401(k) · DOL Form 5500 · 2023

Sommer Udall Law Firm, P.a. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
15
Participants Small participant base
60th
Percentile by assets National rank
$697,834
Avg per participant High balance/head
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Official DOL plan name: Sommer Udall Law Firm 401(k) Profit Sharing Plan · Sponsored by Sommer Udall Law Firm, P.a. · New Mexico · Professional & Technical Services

$10M in assets, 15 participants

Sommer Udall Law Firm, P.a.'s Sommer Udall Law Firm 401(k) Profit Sharing Plan reported $10M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,855 in Professional & Technical Services (20,321 peers)

Sommer Udall Law Firm, P.a. multi-year trail

Sommer Udall Law Firm, P.a.'s plans moved +21.3% in assets from 2022 to 2024; this filing shows Sommer Udall Law Firm 401(k) Profit Sharing Plan at $10M / 15 participants.

#11,855
in Professional & Technical Services (20,321 peers)
+2.7%
assets growth YoY

Sommer Udall Law Firm 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sommer Udall Law Firm 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,467,514 Top 40% higher than 60% of 127,068 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 2023

Sommer Udall Law Firm 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sommer Udall Law Firm 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sommer Udall Law Firm 401(k) Profit Sharing Plan reported net income rose from -$702K in the plan year 2022 filing to $276K in the plan year 2023 filing.
  • Sommer Udall Law Firm 401(k) Profit Sharing Plan reported participants fell from 20 in the plan year 2022 filing to 15 in the plan year 2023 filing.
  • Sommer Udall Law Firm 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850216342 · Sommer Udall Law Firm, P.a. PY 2023 · 401(k)

Sommer Udall Law Firm 401(k) Profit Sharing Plan · $10M · 15 · 60th

  • IND $10M
  • IND 15
  • IND 60th
  • IND 401(k)
  • IND near Ach Child and Family Services 401(k) Plan
  • IND ind #11855

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 New Mexico →

Sommer Udall Law Firm 401(k) Profit Sharing Plan in the asset neighbourhood

Sommer Udall Law Firm 401(k) Profit Sharing PlanSommer Udall Law Firm 401(k)…$10MAch Child and Family Services 401(k) PlanAch Child and Family Service…$10MConscious Content Media, Inc. D/B/a Homer 401(k) PlanConscious Content Media, Inc…$10MHughes Circuits 401(k) Plan$10MBabcock Center 401(k) Plan$10M
End-of-year total assets ($M) among Sommer Udall Law Firm 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sommer Udall Law Firm, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Sommer Udall Law Firm, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 21.349342802323% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $10.2M $12.4M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 20 $10M
2023 1 15 $10M
2024 1 17 $12M

Sommer Udall Law Firm, P.a. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$276K
Employer EIN850216342
Plan Effective Date1972-01-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Sommer Udall Law Firm 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Sommer Udall Law Firm 401(k) Profit Sharing Plan, Total assets ($B): 0.010467514 · Participants: 15Sommer Udall Law Firm 401(k) Profit Sharing PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Sommer Udall Law Firm 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Sommer Udall Law Firm 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sommer Udall Law Firm 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Ach Child and Family Services 401(k) Plan in TX ($10M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 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 (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sommer Udall Law Firm 401(k) Profit Sharing Plan assets move in 2023? ▼
Sommer Udall Law Firm 401(k) Profit Sharing Plan edged up modestly - up 2.7% during 2023, from $10M to $10M. Reported net income was $276K.
How have Sommer Udall Law Firm, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sommer Udall Law Firm, P.a.'s sponsor-wide assets grew 21.3%, from $10M to $12M.
Which 401(k) plans are similar in size to Sommer Udall Law Firm 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ach Child and Family Services 401(k) Plan in TX ($10M, 518 participants).
Which 401(k) plans cover a similar participant headcount to Sommer Udall Law Firm 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 850216342.

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.