401(k) · DOL Form 5500 · 2023

Sojern, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
276
Participants Below avg headcount
75th
Percentile by assets National rank
$84,006
Avg per participant Below avg balance/head
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Official DOL plan name: Sojern, Inc. 401(k) Plan · Sponsored by Sojern, Inc. · Nebraska · Professional & Technical Services

$23M in assets, 276 participants

Sojern, Inc.'s Sojern, Inc. 401(k) Plan reported $23M in total assets and 276 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,331 in Professional & Technical Services (20,321 peers)

Coverage in Nebraska

Sojern, Inc. 401(k) Plan covers 276 participants in Nebraska, about 50% of the average Nebraska filer (state average ~552 per filing). Assets: $23M.

#15,331
in Professional & Technical Services (20,321 peers)
+40.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Sojern, Inc. 401(k) Plan's outsized position by total assets

Sojern, Inc. 401(k) Plan vs every filed plan by assets

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

$23,185,550 Top 25% higher than 75% 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

Sojern, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sojern, Inc. 401(k) Plan sits mid-pack in the medium band (276 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sojern, Inc. 401(k) Plan reported net income rose from -$319K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sojern, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Sojern, Inc. 401(k) Plan reported participants rose from 210 in the plan year 2022 filing to 276 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260515764 · Sojern, Inc. PY 2023 · 401(k)

Sojern, Inc. 401(k) Plan · $23M · 276 · 75th

  • NET $23M
  • BOOK 276
  • VS-ST 75th
  • BOY 401(k)
  • SCH near Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #15331

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 Nebraska →

Sojern, Inc. 401(k) Plan in the asset neighbourhood

Sojern, Inc. 401(k) Plan$23MWisconsin Vision Associates, Inc. 401(k) Profit Sharing PlanWisconsin Vision Associates,…$23MCarroll Daniel Construction Company Retirement PlanCarroll Daniel Construction …$23MTrevipay 401(k) Plan$23MNew Mexico Mutual 401(k) Plan$23M
End-of-year total assets ($M) among Sojern, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$23M
Net Income$7M
Employer EIN260515764
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sojern, Inc.)

Sponsor-wide plan assets over time

All Sojern, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 60.22069697115748% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.5M $26.4M ▲ +60.2%
Year Plans Participants Total Assets
2022 1 210 $16M
2023 1 276 $23M
2024 1 240 $26M

Nearby 401(k) Plans in Nebraska

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

Sojern, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Sojern, Inc. 401(k) Plan, Total assets ($B): 0.02318555 · Participants: 276Sojern, Inc. 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Sojern, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Sojern, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan in WI ($23M); by covered participants it is Deciphera 401(k) Plan in MA (276 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (276 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 Sojern, Inc. 401(k) Plan assets move in 2023? ▼
Sojern, Inc. 401(k) Plan surged - up 40.7% during 2023, from $16M to $23M. Reported net income was $7M.
How have Sojern, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sojern, Inc.'s sponsor-wide assets grew 60.2%, from $16M to $26M.
Where does Sojern, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sojern, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sojern, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wisconsin Vision Associates, Inc. 401(k) Profit Sharing Plan in WI ($23M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Sojern, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Deciphera 401(k) Plan in MA (276 participants, $45M 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 260515764.

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.