401(k) · DOL Form 5500 · 2022
Sobrato Organization 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 105
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $139,789
- Avg per participant Near avg balance/head
Official DOL plan name: The Sobrato Organization 401(k) Savings Plan · Sponsored by Sobrato Organization · California · Construction
$15M in assets, 105 participants
Sobrato Organization's The Sobrato Organization 401(k) Savings Plan reported $15M in total assets and 105 participants in its 2022 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.
- #7,141 in Construction (9,927 peers)
Coverage in California
The Sobrato Organization 401(k) Savings Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $15M.
- #7,141
- in Construction (9,927 peers)
- -22.3%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Sobrato Organization 401(k) Savings Plan's outsized position by total assets
The Sobrato Organization 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,677,888 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Sobrato Organization 401(k) Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sobrato Organization 401(k) Savings Plan sits mid-pack in the medium band (105 participants).
Published 5500 schedule card
Filing strip 770262755 · Sobrato Organization PY 2022 · 401(k)
The Sobrato Organization 401(k) Savings Plan · $15M · 105 · 72nd
- PCT $15M
- EIN 105
- RANK 72nd
- PHOTO 401(k)
- IND near First National Bancshares, Inc. Profit Sharing & ESOP
- EOY ind #7141
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 Construction retirement plans → · Plans in California →
The Sobrato Organization 401(k) Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$4M |
| Employer EIN | 770262755 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sobrato Organization)
Sponsor-wide plan assets over time
All Sobrato Organization plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 57.41016009932765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 105 | $15M |
| 2023 | 1 | 81 | $19M |
| 2024 | 1 | 121 | $23M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
The Sobrato Organization 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is First National Bancshares, Inc. Profit Sharing & ESOP in KS ($15M); by covered participants it is Tak Communications Wi LLC 401(k) Plan in SD (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- First National Bancshares, Inc. Profit Sharing & ESOP (KS) $15M · 40
- Functional Pathways 401(k) Plan (TN) $15M · 1,002
- Atlas Healthcare Partners 401(k) Plan (AZ) $15M · 649
- Micro Matic USA, Inc. Retirement Savings Plan (FL) $15M · 192
Similar participant headcount
Nearest other-state filings by covered participants (105 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.