401(k) · DOL Form 5500 · 2022

Sobo & Sobo LLP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
118
Participants Small participant base
41st
Percentile by assets National rank
$25,628
Avg per participant Low balance/head
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Official DOL plan name: Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Sobo & Sobo LLP · New York · Professional & Technical Services

$3M in assets, 118 participants

Sobo & Sobo LLP's Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #8,166 in Professional & Technical Services (21,562 peers)

Coverage in New York

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $3M.

#8,166
in Professional & Technical Services (21,562 peers)
-7.8%
assets change YoY

The plan reported a net loss of $257K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,024,068 41st percentile higher than 41% 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

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust 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. Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (118 participants).

DOL schedule card

Filing strip 550797497 · Sobo & Sobo LLP PY 2022 · 401(k)

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust · $3M · 118 · 41st

  • ASSETS $3M
  • PCT 118
  • EIN 41st
  • RANK 401(k)
  • PHOTO near Diligent Enterprise Inc. Retirement Plan
  • IND ind #8166

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 Professional & Technical Services retirement plans → · Plans in New York →

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sobo & Sobo LLP 401(k) Profit Sharing Plan & TrustSobo & Sobo LLP 401(k) Profi…$3MDiligent Enterprise Inc. Retirement PlanDiligent Enterprise Inc. Ret…$3MEpl II, LLC 401(k) Plan$3MDonald Martens and Sons Ambulance Services 401(k) PlanDonald Martens and Sons Ambu…$3MGreenbrook Dental Group, S.C. Profit Sharing PlanGreenbrook Dental Group, S.C…$3M
End-of-year total assets ($M) among Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$257K
Employer EIN550797497
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sobo & Sobo LLP)

Sponsor-wide plan assets over time

All Sobo & Sobo LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 67.72317950522276% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.02M $5.07M ▲ +67.9%
Year Plans Participants Total Assets
2022 1 118 $3M
2023 1 131 $4M
2024 1 166 $5M

Nearby 401(k) Plans in New York

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

Sobo & Sobo LLP 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 ($B) Participants Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003024068 · Participants: 118Sobo & Sobo LLP 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
Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Sobo & Sobo LLP 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 Diligent Enterprise Inc. Retirement Plan in CT ($3M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 7.8% during 2022, from $3M to $3M. Reported net income was -$257K.
How have Sobo & Sobo LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sobo & Sobo LLP's sponsor-wide assets grew 67.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Diligent Enterprise Inc. Retirement Plan in CT ($3M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, 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 550797497.

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.