401(k) · DOL Form 5500 · 2022

Southern New England Healthcare Organization, Inc. Dba Sone Health 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
90
Participants Small participant base
55th
Percentile by assets National rank
$68,791
Avg per participant Below avg balance/head
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Official DOL plan name: Southern New England Healthcare Organization, Inc. 401(k) Plan · Sponsored by Southern New England Healthcare Organization, Inc. Dba Sone Health · Connecticut · Healthcare & Social Assistance

$6M in assets, 90 participants

Southern New England Healthcare Organization, Inc. Dba Sone Health's Southern New England Healthcare Organization, Inc. 401(k) Plan reported $6M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #12,211 in Healthcare & Social Assistance (20,060 peers)

Southern New England Healthcare Organization, Inc. Dba Sone Health multi-year trail

Southern New England Healthcare Organization, Inc. Dba Sone Health's plans moved +18.0% in assets from 2022 to 2024; this filing shows Southern New England Healthcare Organization, Inc. 401(k) Plan at $6M / 90 participants.

#12,211
in Healthcare & Social Assistance (20,060 peers)
-5.3%
assets change YoY

The plan reported a net loss of $349K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern New England Healthcare Organization, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Southern New England Healthcare Organization, Inc. 401(k) Plan vs every filed plan by assets

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

$6,191,198 Top 45% higher than 55% 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

Southern New England Healthcare Organization, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern New England Healthcare Organization, Inc. 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 061391257 · Southern New England Healthcare Organization, Inc. Dba Sone Health PY 2022 · 401(k)

Southern New England Healthcare Organization, Inc. 401(k) Plan · $6M · 90 · 55th

  • EOY $6M
  • 5500 90
  • ASSETS 55th
  • PCT 401(k)
  • EIN near Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan
  • RANK ind #12211

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Southern New England Healthcare Organization, Inc. 401(k) Plan in the asset neighbourhood

Southern New England Healthcare Organization, Inc. 401(k) PlanSouthern New England Healthc…$6MMontgomery General Health Care System, Inc. 401(k) Profit Sharing PlanMontgomery General Health Ca…$6MParker Ibrahim & Berg LLP 401(k) PlanParker Ibrahim & Berg LLP 40…$6MIh Services Retirement Savings PlanIh Services Retirement Savin…$6MYavapai Apache Nation Enterprise 401(k) Retirement PlanYavapai Apache Nation Enterp…$6M
End-of-year total assets ($M) among Southern New England Healthcare Organization, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Southern New England Healthcare Organization, Inc. Dba Sone Health multi-year asset trail

Sponsor-wide plan assets over time

All Southern New England Healthcare Organization, Inc. Dba Sone Health plans reported in each filing year

Latest sponsor-wide plan assets
$7M 18.04729876188744% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.19M $7.31M ▲ +18.1%
Year Plans Participants Total Assets
2022 1 90 $6M
2023 1 90 $6M
2024 1 99 $7M

Southern New England Healthcare Organization, Inc. Dba Sone Health filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$349K
Employer EIN061391257
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Southern New England Healthcare Organization, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Southern New England Healthcare Organization, Inc. 401(k) Plan, Total assets ($B): 0.006191198 · Participants: 90Southern New England Healthcare Organization, Inc. 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Southern New England Healthcare Organization, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Southern New England Healthcare Organization, Inc. 401(k) Plan side-by-side with 3 peers →

Southern New England Healthcare Organization, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan in WV ($6M); by covered participants it is Choicelegal Retirement Savings Plan in FL (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Southern New England Healthcare Organization, Inc. 401(k) Plan assets move in 2022? ▼
Southern New England Healthcare Organization, Inc. 401(k) Plan pulled back noticeably - down 5.3% during 2022, from $7M to $6M. Reported net income was -$349K.
How have Southern New England Healthcare Organization, Inc. Dba Sone Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern New England Healthcare Organization, Inc. Dba Sone Health's sponsor-wide assets grew 18.0%, from $6M to $7M.
Which 401(k) plans are similar in size to Southern New England Healthcare Organization, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Montgomery General Health Care System, Inc. 401(k) Profit Sharing Plan in WV ($6M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Southern New England Healthcare Organization, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Choicelegal Retirement Savings Plan in FL (90 participants, $318K 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 061391257.

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.