Sun Mar Healthcare 401(k) plan

Sun Mar Healthcare, Brea, CA. EIN 33-0386387. Annual reports 2009–2024.

Sun Mar Healthcare has one active retirement plan on file, the Sun Mar Healthcare 401(k) Plan, with 7,656 participants and $16.8 million in assets in 2024. Empower is its recordkeeper. No traditional pension plan appears in Sun Mar Healthcare's filings since 2009.

Active plans: 1
Participants: 7,656
Plan assets: $16.8 million
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Health care

The plan

Sun Mar Healthcare 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 33-0386387
Participants (2024): 7,656
Net assets (2024): $16.8 million
Recordkeeper: EmpowerEarlier: Pentegra Services (2022–2023), Empower (2013–2019), LPL Financial (2011–2012), John Hancock (2009–2010)
Plan administrator: Sun Mar Healthcare
3050 Saturn Street, Suite 201
Brea, CA 92821
(314) 889-1094As filed for 2024
In effect since: November 5, 2014

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	7,656	$16.8 million	Empower
2023	8,500	$13.7 million	Pentegra Services
2022	4,761	$10.5 million	Pentegra Services
2020	4,152	$10.5 million	not listed
2019	4,259	$7.9 million	Empower
2018	3,048	$6.1 million	Empower
2017	3,086	$5.7 million	Empower
2016	3,057	$4.8 million	Empower
2015	2,887	$4.3 million	Empower
2014	2,848	$4.4 million	Empower
2013	1,957	$4.0 million	Empower
2012	1,821	$3.3 million	LPL Financial
2011	1,794	$3.0 million	LPL Financial
2010	1,993	$2.9 million	John Hancock
2009	1,684	$2.5 million	John Hancock

If you had money in one of these plans

Call Empower (empower.com), which runs the Sun Mar Healthcare 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((314) 889-1094). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Sun Mar Healthcare 401(k) Plan

If you had money in one of these plans

What these numbers are

Other health care employers in CA