401(k) · DOL Form 5500 · 2022
Sobel & Co., LLC., Certified Public Accountants 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 175
- Participants Small participant base
- 80th
- Percentile by assets National rank
- $134,554
- Avg per participant Near avg balance/head
Official DOL plan name: Sobel & Co., LLC. Retirement Plan · Sponsored by Sobel & Co., LLC., Certified Public Accountants · New Jersey · Professional & Technical Services
$24M in assets, 175 participants
Sobel & Co., LLC., Certified Public Accountants's Sobel & Co., LLC. Retirement Plan reported $24M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #17,241 in Professional & Technical Services (21,562 peers)
Coverage in New Jersey
Sobel & Co., LLC. Retirement Plan covers 175 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: $24M.
- #17,241
- in Professional & Technical Services (21,562 peers)
- -10.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sobel & Co., LLC. Retirement Plan's outsized position by total assets
Sobel & Co., LLC. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$23,546,989 Top 20% higher than 80% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sobel & Co., LLC. Retirement 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. Sobel & Co., LLC. Retirement Plan sits mid-pack in the medium band (175 participants).
DOL schedule card
Filing strip 221430039 · Sobel & Co., LLC., Certified Public Accountants PY 2022 · 401(k)
Sobel & Co., LLC. Retirement Plan · $24M · 175 · 80th
- EBSA $24M
- EBSA 175
- EBSA 80th
- EBSA 401(k)
- EBSA near Clover Health 401(k)
- EBSA ind #17241
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 Jersey →
Sobel & Co., LLC. Retirement Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$3M |
| Employer EIN | 221430039 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sobel & Co., LLC., Certified Public Accountants)
Sponsor-wide plan assets over time
All Sobel & Co., LLC., Certified Public Accountants plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 61.56089426125778% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 175 | $24M |
| 2023 | 1 | 197 | $9M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Sobel & Co., LLC. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Clover Health 401(k) in CA ($24M); by covered participants it is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Clover Health 401(k) (CA) $24M · 594
- Fmdh 401(k) Retirement Plan & Trust (MT) $24M · 257
- Tlc, Inc. 401(k) Plan (MD) $24M · 444
- Am Technical Solutions 401(k)/Ps (TX) $24M · 552
Similar participant headcount
Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.
- Gudenkauf Corporation 401(k) Profit Sharing Plan (OH) 175 · 0 off
- Donia, LLC 401(k) (NY) 175 · 0 off
- Sanwa Growers, Inc 401(k) Plan (FL) 175 · 0 off
- Riverview Financial Corporation 401(k) Retirement Plan (PA) 175 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.