401(k) · DOL Form 5500 · 2022

Sovrn Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
203
Participants Below avg headcount
65th
Percentile by assets National rank
$49,981
Avg per participant Low balance/head
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Official DOL plan name: Sovrn 401(k) Plan · Sponsored by Sovrn Holdings, Inc. · Colorado · Professional & Technical Services

$10M in assets, 203 participants

Sovrn Holdings, Inc.'s Sovrn 401(k) Plan reported $10M in total assets and 203 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,785 in Professional & Technical Services (21,562 peers)

Sovrn Holdings, Inc. multi-year trail

Sovrn Holdings, Inc.'s plans moved +52.1% in assets from 2022 to 2024; this filing shows Sovrn 401(k) Plan at $10M / 203 participants.

#13,785
in Professional & Technical Services (21,562 peers)
-8.0%
assets change YoY

The plan reported a net loss of $888K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sovrn 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sovrn 401(k) Plan vs every filed plan by assets

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

$10,146,059 Top 35% higher than 65% 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

Sovrn 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. Sovrn 401(k) Plan sits mid-pack in the medium band (203 participants).

DOL schedule card

Filing strip 464307559 · Sovrn Holdings, Inc. PY 2022 · 401(k)

Sovrn 401(k) Plan · $10M · 203 · 65th

  • EOY $10M
  • EOY 203
  • EOY 65th
  • EOY 401(k)
  • EOY near Forestdale, Inc. Cash or Deferred Plan & Trust
  • EOY ind #13785

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 Colorado →

Sovrn 401(k) Plan in the asset neighbourhood

Sovrn 401(k) Plan$10MForestdale, Inc. Cash or Deferred Plan & TrustForestdale, Inc. Cash or Def…$10MCurative 401(k) Plan$10MTrails West Manufacturing of Idaho, Inc. 401(k) PlanTrails West Manufacturing of…$10MHorizon Group USA, Inc. Savings PlanHorizon Group USA, Inc. Savi…$10M
End-of-year total assets ($M) among Sovrn 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sovrn Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sovrn Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 52.11419527522953% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $15.4M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 203 $10M
2023 1 201 $14M
2024 1 195 $15M

Sovrn Holdings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$888K
Employer EIN464307559
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Sovrn 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Sovrn 401(k) Plan, Total assets ($B): 0.010146059 · Participants: 203Sovrn 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Sovrn 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sovrn 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Forestdale, Inc. Cash or Deferred Plan & Trust in NY ($10M); by covered participants it is Symbol Mattress 401(k) Plan in VA (203 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Sovrn 401(k) Plan assets move in 2022? ▼
Sovrn 401(k) Plan pulled back noticeably - down 8.0% during 2022, from $11M to $10M. Reported net income was -$888K.
How have Sovrn Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovrn Holdings, Inc.'s sponsor-wide assets grew 52.1%, from $10M to $15M.
Which 401(k) plans are similar in size to Sovrn 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forestdale, Inc. Cash or Deferred Plan & Trust in NY ($10M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Sovrn 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Symbol Mattress 401(k) Plan in VA (203 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 464307559.

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.