401(k) · DOL Form 5500 · 2022
Sovereign Wealth Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $315,925
- Avg per participant High balance/head
Official DOL plan name: Sovereign Wealth Advisors, Inc. 401(k) Profit-Sharing Plan and Trust · Sponsored by Sovereign Wealth Advisors, Inc. · Washington · Finance & Insurance
$1M in assets, 4 participants
Sovereign Wealth Advisors, Inc.'s Sovereign Wealth Advisors, Inc. 401(k) Profit-Sharing Plan and Trust reported $1M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #1,703 in Finance & Insurance (9,261 peers)
2022 asset change
Sovereign Wealth Advisors, Inc. 401(k) Profit-Sharing Plan and Trust declined sharply 22.9% in 2022 ($2M → $1M) for 4 participants.
- #1,703
- in Finance & Insurance (9,261 peers)
- -22.9%
- assets change YoY
The plan reported a net loss of $376K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sovereign Wealth Advisors, Inc. 401(k) Profit-Sharing Plan and Trust among the smaller filed plans by assets
Sovereign Wealth Advisors, Inc. 401(k) Profit-Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,263,700 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sovereign Wealth Advisors, Inc. 401(k) Profit-Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sovereign Wealth Advisors, Inc. 401(k) Profit-Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 271585716 · Sovereign Wealth Advisors, Inc. PY 2022 · 401(k)
Sovereign Wealth Advisors, Inc. 401(k) Profit-Sharing Plan and Trust · $1M · 4 · 28th
- SCH $1M
- EBSA 4
- PART 28th
- TYPE 401(k)
- NET near Morris Idol 401(k) Trust
- BOOK ind #1703
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 Washington →
Sovereign Wealth Advisors, Inc. 401(k) Profit-Sharing Plan and Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$376K |
| Employer EIN | 271585716 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Sovereign Wealth Advisors, Inc. 401(k) Profit-Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Morris Idol 401(k) Trust in CA ($1M); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.