401(k) · DOL Form 5500 · 2022

Somerset Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$527K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$527,316
Avg per participant High balance/head
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Official DOL plan name: Josephine Desiderio Individual 401(k) Plan · Sponsored by Somerset Solutions, LLC · Ohio · Real Estate

$527K in assets, 1 participants

Somerset Solutions, LLC's Josephine Desiderio Individual 401(k) Plan reported $527K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,613 in Real Estate (5,057 peers)

What the 2022 filing shows

Josephine Desiderio Individual 401(k) Plan holds $527K for 1 participant - about $527,316 per participant, among the smaller plans by assets on file.

#1,613
in Real Estate (5,057 peers)
+1.7%
assets growth YoY

Josephine Desiderio Individual 401(k) Plan among the smaller filed plans by assets

Josephine Desiderio Individual 401(k) Plan vs every filed plan by assets

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

$527,316 19th percentile higher than 19% 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

Josephine Desiderio Individual 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Josephine Desiderio Individual 401(k) Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 824339313 · Somerset Solutions, LLC PY 2022 · 401(k)

Josephine Desiderio Individual 401(k) Plan · $527K · 1 · 19th

  • EBSA $527K
  • PART 1
  • TYPE 19th
  • NET 401(k)
  • BOOK near Lumicare 401(k) Plan
  • VS-ST ind #1613

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 Real Estate retirement plans → · Plans in Ohio →

Josephine Desiderio Individual 401(k) Plan in the asset neighbourhood

Josephine Desiderio Individual 401(k) PlanJosephine Desiderio Individu…$527KLumicare 401(k) Plan$527KTeksol Integration Group Retirement PlanTeksol Integration Group Ret…$527KSigma Self Storage, Inc. 401(k) Profit Sharing PlanSigma Self Storage, Inc. 401…$527KArtist Capital LLC 401(k) Profit Sharing Plan & TrustArtist Capital LLC 401(k) Pr…$527K
End-of-year total assets ($M) among Josephine Desiderio Individual 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$518K
Net Assets (End of Year)$527K
Net Income$9K
Employer EIN824339313
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Somerset Solutions, LLC)

Sponsor-wide plan assets over time

All Somerset Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$567K 7.51788301511807% vs 2022
2023 filing year
$0.52M$0.54M$0.56M$0.58M 20222023 $0.53M $0.57M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 1 $527K
2023 1 1 $567K

Nearby 401(k) Plans in Ohio

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

Josephine Desiderio Individual 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Josephine Desiderio Individual 401(k) Plan, Total assets ($B): 0.000527316 · Participants: 1Josephine Desiderio Individual 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Josephine Desiderio Individual 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Josephine Desiderio Individual 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Lumicare 401(k) Plan in CO ($527K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Josephine Desiderio Individual 401(k) Plan assets move in 2022? ▼
Josephine Desiderio Individual 401(k) Plan edged up modestly - up 1.7% during 2022, from $518K to $527K. Reported net income was $9K.
How have Somerset Solutions, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Somerset Solutions, LLC's sponsor-wide assets grew 7.5%, from $527K to $567K.
Where does Josephine Desiderio Individual 401(k) Plan rank by assets among Form 5500 filers? ▼
Josephine Desiderio Individual 401(k) Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Josephine Desiderio Individual 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lumicare 401(k) Plan in CO ($527K, 110 participants).
Which 401(k) plans cover a similar participant headcount to Josephine Desiderio Individual 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 824339313.

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.