401(k) · DOL Form 5500 · 2022

Sonatype, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
267
Participants Below avg headcount
74th
Percentile by assets National rank
$60,412
Avg per participant Low balance/head
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Official DOL plan name: Sonatype Retirement Trust · Sponsored by Sonatype, Inc. · Maryland · Professional & Technical Services

$16M in assets, 267 participants

Sonatype, Inc.'s Sonatype Retirement Trust reported $16M in total assets and 267 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,847 in Professional & Technical Services (21,562 peers)

Coverage in Maryland

Sonatype Retirement Trust covers 267 participants in Maryland, about 29% of the average Maryland filer (state average ~929 per filing). Assets: $16M.

#15,847
in Professional & Technical Services (21,562 peers)
-0.5%
assets change YoY

The plan reported a net loss of $74K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sonatype Retirement Trust's outsized position by total assets

Sonatype Retirement Trust vs every filed plan by assets

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

$16,129,876 Top 26% higher than 74% 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

Sonatype Retirement 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. Sonatype Retirement Trust sits mid-pack in the medium band (267 participants).

Published 5500 schedule card

Filing strip 260641472 · Sonatype, Inc. PY 2022 · 401(k)

Sonatype Retirement Trust · $16M · 267 · 74th

  • PCT $16M
  • EIN 267
  • RANK 74th
  • PHOTO 401(k)
  • IND near Millbury Federal Credit Union 401(k) Profit Sharing Plan
  • EOY ind #15847

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 Maryland →

Sonatype Retirement Trust in the asset neighbourhood

Sonatype Retirement Trust$16MMillbury Federal Credit Union 401(k) Profit Sharing PlanMillbury Federal Credit Unio…$16MHamilton Cardiology Associates, P.a. 401(k) PlanHamilton Cardiology Associat…$16MBuckles-Smith Electric Co. Savings and Investment PlanBuckles-Smith Electric Co. S…$16MBuckles-Smith Electric Co. Savings and Investment PlanBuckles-Smith Electric Co. S…$16M
End-of-year total assets ($M) among Sonatype Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income-$74K
Employer EIN260641472
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonatype, Inc.)

Sponsor-wide plan assets over time

All Sonatype, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 60.60114163307889% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.1M $25.9M ▲ +60.6%
Year Plans Participants Total Assets
2022 1 267 $16M
2023 1 368 $22M
2024 1 296 $26M

Nearby 401(k) Plans in Maryland

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

Sonatype Retirement Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Sonatype Retirement Trust, Total assets ($B): 0.016129876 · Participants: 267Sonatype Retirement TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Sonatype Retirement Trust vs. nearby 401(k) plans in Maryland, assets vs. participants

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

Outside Maryland, the nearest 401(k) by assets is Millbury Federal Credit Union 401(k) Profit Sharing Plan in MA ($16M); by covered participants it is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants). Same-state nearby plans are listed separately above.

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 Sonatype Retirement Trust assets move in 2022?
Sonatype Retirement Trust held essentially flat - down 0.5% during 2022, from $16M to $16M. Reported net income was -$74K.
How have Sonatype, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sonatype, Inc.'s sponsor-wide assets grew 60.6%, from $16M to $26M.
Which 401(k) plans are similar in size to Sonatype Retirement Trust?
Among 401(k) plans in other states, the closest by assets is Millbury Federal Credit Union 401(k) Profit Sharing Plan in MA ($16M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Sonatype Retirement Trust?
Among 401(k) plans in other states, the closest by covered participants is Amazing Grace Personal Care Services 401(k) Profit Sharing Plan and Trust in NM (267 participants, $67K in assets).