401(k) · DOL Form 5500 · 2022

Sophia, L.P. 401(k) Plan

Data updated 2026-08-25

$518M
Total assets Above avg plan size
2,029
Participants Near avg headcount
98th
Percentile by assets National rank
$255,211
Avg per participant Above avg balance/head
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Official DOL plan name: Ellucian Retirement Plan · Sponsored by Sophia, L.P. · Virginia · Professional & Technical Services

$518M in assets, 2,029 participants

Sophia, L.P.'s Ellucian Retirement Plan reported $518M in total assets and 2,029 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #21,268 in Professional & Technical Services (21,562 peers)

Coverage in Virginia

Ellucian Retirement Plan covers 2,029 participants in Virginia, 2.6x the typical Virginia plan (state average ~782 per filing). Assets: $518M.

#21,268
in Professional & Technical Services (21,562 peers)
-18.5%
assets change YoY
5.2×
vs typical plan assets (national mean)

The plan reported a net loss of $124M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ellucian Retirement Plan's outsized position by total assets

Ellucian Retirement Plan vs every filed plan by assets

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

$517,823,125 Top 2% higher than 98% 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

Ellucian Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellucian Retirement Plan lands in the large band (2,029 participants).

Published 5500 schedule card

Filing strip 453182708 · Sophia, L.P. PY 2022 · 401(k)

Ellucian Retirement Plan · $518M · 2,029 · 98th

  • 5500 $518M
  • 5500 2,029
  • 5500 98th
  • 5500 401(k)
  • 5500 near Cf Industries Holdings, Inc. 401(k) Plan
  • 5500 ind #21268

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 Virginia →

Ellucian Retirement Plan in the asset neighbourhood

Amended and Restated Savings Fund Plan for Employees of 84 Lumber CompanyAmended and Restated Savings…$519MConsumer Healthcare 401(k) PlanConsumer Healthcare 401(k) P…$519MZoll Medical Corporation Employee Savings PlanZoll Medical Corporation Emp…$519MCf Industries Holdings, Inc. 401(k) PlanCf Industries Holdings, Inc.…$519MEllucian Retirement Plan$518M
End-of-year total assets ($M) among Ellucian Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$636M
Net Assets (End of Year)$518M
Net Income-$124M
Employer EIN453182708
Plan Effective Date2012-01-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Sophia, L.P.)

Sponsor-wide plan assets over time

All Sophia, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$660M 27.511173820211294% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $518M $660M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 2,029 $518M
2023 1 2,339 $609M
2024 1 2,286 $660M

Nearby 401(k) Plans in Virginia

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

Ellucian Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -10010203040 Total assets ($B) Participants Ellucian Retirement Plan, Total assets ($B): 0.517823125 · Participants: 2029Ellucian Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Ellucian Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Ellucian Retirement Plan side-by-side with 3 peers →

Ellucian Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Cf Industries Holdings, Inc. 401(k) Plan in IL ($519M); by covered participants it is Terumo Bct, Inc. 401(k) Plan in CO (2,029 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,029 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 Ellucian Retirement Plan assets move in 2022? ▼
Ellucian Retirement Plan declined sharply - down 18.5% during 2022, from $636M to $518M. Reported net income was -$124M.
How have Sophia, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sophia, L.P.'s sponsor-wide assets grew 27.5%, from $518M to $660M.
Where does Ellucian Retirement Plan rank by assets among Form 5500 filers? ▼
Ellucian Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ellucian Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cf Industries Holdings, Inc. 401(k) Plan in IL ($519M, 2,012 participants).
Which 401(k) plans cover a similar participant headcount to Ellucian Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Terumo Bct, Inc. 401(k) Plan in CO (2,029 participants, $266M 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 453182708.

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.