401(k) · DOL Form 5500 · 2022

Sovereign Lending Group Incorporated 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
138
Participants Small participant base
36th
Percentile by assets National rank
$16,796
Avg per participant Low balance/head
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Official DOL plan name: Sovereign Lending Group 401(k) Plan · Sponsored by Sovereign Lending Group Incorporated · California · Finance & Insurance

$2M in assets, 138 participants

Sovereign Lending Group Incorporated's Sovereign Lending Group 401(k) Plan reported $2M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,268 in Finance & Insurance (9,261 peers)

Coverage in California

Sovereign Lending Group 401(k) Plan covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $2M.

#2,268
in Finance & Insurance (9,261 peers)
-30.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sovereign Lending Group 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Sovereign Lending Group 401(k) Plan vs every filed plan by assets

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

$2,317,857 36th percentile higher than 36% 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

Sovereign Lending Group 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. Sovereign Lending Group 401(k) Plan sits mid-pack in the medium band (138 participants).

Plan-year Form 5500 strip

Filing strip 202471369 · Sovereign Lending Group Incorporated PY 2022 · 401(k)

Sovereign Lending Group 401(k) Plan · $2M · 138 · 36th

  • NET $2M
  • NET 138
  • NET 36th
  • NET 401(k)
  • NET near Advanced Spine & Pain, LLC 401(k) Plan
  • NET ind #2268

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 Finance & Insurance retirement plans → · Plans in California →

Sovereign Lending Group 401(k) Plan in the asset neighbourhood

Sovereign Lending Group 401(k) PlanSovereign Lending Group 401(…$2MAdvanced Spine & Pain, LLC 401(k) PlanAdvanced Spine & Pain, LLC 4…$2MAruanno Enterprises Inc. Retirement PlanAruanno Enterprises Inc. Ret…$2MAble Communications Inc. 401(k) PlanAble Communications Inc. 401…$2MDominion Group 401(k) Plan$2M
End-of-year total assets ($M) among Sovereign Lending Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN202471369
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sovereign Lending Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sovereign Lending Group 401(k) Plan, Total assets ($B): 0.002317857 · Participants: 138Sovereign Lending Group 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
Sovereign Lending Group 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sovereign Lending Group 401(k) Plan side-by-side with 3 peers →

Sovereign Lending Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Advanced Spine & Pain, LLC 401(k) Plan in NJ ($2M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Sovereign Lending Group 401(k) Plan assets move in 2022? ▼
Sovereign Lending Group 401(k) Plan contracted severely - down 30.9% during 2022, from $3M to $2M. Reported net income was -$1M.
Which 401(k) plans are similar in size to Sovereign Lending Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Spine & Pain, LLC 401(k) Plan in NJ ($2M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Sovereign Lending Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants, N/A 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 202471369.

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.