Profit Sharing · DOL Form 5500 · 2022

Sonic Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$361K
Total assets Small plan by assets
2
Participants Small participant base
15th
Percentile by assets National rank
$180,276
Avg per participant Above avg balance/head
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Official DOL plan name: Sonic Holdings, Inc. Retirement Plan · Sponsored by Sonic Holdings, Inc. · New Jersey · Other Services

$361K in assets, 2 participants

Sonic Holdings, Inc.'s Sonic Holdings, Inc. Retirement Plan reported $361K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,756 in Other Services (8,398 peers)

2022 asset change

Sonic Holdings, Inc. Retirement Plan grew at a solid clip 12.4% in 2022 ($321K → $361K) for 2 participants.

#2,756
in Other Services (8,398 peers)
+12.4%
assets growth YoY

Sonic Holdings, Inc. Retirement Plan among the smaller filed plans by assets

Sonic Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$360,552 15th percentile higher than 15% 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

Sonic Holdings, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sonic Holdings, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 462137308 · Sonic Holdings, Inc. PY 2022 · Profit Sharing

Sonic Holdings, Inc. Retirement Plan · $361K · 2 · 15th

  • VS-ST $361K
  • VS-ST 2
  • VS-ST 15th
  • VS-ST Profit Sharing
  • VS-ST near Emoc Retirement Plan
  • VS-ST ind #2756

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 Other Services retirement plans → · Plans in New Jersey →

Sonic Holdings, Inc. Retirement Plan in the asset neighbourhood

Sonic Holdings, Inc. Retirement PlanSonic Holdings, Inc. Retirem…$361KEmoc Retirement Plan$361KMove/Better Enterprises Inc. Retirement PlanMove/Better Enterprises Inc.…$360KClearwater Car Wash Inc. Retirement PlanClearwater Car Wash Inc. Ret…$360KJeffrey Horn Profit Sharing PlanJeffrey Horn Profit Sharing …$360K
End-of-year total assets ($M) among Sonic Holdings, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Sonic Holdings, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Sonic Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$346K 3.925647340744192% vs 2022
2024 filing year
$0.3M$0.32M$0.34M$0.36M$0.38M 202220232024 $0.36M $0.35M ▼ -2.8%
Year Plans Participants Total Assets
2022 1 2 $361K
2023 1 2 $310K
2024 1 2 $346K

2022 asset-move particulars

Total Assets (Beginning of Year)$321K
Net Assets (End of Year)$361K
Net Income$40K
Employer EIN462137308
Plan Effective Date2013-02-27
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sonic Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Sonic Holdings, Inc. Retirement Plan, Total assets ($B): 0.000360552 · Participants: 2Sonic Holdings, Inc. Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.170942715 · Participants: 2189Ernst & Young Partnership Retirement (Hr-10) PlanPrinceton University Retirement Plan, Total assets ($B): 1.829863121 · Participants: 8141Princeton University Retirement PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.328796729 · Participants: 10006Operating Engineers Local 825 Profit Sharing FundHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.300397825 · Participants: 8556Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.592706172 · Participants: 3061IBEW Local Union No 102 Surety Plan
Sonic Holdings, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants

Sonic Holdings, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Emoc Retirement Plan in PR ($361K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($361K here).

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 Sonic Holdings, Inc. Retirement Plan assets move in 2022?
Sonic Holdings, Inc. Retirement Plan grew at a solid clip - up 12.4% during 2022, from $321K to $361K. Reported net income was $40K.
How have Sonic Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sonic Holdings, Inc.'s sponsor-wide assets declined 3.9%, from $361K to $346K.
Where does Sonic Holdings, Inc. Retirement Plan rank by assets among Form 5500 filers?
Sonic Holdings, Inc. Retirement Plan ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Sonic Holdings, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Emoc Retirement Plan in PR ($361K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Sonic Holdings, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).