401(k) · DOL Form 5500 · 2023

Sousa Home Services, Inc. 401(k) Plan

Data updated 2026-08-25

$4K
Total assets Small plan by assets
2
Participants Small participant base
1st
Percentile by assets National rank
$2,102
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sousa Home Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Sousa Home Services, Inc. · Massachusetts · Administrative & Support Services

$4K in assets, 2 participants

Sousa Home Services, Inc.'s Sousa Home Services, Inc. 401(k) Profit Sharing Plan reported $4K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #96 in Administrative & Support Services (4,372 peers)

Sousa Home Services, Inc. multi-year trail

Sousa Home Services, Inc.'s plans moved +17.6% in assets from 2022 to 2024; this filing shows Sousa Home Services, Inc. 401(k) Profit Sharing Plan at $4K / 2 participants.

#96
in Administrative & Support Services (4,372 peers)
+8.3%
assets growth YoY

Sousa Home Services, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sousa Home Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,204 1st percentile higher than 1% 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

Sousa Home Services, Inc. 401(k) Profit Sharing 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. Sousa Home Services, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sousa Home Services, Inc. 401(k) Profit Sharing Plan reported net income rose from -$42K in the plan year 2022 filing to $323 in the plan year 2023 filing.
  • Sousa Home Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4K in the plan year 2022 filing to $4K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 863276582 · Sousa Home Services, Inc. PY 2023 · 401(k)

Sousa Home Services, Inc. 401(k) Profit Sharing Plan · $4K · 2 · 1st

  • EOY $4K
  • 5500 2
  • ASSETS 1st
  • PCT 401(k)
  • EIN near Caps and Corks Inc. 401(k) Plan
  • RANK ind #96

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Sousa Home Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Sousa Home Services, Inc. 401(k) Profit Sharing PlanSousa Home Services, Inc. 40…$4KCaps and Corks Inc. 401(k) PlanCaps and Corks Inc. 401(k) P…$4KJb Management Inc 401(k) Profit Sharing Plan & TrustJb Management Inc 401(k) Pro…$4KZen and Drive Fitness Corporation 401(k) PlanZen and Drive Fitness Corpor…$4KWeeki Wachee Candy Company 401(k) TrustWeeki Wachee Candy Company 4…$4K
End-of-year total assets ($M) among Sousa Home Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sousa Home Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sousa Home Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5K 17.624323627930945% vs 2022
2024 filing year
$0M 202220232024 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $4K
2023 1 2 $4K
2024 1 3 $5K

Sousa Home Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4K
Net Assets (End of Year)$4K
Net Income$323
Employer EIN863276582
Plan Effective Date2021-06-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Sousa Home Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sousa Home Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000004204 · Participants: 2Sousa Home Services, Inc. 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Sousa Home Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sousa Home Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sousa Home Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Caps and Corks Inc. 401(k) Plan in AZ ($4K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Sousa Home Services, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Sousa Home Services, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.3% during 2023, from $4K to $4K. Reported net income was $323.
How have Sousa Home Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sousa Home Services, Inc.'s sponsor-wide assets grew 17.6%, from $4K to $5K.
Where does Sousa Home Services, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sousa Home Services, Inc. 401(k) Profit Sharing Plan ranks in the 1st 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 Sousa Home Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caps and Corks Inc. 401(k) Plan in AZ ($4K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Sousa Home Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 863276582.

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.