401(k) · DOL Form 5500 · 2022

Sophis Investments LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
1
Participants Small participant base
29th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Sophis Investments LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Sophis Investments LLC · New York · Other Services

$1M in assets, 1 participants

Sophis Investments LLC's Sophis Investments LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,422 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Sophis Investments LLC 401(k) Profit Sharing Plan & Trust ranks #4,422 of 8,398 2022 filers by assets (1421% of the sector average)-$1M for 1 participant.

#4,422
in Other Services (8,398 peers)
+2.5%
assets growth YoY

Sophis Investments LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Sophis Investments LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,412,502 29th percentile higher than 29% of 139,123 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 2022

Sophis Investments LLC 401(k) Profit Sharing Plan & 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. Sophis Investments LLC 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 392074260 · Sophis Investments LLC PY 2022 · 401(k)

Sophis Investments LLC 401(k) Profit Sharing Plan & Trust · $1M · 1 · 29th

  • BOY $1M
  • BOY 1
  • BOY 29th
  • BOY 401(k)
  • BOY near Traditional Chinese Medicine Healing Center,Inc. 401(k)
  • BOY ind #4422

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 New York →

Sophis Investments LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sophis Investments LLC 401(k) Profit Sharing Plan & TrustSophis Investments LLC 401(k…$1MTraditional Chinese Medicine Healing Center,Inc. 401(k)Traditional Chinese Medicine…$1MA & S Production 401(k) Plan$1MAhw Veterinary Inc. 401(k) P/S PlanAhw Veterinary Inc. 401(k) P…$1MJvi Group Retirement Plan$1M
End-of-year total assets ($M) among Sophis Investments LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$35K
Employer EIN392074260
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sophis Investments LLC)

Sponsor-wide plan assets over time

All Sophis Investments LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.153118367266028% vs 2022
2024 filing year
$1.35M$1.4M$1.45M$1.5M$1.55M$1.6M 202220232024 $1.41M $1.56M ▲ +10.6%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $2M
2024 1 1 $2M

Nearby 401(k) Plans in New York

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

Sophis Investments LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sophis Investments LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001412502 · Participants: 1Sophis Investments LLC 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Sophis Investments LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sophis Investments LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Sophis Investments LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Traditional Chinese Medicine Healing Center,Inc. 401(k) in CA ($1M); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). 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 (1 participant); 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.

Frequently Asked Questions

How did Sophis Investments LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Sophis Investments LLC 401(k) Profit Sharing Plan & Trust edged up modestly - up 2.5% during 2022, from $1M to $1M. Reported net income was $35K.
How have Sophis Investments LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sophis Investments LLC's sponsor-wide assets grew 10.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Sophis Investments LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Traditional Chinese Medicine Healing Center,Inc. 401(k) in CA ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Sophis Investments LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 392074260.

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.