401(k) · DOL Form 5500 · 2022

Sovos Compliance, LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
811
Participants Near avg headcount
89th
Percentile by assets National rank
$74,106
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sovos Compliance, LLC 401(k) Retirement Plan · Sponsored by Sovos Compliance, LLC · Massachusetts · Information & Media

$60M in assets, 811 participants

Sovos Compliance, LLC's Sovos Compliance, LLC 401(k) Retirement Plan reported $60M in total assets and 811 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,468 in Information & Media (2,911 peers)

Where Sovos Compliance, LLC 401(k) Retirement Plan sits by assets

Sovos Compliance, LLC 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $60M for 811 participants (~$74,106/participant), up 1.3% in 2022.

#2,468
in Information & Media (2,911 peers)
+1.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Sovos Compliance, LLC 401(k) Retirement Plan's outsized position by total assets

Sovos Compliance, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$60,099,757 Top 11% higher than 89% 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

Sovos Compliance, LLC 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sovos Compliance, LLC 401(k) Retirement Plan sits mid-pack in the medium band (811 participants).

DOL schedule card

Filing strip 461379693 · Sovos Compliance, LLC PY 2022 · 401(k)

Sovos Compliance, LLC 401(k) Retirement Plan · $60M · 811 · 89th

  • VS-ST $60M
  • BOY 811
  • SCH 89th
  • EBSA 401(k)
  • PART near National Resilience, Inc. 401(k) Plan
  • TYPE ind #2468

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 Information & Media retirement plans → · Plans in Massachusetts →

Sovos Compliance, LLC 401(k) Retirement Plan in the asset neighbourhood

San Francisco Giants 401(k) PlanSan Francisco Giants 401(k) …$60MDocument Storage Systems, Inc. 401(k) PlanDocument Storage Systems, In…$60MNational Resilience, Inc. 401(k) PlanNational Resilience, Inc. 40…$60MSovos Compliance, LLC 401(k) Retirement PlanSovos Compliance, LLC 401(k)…$60MSchmidbauer Lumber Sawmills 401(k) PlanSchmidbauer Lumber Sawmills …$60M
End-of-year total assets ($M) among Sovos Compliance, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$60M
Net Income$779K
Employer EIN461379693
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sovos Compliance, LLC)

Sponsor-wide plan assets over time

All Sovos Compliance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$94M 55.73999076235866% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $60.1M $93.6M ▲ +55.7%
Year Plans Participants Total Assets
2022 1 811 $60M
2023 1 978 $78M
2024 1 907 $94M

Nearby 401(k) Plans in Massachusetts

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

Sovos Compliance, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Sovos Compliance, LLC 401(k) Retirement Plan, Total assets ($B): 0.060099757 · Participants: 811Sovos Compliance, LLC 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Sovos Compliance, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sovos Compliance, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Sovos Compliance, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is National Resilience, Inc. 401(k) Plan in CA ($60M); by covered participants it is Midwestone Financial Group, Inc. 401(k) Plan in IA (811 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (811 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.

Frequently Asked Questions

How did Sovos Compliance, LLC 401(k) Retirement Plan assets move in 2022? ▼
Sovos Compliance, LLC 401(k) Retirement Plan edged up modestly - up 1.3% during 2022, from $59M to $60M. Reported net income was $779K.
How have Sovos Compliance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovos Compliance, LLC's sponsor-wide assets grew 55.7%, from $60M to $94M.
Where does Sovos Compliance, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Sovos Compliance, LLC 401(k) Retirement Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sovos Compliance, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Resilience, Inc. 401(k) Plan in CA ($60M, 406 participants).
Which 401(k) plans cover a similar participant headcount to Sovos Compliance, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Midwestone Financial Group, Inc. 401(k) Plan in IA (811 participants, $81M 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 461379693.

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.