401(k) · DOL Form 5500 · 2023

Sonoma Technology, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
71
Participants Small participant base
72nd
Percentile by assets National rank
$278,177
Avg per participant High balance/head
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Official DOL plan name: Sonoma Technology, Inc. 401(k) Retirement Plan · Sponsored by Sonoma Technology, Inc. · California · Professional & Technical Services

$20M in assets, 71 participants

Sonoma Technology, Inc.'s Sonoma Technology, Inc. 401(k) Retirement Plan reported $20M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,664 in Professional & Technical Services (20,321 peers)

Sonoma Technology, Inc. multi-year trail

Sonoma Technology, Inc.'s plans moved -86.4% in assets from 2022 to 2024; this filing shows Sonoma Technology, Inc. 401(k) Retirement Plan at $20M / 71 participants.

#14,664
in Professional & Technical Services (20,321 peers)
+25.5%
assets growth YoY

Sonoma Technology, Inc. 401(k) Retirement Plan's outsized position by total assets

Sonoma Technology, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$19,750,601 Top 28% higher than 72% 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

Sonoma Technology, Inc. 401(k) Retirement 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. Sonoma Technology, Inc. 401(k) Retirement Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sonoma Technology, Inc. 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sonoma Technology, Inc. 401(k) Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Sonoma Technology, Inc. 401(k) Retirement Plan reported participants rose from 66 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942824807 · Sonoma Technology, Inc. PY 2023 · 401(k)

Sonoma Technology, Inc. 401(k) Retirement Plan · $20M · 71 · 72nd

  • EIN $20M
  • RANK 71
  • PHOTO 72nd
  • IND 401(k)
  • EOY near 3md, Inc. 401(k) Plan
  • 5500 ind #14664

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 →

Sonoma Technology, Inc. 401(k) Retirement Plan in the asset neighbourhood

Sonoma Technology, Inc. 401(k) Retirement PlanSonoma Technology, Inc. 401(…$20M3md, Inc. 401(k) Plan$20MArrow Tru-Line, Inc. 401(k) Profit Sharing Plan and TrustArrow Tru-Line, Inc. 401(k) …$20MNucara Management Group, Inc. 401(k) PlanNucara Management Group, Inc…$20MKeg 1 401(k) Plan$20M
End-of-year total assets ($M) among Sonoma Technology, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sonoma Technology, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sonoma Technology, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 86.44134459852614% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $15.7M $2.13M ▼ -86.5%
Year Plans Participants Total Assets
2022 1 66 $16M
2023 1 71 $20M
2024 1 77 $2M

Sonoma Technology, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN942824807
Plan Effective Date1987-08-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sonoma Technology, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sonoma Technology, Inc. 401(k) Retirement Plan, Total assets ($B): 0.019750601 · Participants: 71Sonoma Technology, Inc. 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sonoma Technology, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sonoma Technology, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Sonoma Technology, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is 3md, Inc. 401(k) Plan in WA ($20M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Sonoma Technology, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Sonoma Technology, Inc. 401(k) Retirement Plan grew sharply - up 25.5% during 2023, from $16M to $20M. Reported net income was $4M.
How have Sonoma Technology, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonoma Technology, Inc.'s sponsor-wide assets declined 86.4%, from $16M to $2M.
Which 401(k) plans are similar in size to Sonoma Technology, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 3md, Inc. 401(k) Plan in WA ($20M, 597 participants).
Which 401(k) plans cover a similar participant headcount to Sonoma Technology, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 942824807.

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.