401(k) · DOL Form 5500 · 2022

Soaren Management LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
131
Participants Small participant base
38th
Percentile by assets National rank
$20,236
Avg per participant Low balance/head
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Official DOL plan name: Soaren Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Soaren Management LLC · Arizona · Professional & Technical Services

$3M in assets, 131 participants

Soaren Management LLC's Soaren Management LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,592 in Professional & Technical Services (21,562 peers)

Coverage in Arizona

Soaren Management LLC 401(k) Profit Sharing Plan & Trust covers 131 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#7,592
in Professional & Technical Services (21,562 peers)
+6.5%
assets growth YoY

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

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

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

$2,650,907 38th percentile higher than 38% 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

Soaren Management LLC 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. Soaren Management LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (131 participants).

EBSA filing schedule strip

Filing strip 850972337 · Soaren Management LLC PY 2022 · 401(k)

Soaren Management LLC 401(k) Profit Sharing Plan & Trust · $3M · 131 · 38th

  • EBSA $3M
  • EBSA 131
  • EBSA 38th
  • EBSA 401(k)
  • EBSA near Express Management Services, Inc. 401(k) Plan
  • EBSA ind #7592

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 Arizona →

Soaren Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Soaren Management LLC 401(k) Profit Sharing Plan & TrustSoaren Management LLC 401(k)…$3MExpress Management Services, Inc. 401(k) PlanExpress Management Services,…$3MCrafted Plastics Inc. 401(k) Savings PlanCrafted Plastics Inc. 401(k)…$3MBeaconlive, LLC 401(k) Profit Sharing PlanBeaconlive, LLC 401(k) Profi…$3MFuhrman Management Assoc 401(k) Profit Sharing PlanFuhrman Management Assoc 401…$3M
End-of-year total assets ($M) among Soaren Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$163K
Employer EIN850972337
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Soaren Management LLC)

Sponsor-wide plan assets over time

All Soaren Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 96.61976070831606% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.65M $5.21M ▲ +96.6%
Year Plans Participants Total Assets
2022 1 131 $3M
2023 1 120 $4M
2024 1 128 $5M

Nearby 401(k) Plans in Arizona

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

Soaren Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Soaren Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002650907 · Participants: 131Soaren Management LLC 401(k) Profit Sharing Plan & TrustBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Soaren Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Soaren Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Express Management Services, Inc. 401(k) Plan in MD ($3M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Soaren Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Soaren Management LLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 6.5% during 2022, from $2M to $3M. Reported net income was $163K.
How have Soaren Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soaren Management LLC's sponsor-wide assets grew 96.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Soaren Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Express Management Services, Inc. 401(k) Plan in MD ($3M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Soaren Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M 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 850972337.

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.