401(k) · DOL Form 5500 · 2022

Somero Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
178
Participants Small participant base
75th
Percentile by assets National rank
$95,979
Avg per participant Below avg balance/head
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Official DOL plan name: Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Somero Enterprises, Inc. · Florida · Manufacturing

$17M in assets, 178 participants

Somero Enterprises, Inc.'s Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 178 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,344 in Manufacturing (20,602 peers)

Coverage in Florida

Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust covers 178 participants in Florida, about 28% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#13,344
in Manufacturing (20,602 peers)
-6.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Somero Enterprises, 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

$17,084,175 Top 25% higher than 75% 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

Somero Enterprises, Inc. 401(k) Profit Sharing Plan and 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. Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (178 participants).

EBSA filing schedule strip

Filing strip 203225968 · Somero Enterprises, Inc. PY 2022 · 401(k)

Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust · $17M · 178 · 75th

  • BOOK $17M
  • VS-ST 178
  • BOY 75th
  • SCH 401(k)
  • EBSA near 401(k) Savings Plan and Trust of Universal Field Services, Inc.
  • PART ind #13344

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 Manufacturing retirement plans → · Plans in Florida →

Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

The Benecon Group, LLC 401(k) Profit Sharing PlanThe Benecon Group, LLC 401(k…$17MLovell Safety Management Co., L.L.C. 401(k) PlanLovell Safety Management Co.…$17MSomero Enterprises, Inc. 401(k) Profit Sharing Plan and TrustSomero Enterprises, Inc. 401…$17M401(k) Savings Plan and Trust of Universal Field Services, Inc.401(k) Savings Plan and Trus…$17MGrossnickle Eye Center 401(k) Retirement PlanGrossnickle Eye Center 401(k…$17M
End-of-year total assets ($M) among Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$1M
Employer EIN203225968
Plan Effective Date2006-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Somero Enterprises, Inc.)

Sponsor-wide plan assets over time

All Somero Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 40.28536350160309% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $17.1M $24M ▲ +40.3%
Year Plans Participants Total Assets
2022 1 178 $17M
2023 1 184 $22M
2024 1 172 $24M

Nearby 401(k) Plans in Florida

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

Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.017084175 · Participants: 178Somero Enterprises, Inc. 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is 401(k) Savings Plan and Trust of Universal Field Services, Inc. in OK ($17M); by covered participants it is Frontier Inc. Retirement Plan in WI (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 6.0% during 2022, from $18M to $17M. Reported net income was -$1M.
How have Somero Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Somero Enterprises, Inc.'s sponsor-wide assets grew 40.3%, from $17M to $24M.
Where does Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 75th 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 Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Savings Plan and Trust of Universal Field Services, Inc. in OK ($17M, 286 participants).
Which 401(k) plans cover a similar participant headcount to Somero Enterprises, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Inc. Retirement Plan in WI (178 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 203225968.

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.