Sundt Companies 401(k) and retirement plans

The Sundt Companies, Inc., Tucson, AZ. EIN 86-0923877. Annual reports 2009–2024.

The Sundt Companies, Inc. has 2 active retirement plans on file. The largest is the The Sundt Companies 401(k) Plan, with 5,141 participants and $201 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Sundt Companies's filings since 2009.

Active plans: 2
Participants: 9,017
Plan assets: $1.6 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Holding companies

All 2 plans

Active plans first

The Sundt Companies 401(k) Plan

401(k)Active

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

Plan number: 002Employer EIN 86-0923877
Participants (2024): 5,141
Net assets (2024): $201 million
Recordkeeper: Fidelity2009–2024
Plan administrator: The Sundt Companies, Inc.
2015 W River RD., Suite 101
Tucson, AZ 85704
(520) 750-6207As filed for 2024
In effect since: October 1, 1998

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,141	$201 million	Fidelity
2023	4,307	$157 million	Fidelity
2022	3,448	$109 million	Fidelity
2021	2,625	$87.1 million	Fidelity
2020	2,181	$109 million	Fidelity
2019	2,305	$91.2 million	Fidelity
2018	2,284	$80.7 million	Fidelity
2017	1,889	$71.7 million	Fidelity
2016	1,867	$59.9 million	Fidelity
2015	1,377	$53.8 million	Fidelity
2014	1,180	$51.6 million	Fidelity
2013	1,267	$52.2 million	Fidelity
2012	1,208	$47.9 million	Fidelity
2011	1,281	$39.9 million	Fidelity
2010	1,302	$32.7 million	Fidelity
2009	1,276	$31.4 million	Fidelity

The Sundt Companies Employee Stock Ownership Plan

Employee stock ownership plan (ESOP)Active

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

Plan number: 001Employer EIN 86-0923877
Participants (2024): 3,876
Net assets (2024): $1.4 billion
Plan administrator: The Sundt Companies, Inc.
2015 W River RD Suite 101
Tucson, AZ 85704
(520) 750-4600As filed for 2024
In effect since: April 2, 1957

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,876	$1.4 billion	not listed
2023	2,943	$1.0 billion	not listed
2022	2,270	$612 million	not listed
2021	1,816	$444 million	not listed
2020	1,837	$388 million	not listed
2019	2,096	$332 million	not listed
2018	1,993	$321 million	not listed
2017	1,840	$276 million	not listed
2016	1,565	$231 million	not listed
2015	1,318	$195 million	not listed
2014	1,286	$194 million	not listed
2013	1,281	$200 million	not listed
2012	1,274	$237 million	not listed
2011	1,386	$318 million	not listed
2010	1,424	$332 million	not listed
2009	1,340	$355 million	not listed

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the The Sundt Companies 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 ((520) 750-6207). 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.

All 2 plans

The Sundt Companies 401(k) Plan

The Sundt Companies Employee Stock Ownership Plan

If you had money in one of these plans

What these numbers are

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