401(k) · DOL Form 5500 · 2022

Sorenson & Sorenson, M.D.'s, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
15
Participants Small participant base
66th
Percentile by assets National rank
$708,807
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan · Sponsored by Sorenson & Sorenson, M.D.'s, Inc. · California · Healthcare & Social Assistance

$11M in assets, 15 participants

Sorenson & Sorenson, M.D.'s, Inc.'s Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan reported $11M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #14,338 in Healthcare & Social Assistance (20,060 peers)

Sorenson & Sorenson, M.D.'s, Inc. multi-year trail

Sorenson & Sorenson, M.D.'s, Inc.'s plans moved +55.8% in assets from 2022 to 2024; this filing shows Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan at $11M / 15 participants.

#14,338
in Healthcare & Social Assistance (20,060 peers)
-20.2%
assets change YoY

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.

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$10,632,106 Top 34% higher than 66% 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

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 941717034 · Sorenson & Sorenson, M.D.'s, Inc. PY 2022 · 401(k)

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan · $11M · 15 · 66th

  • NET $11M
  • NET 15
  • NET 66th
  • NET 401(k)
  • NET near Arch-Con. 401(k) Plan
  • NET ind #14338

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) PlanSorenson & Sorenson, M.D.'s,…$11MArch-Con. 401(k) Plan$11MMcg Explore Design Profit Sharing and Retirement PlanMcg Explore Design Profit Sh…$11MDirect Source, Inc. Retirement PlanDirect Source, Inc. Retireme…$11MSynapse Wireless, Inc. 401(k) PlanSynapse Wireless, Inc. 401(k…$11M
End-of-year total assets ($M) among Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sorenson & Sorenson, M.D.'s, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sorenson & Sorenson, M.D.'s, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 55.84401622782919% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $16.6M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 15 $11M
2023 1 18 $14M
2024 1 19 $17M

Sorenson & Sorenson, M.D.'s, Inc. filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN941717034
Plan Effective Date1989-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.010632106 · Participants: 15Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Arch-Con. 401(k) Plan in TX ($11M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan assets move in 2022? ▼
Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan declined sharply - down 20.2% during 2022, from $13M to $11M. Reported net income was -$3M.
How have Sorenson & Sorenson, M.D.'s, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sorenson & Sorenson, M.D.'s, Inc.'s sponsor-wide assets grew 55.8%, from $11M to $17M.
Which 401(k) plans are similar in size to Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arch-Con. 401(k) Plan in TX ($11M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K 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 941717034.

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.