401(k) · DOL Form 5500 · 2022

Sohnen Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
120
Participants Small participant base
53rd
Percentile by assets National rank
$46,562
Avg per participant Low balance/head
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Official DOL plan name: Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan · Sponsored by Sohnen Enterprises, Inc. · California · Wholesale Trade

$6M in assets, 120 participants

Sohnen Enterprises, Inc.'s Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan reported $6M in total assets and 120 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,810 in Wholesale Trade (6,843 peers)

Coverage in California

Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $6M.

#2,810
in Wholesale Trade (6,843 peers)
-11.7%
assets change YoY

The plan reported a net loss of $737K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$5,587,450 Top 47% higher than 53% 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

Sohnen Enterprises, Inc. Profit Sharing and 401(k) 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. Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (120 participants).

Plan-year Form 5500 strip

Filing strip 952833510 · Sohnen Enterprises, Inc. PY 2022 · 401(k)

Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan · $6M · 120 · 53rd

  • TYPE $6M
  • TYPE 120
  • TYPE 53rd
  • TYPE 401(k)
  • TYPE near Pamar Enterprises, Inc Employee's 401(k) Profit Sharing Plan
  • TYPE ind #2810

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 Wholesale Trade retirement plans → · Plans in California →

Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Sohnen Enterprises, Inc. Profit Sharing and 401(k) PlanSohnen Enterprises, Inc. Pro…$6MPamar Enterprises, Inc Employee's 401(k) Profit Sharing PlanPamar Enterprises, Inc Emplo…$6MHiggins Group, Inc. Retirement PlanHiggins Group, Inc. Retireme…$6MMobile Asphalt Company 401(k) PlanMobile Asphalt Company 401(k…$6MPhillips Law Offices 401(k) Profit Sharing PlanPhillips Law Offices 401(k) …$6M
End-of-year total assets ($M) among Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$737K
Employer EIN952833510
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sohnen Enterprises, Inc.)

Sponsor-wide plan assets over time

All Sohnen Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 1.6615330359557083% vs 2022
2024 filing year
$14.4M$14.6M$14.8M$15M$15.2M$15.4M 202220232024 $14.6M $14.8M ▲ +1.6%
Year Plans Participants Total Assets
2022 2 240 $15M
2023 2 230 $15M
2024 2 154 $15M

Nearby 401(k) Plans in California

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

Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.00558745 · Participants: 120Sohnen Enterprises, Inc. Profit Sharing and 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
Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pamar Enterprises, Inc Employee's 401(k) Profit Sharing Plan in MI ($6M); by covered participants it is North Coast Container Corp. Union 401(k) Plan & Trust in OH (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan assets move in 2022? ▼
Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan pulled back noticeably - down 11.7% during 2022, from $6M to $6M. Reported net income was -$737K.
How have Sohnen Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sohnen Enterprises, Inc.'s sponsor-wide assets grew 1.7%, from $15M to $15M.
Which 401(k) plans are similar in size to Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pamar Enterprises, Inc Employee's 401(k) Profit Sharing Plan in MI ($6M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Sohnen Enterprises, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is North Coast Container Corp. Union 401(k) Plan & Trust in OH (120 participants, $674K 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 952833510.

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.