401(k) · DOL Form 5500 · 2023

Sorelle Tree Farm, Inc. 401(k) Plan

Data updated 2026-08-25

$992K
Total assets Small plan by assets
10
Participants Small participant base
24th
Percentile by assets National rank
$99,205
Avg per participant Below avg balance/head
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Official DOL plan name: Sorelle Tree Farm, Inc. 401(k) Plan · Sponsored by Sorelle Tree Farm, Inc. · Texas · Agriculture, Forestry & Fishing

$992K in assets, 10 participants

Sorelle Tree Farm, Inc.'s Sorelle Tree Farm, Inc. 401(k) Plan reported $992K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #284 in Agriculture, Forestry & Fishing (1,288 peers)

What the 2023 filing shows

Sorelle Tree Farm, Inc. 401(k) Plan holds $992K for 10 participants - about $99,205 per participant, among the smaller plans by assets on file.

#284
in Agriculture, Forestry & Fishing (1,288 peers)
+3.5%
assets growth YoY

Sorelle Tree Farm, Inc. 401(k) Plan among the smaller filed plans by assets

Sorelle Tree Farm, Inc. 401(k) Plan vs every filed plan by assets

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

$992,047 24th percentile higher than 24% 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

Sorelle Tree Farm, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sorelle Tree Farm, Inc. 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sorelle Tree Farm, Inc. 401(k) Plan reported net income fell from $64K in the plan year 2022 filing to $34K in the plan year 2023 filing.
  • Sorelle Tree Farm, Inc. 401(k) Plan reported participants fell from 12 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Sorelle Tree Farm, Inc. 401(k) Plan end-of-year assets rose from $958K in the plan year 2022 filing to $992K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 464988427 · Sorelle Tree Farm, Inc. PY 2023 · 401(k)

Sorelle Tree Farm, Inc. 401(k) Plan · $992K · 10 · 24th

  • EIN $992K
  • RANK 10
  • PHOTO 24th
  • IND 401(k)
  • EOY near Spangler Enterprises Inc. Retirement Plan
  • 5500 ind #284

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →

Sorelle Tree Farm, Inc. 401(k) Plan in the asset neighbourhood

Sorelle Tree Farm, Inc. 401(k) PlanSorelle Tree Farm, Inc. 401(…$992KSpangler Enterprises Inc. Retirement PlanSpangler Enterprises Inc. Re…$992KDr. Kelsey Milbert, P.a. Employee 401(k) PlanDr. Kelsey Milbert, P.a. Emp…$992KTristate Brokers Corp. 401(k) PlanTristate Brokers Corp. 401(k…$992KHomelight Settlement 401(k) PlanHomelight Settlement 401(k) …$992K
End-of-year total assets ($M) among Sorelle Tree Farm, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$958K
Net Assets (End of Year)$992K
Net Income$34K
Employer EIN464988427
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sorelle Tree Farm, Inc.)

Sponsor-wide plan assets over time

All Sorelle Tree Farm, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 8.878253971567544% vs 2022
2024 filing year
$0.95M$1M$1.05M 202220232024 $0.96M $1.04M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 12 $958K
2023 1 10 $992K
2024 1 10 $1M

Nearby 401(k) Plans in Texas

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

Sorelle Tree Farm, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sorelle Tree Farm, Inc. 401(k) Plan, Total assets ($B): 0.000992047 · Participants: 10Sorelle Tree Farm, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sorelle Tree Farm, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sorelle Tree Farm, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Spangler Enterprises Inc. Retirement Plan in TN ($992K); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($992K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Sorelle Tree Farm, Inc. 401(k) Plan assets move in 2023? ▼
Sorelle Tree Farm, Inc. 401(k) Plan edged up modestly - up 3.5% during 2023, from $958K to $992K. Reported net income was $34K.
How have Sorelle Tree Farm, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sorelle Tree Farm, Inc.'s sponsor-wide assets grew 8.9%, from $958K to $1M.
Where does Sorelle Tree Farm, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sorelle Tree Farm, Inc. 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sorelle Tree Farm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spangler Enterprises Inc. Retirement Plan in TN ($992K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Sorelle Tree Farm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 464988427.

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.