401(k) · DOL Form 5500 · 2022

Sonnen, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
107
Participants Small participant base
43rd
Percentile by assets National rank
$32,307
Avg per participant Low balance/head
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Official DOL plan name: Sonnen, Inc. 401(k) Plan · Sponsored by Sonnen, Inc. · Georgia · Utilities

$3M in assets, 107 participants

Sonnen, Inc.'s Sonnen, Inc. 401(k) Plan reported $3M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #121 in Utilities (738 peers)

Coverage in Georgia

Sonnen, Inc. 401(k) Plan covers 107 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $3M.

#121
in Utilities (738 peers)
-3.8%
assets change YoY

The plan reported a net loss of $135K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sonnen, Inc. 401(k) Plan's mid-pack asset rank among Utilities and all filers

Sonnen, Inc. 401(k) Plan vs every filed plan by assets

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

$3,456,882 43rd percentile higher than 43% 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

Sonnen, Inc. 401(k) 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. Sonnen, Inc. 401(k) Plan sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 473043045 · Sonnen, Inc. PY 2022 · 401(k)

Sonnen, Inc. 401(k) Plan · $3M · 107 · 43rd

  • VS-ST $3M
  • VS-ST 107
  • VS-ST 43rd
  • VS-ST 401(k)
  • VS-ST near Modern Plating Corporation 401(k) Profit Sharing Retirement Plan
  • VS-ST ind #121

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 Utilities retirement plans → · Plans in Georgia →

Sonnen, Inc. 401(k) Plan in the asset neighbourhood

Sonnen, Inc. 401(k) Plan$3MModern Plating Corporation 401(k) Profit Sharing Retirement PlanModern Plating Corporation 4…$3MApple Metro, Inc. 401(k) Plan$3MNy Proton 401(k) Plan$3MPowers Farley, PC Profit Sharing & 401(k) PlanPowers Farley, PC Profit Sha…$3M
End-of-year total assets ($M) among Sonnen, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$135K
Employer EIN473043045
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonnen, Inc.)

Sponsor-wide plan assets over time

All Sonnen, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 79.86127383000056% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.46M $6.22M ▲ +79.8%
Year Plans Participants Total Assets
2022 1 107 $3M
2023 1 107 $5M
2024 1 128 $6M

Nearby 401(k) Plans in Georgia

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

Sonnen, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Sonnen, Inc. 401(k) Plan, Total assets ($B): 0.003456882 · Participants: 107Sonnen, Inc. 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Sonnen, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Sonnen, Inc. 401(k) Plan side-by-side with 3 peers →

Sonnen, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Modern Plating Corporation 401(k) Profit Sharing Retirement Plan in IL ($3M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Sonnen, Inc. 401(k) Plan assets move in 2022? ▼
Sonnen, Inc. 401(k) Plan edged down modestly - down 3.8% during 2022, from $4M to $3M. Reported net income was -$135K.
How have Sonnen, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonnen, Inc.'s sponsor-wide assets grew 79.9%, from $3M to $6M.
Which 401(k) plans are similar in size to Sonnen, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Modern Plating Corporation 401(k) Profit Sharing Retirement Plan in IL ($3M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Sonnen, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 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 473043045.

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.