reported $8M in total assets and 226 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #5,523 in Other Services (7,719 peers)

Coverage in Florida

Sun Orchard LLC 401(k) Profit Sharing Plan covers 226 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#5,523
in Other Services (7,719 peers)
+20.1%
assets growth YoY

Sun Orchard LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Sun Orchard LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,161,334 Top 49% higher than 51% 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

Sun Orchard LLC 401(k) Profit Sharing 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. Sun Orchard LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (226 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sun Orchard LLC 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sun Orchard LLC 401(k) Profit Sharing 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 →

Form 5500 schedule snapshot

Filing strip 472428513 · Sun Orchard LLC PY 2024 · 401(k)

Sun Orchard LLC 401(k) Profit Sharing Plan · $8M · 226 · 51st

  • EBSA $8M
  • EBSA 226
  • EBSA 51st
  • EBSA 401(k)
  • EBSA near Yellow Wood Ri 401(k)
  • EBSA ind #5523

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 Other Services retirement plans → · Plans in Florida →

Sun Orchard LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Sun Orchard LLC 401(k) Profit Sharing PlanSun Orchard LLC 401(k) Profi…$8MYellow Wood Ri 401(k)$8MViaquest, Inc. 401(k) Profit Sharing PlanViaquest, Inc. 401(k) Profit…$8MKraemer's Nursery, Inc. 401(k) Retirement PlanKraemer's Nursery, Inc. 401(…$8MBridgetown Natural Foods 401(k) PlanBridgetown Natural Foods 401…$8M
End-of-year total assets ($M) among Sun Orchard LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN472428513
Plan Effective Date1996-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sun Orchard LLC)

Sponsor-wide plan assets over time

All Sun Orchard LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 64.86580884469574% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.95M $8.16M ▲ +64.8%
Year Plans Participants Total Assets
2022 1 229 $5M
2023 1 228 $7M
2024 1 226 $8M

Nearby 401(k) Plans in Florida

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

Sun Orchard LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sun Orchard LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.008161334 · Participants: 226Sun Orchard LLC 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sun Orchard LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sun Orchard LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sun Orchard LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Yellow Wood Ri 401(k) in CA ($8M); by covered participants it is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (226 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Sun Orchard LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Sun Orchard LLC 401(k) Profit Sharing Plan grew sharply - up 20.1% during 2024, from $7M to $8M. Reported net income was $1M.
How have Sun Orchard LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sun Orchard LLC's sponsor-wide assets grew 64.9%, from $5M to $8M.
Which 401(k) plans are similar in size to Sun Orchard LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yellow Wood Ri 401(k) in CA ($8M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Sun Orchard LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (226 participants, $9M 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 472428513.

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.