401(k) · DOL Form 5500 · 2022

Sonata Software North America, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
85
Participants Small participant base
56th
Percentile by assets National rank
$75,964
Avg per participant Below avg balance/head
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Official DOL plan name: Sonata Software North America, Inc. Retirement Trust · Sponsored by Sonata Software North America, Inc. · California · Professional & Technical Services

$6M in assets, 85 participants

Sonata Software North America, Inc.'s Sonata Software North America, Inc. Retirement Trust reported $6M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,635 in Professional & Technical Services (21,562 peers)

Sonata Software North America, Inc. multi-year trail

Sonata Software North America, Inc.'s plans moved +172.6% in assets from 2022 to 2024; this filing shows Sonata Software North America, Inc. Retirement Trust at $6M / 85 participants.

#11,635
in Professional & Technical Services (21,562 peers)
-21.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sonata Software North America, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Sonata Software North America, Inc. Retirement Trust vs every filed plan by assets

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

$6,456,955 Top 44% higher than 56% 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

Sonata Software North America, Inc. Retirement Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sonata Software North America, Inc. Retirement Trust is a small filing (85 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 680281955 · Sonata Software North America, Inc. PY 2022 · 401(k)

Sonata Software North America, Inc. Retirement Trust · $6M · 85 · 56th

  • EOY $6M
  • 5500 85
  • ASSETS 56th
  • PCT 401(k)
  • EIN near Comodo Group Inc 401(k) Profit Sharing Plan and Trust
  • RANK ind #11635

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 California →

Sonata Software North America, Inc. Retirement Trust in the asset neighbourhood

Sonata Software North America, Inc. Retirement TrustSonata Software North Americ…$6MComodo Group Inc 401(k) Profit Sharing Plan and TrustComodo Group Inc 401(k) Prof…$6MClark Manufacturing Company Employee Benefit PlanClark Manufacturing Company …$6MOregon Pacific Common Paymaster Company 401(k) Profit Sharing Plan and TrustOregon Pacific Common Paymas…$6M403(b) Thrift Plan for Employees of Nueces County Community Action Agency403(b) Thrift Plan for Emplo…$6M
End-of-year total assets ($M) among Sonata Software North America, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sonata Software North America, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sonata Software North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 172.61303509161826% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.46M $17.6M ▲ +172.4%
Year Plans Participants Total Assets
2022 1 85 $6M
2023 1 83 $11M
2024 1 208 $18M

Sonata Software North America, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$6M
Net Income-$2M
Employer EIN680281955
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sonata Software North America, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sonata Software North America, Inc. Retirement Trust, Total assets ($B): 0.006456955 · Participants: 85Sonata Software North America, Inc. Retirement TrustWells 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
Sonata Software North America, Inc. Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Sonata Software North America, Inc. Retirement Trust side-by-side with 3 peers →

Sonata Software North America, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Comodo Group Inc 401(k) Profit Sharing Plan and Trust in NJ ($6M); by covered participants it is Dwight W. Andrus Insurance, Inc. 401(k) Plan in LA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Sonata Software North America, Inc. Retirement Trust assets move in 2022? ▼
Sonata Software North America, Inc. Retirement Trust declined sharply - down 21.5% during 2022, from $8M to $6M. Reported net income was -$2M.
How have Sonata Software North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonata Software North America, Inc.'s sponsor-wide assets grew 172.6%, from $6M to $18M.
Which 401(k) plans are similar in size to Sonata Software North America, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Comodo Group Inc 401(k) Profit Sharing Plan and Trust in NJ ($6M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Sonata Software North America, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dwight W. Andrus Insurance, Inc. 401(k) Plan in LA (85 participants, $7M 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 680281955.

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.