401(k) · DOL Form 5500 · 2022

Sozo Aviation Inc. 401(k) Plan

Data updated 2026-08-25

$46K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$46,076
Avg per participant Low balance/head
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Official DOL plan name: Sozo Aviation 401(k) · Sponsored by Sozo Aviation Inc. · Florida · Transportation & Warehousing

$46K in assets, 1 participants

Sozo Aviation Inc.'s Sozo Aviation 401(k) reported $46K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

  • #127 in Transportation & Warehousing (3,876 peers)

Sozo Aviation Inc. multi-year trail

Sozo Aviation Inc.'s plans moved +1345.3% in assets from 2022 to 2024; this filing shows Sozo Aviation 401(k) at $46K / 1 participant.

#127
in Transportation & Warehousing (3,876 peers)
-73.3%
assets change YoY

The plan reported a net loss of $127K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sozo Aviation 401(k) among the smaller filed plans by assets

Sozo Aviation 401(k) vs every filed plan by assets

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

$46,076 3rd percentile higher than 3% 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

Sozo Aviation 401(k) among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sozo Aviation 401(k) is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 863156958 · Sozo Aviation Inc. PY 2022 · 401(k)

Sozo Aviation 401(k) · $46K · 1 · 3rd

  • EOY $46K
  • EOY 1
  • EOY 3rd
  • EOY 401(k)
  • EOY near Global Artisan Products, Inc. 401(k) Plan
  • EOY ind #127

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Sozo Aviation 401(k) in the asset neighbourhood

Sozo Aviation 401(k)$46KGlobal Artisan Products, Inc. 401(k) PlanGlobal Artisan Products, Inc…$46KThe Casual Pint Inc. 401(k) PlanThe Casual Pint Inc. 401(k) …$46KAngelic Home Care Agency Inc 401(k) Profit Sharing Plan & TrustAngelic Home Care Agency Inc…$46KMaeda Construction 401(k) Profit Sharing Plan & TrustMaeda Construction 401(k) Pr…$46K
End-of-year total assets ($M) among Sozo Aviation 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sozo Aviation Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sozo Aviation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$666K 1345.2534942269294% vs 2022
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.05M $0.67M ▲ +1240.0%
Year Plans Participants Total Assets
2022 1 1 $46K
2023 1 1 $168K
2024 1 1 $666K

Sozo Aviation Inc. filing trail (2022)

Total Assets (Beginning of Year)$173K
Net Assets (End of Year)$46K
Net Income-$127K
Employer EIN863156958
Plan Effective Date2021-04-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sozo Aviation 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Sozo Aviation 401(k), Total assets ($B): 0.000046076 · Participants: 1Sozo Aviation 401(k)L3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Sozo Aviation 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sozo Aviation 401(k) side-by-side with 3 peers →

Sozo Aviation 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Global Artisan Products, Inc. 401(k) Plan in OH ($46K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Sozo Aviation 401(k) assets move in 2022? ▼
Sozo Aviation 401(k) contracted severely - down 73.3% during 2022, from $173K to $46K. Reported net income was -$127K.
How have Sozo Aviation Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sozo Aviation Inc.'s sponsor-wide assets grew 1345.3%, from $46K to $666K.
Where does Sozo Aviation 401(k) rank by assets among Form 5500 filers? ▼
Sozo Aviation 401(k) ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sozo Aviation 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Global Artisan Products, Inc. 401(k) Plan in OH ($46K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Sozo Aviation 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 863156958.

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.