401(k) · DOL Form 5500 · 2023

Sombrilla Management, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
69
Participants Small participant base
47th
Percentile by assets National rank
$81,492
Avg per participant Below avg balance/head
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Official DOL plan name: Sombrilla Management, LLC 401(k) Plan · Sponsored by Sombrilla Management, LLC · California · Finance & Insurance

$6M in assets, 69 participants

Sombrilla Management, LLC's Sombrilla Management, LLC 401(k) Plan reported $6M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,940 in Finance & Insurance (8,869 peers)

Sombrilla Management, LLC multi-year trail

Sombrilla Management, LLC's plans moved +69.1% in assets from 2022 to 2024; this filing shows Sombrilla Management, LLC 401(k) Plan at $6M / 69 participants.

#2,940
in Finance & Insurance (8,869 peers)
+45.5%
assets growth YoY

Sombrilla Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Sombrilla Management, LLC 401(k) Plan vs every filed plan by assets

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

$5,622,958 47th percentile higher than 47% 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

Sombrilla Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sombrilla Management, LLC 401(k) Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sombrilla Management, LLC 401(k) Plan reported net income rose from -$314K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sombrilla Management, LLC 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sombrilla Management, LLC 401(k) Plan reported participants rose from 66 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202999379 · Sombrilla Management, LLC PY 2023 · 401(k)

Sombrilla Management, LLC 401(k) Plan · $6M · 69 · 47th

  • TYPE $6M
  • NET 69
  • BOOK 47th
  • VS-ST 401(k)
  • BOY near Pac Strapping Products, Inc. & U.S. Strapping Company Inc. 401(k) Retirement Savings and Profit Sharing Plan
  • SCH ind #2940

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 Finance & Insurance retirement plans → · Plans in California →

Sombrilla Management, LLC 401(k) Plan in the asset neighbourhood

Sombrilla Management, LLC 401(k) PlanSombrilla Management, LLC 40…$6MPac Strapping Products, Inc. & U.S. Strapping Company Inc. 401(k) Retirement Savings and Profit Sharing PlanPac Strapping Products, Inc.…$6MKelley Companies Retirement PlanKelley Companies Retirement …$6MNqm Funding, LLC 401(k) Plan$6MSonoran Schools 401(k) Profit Sharing PlanSonoran Schools 401(k) Profi…$6M
End-of-year total assets ($M) among Sombrilla Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sombrilla Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sombrilla Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 69.1353933348752% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.87M $6.54M ▲ +69.0%
Year Plans Participants Total Assets
2022 1 66 $4M
2023 1 69 $6M
2024 1 67 $7M

Sombrilla Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN202999379
Plan Effective Date2008-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sombrilla Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sombrilla Management, LLC 401(k) Plan, Total assets ($B): 0.005622958 · Participants: 69Sombrilla Management, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sombrilla Management, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sombrilla Management, LLC 401(k) Plan side-by-side with 3 peers →

Sombrilla Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pac Strapping Products, Inc. & U.S. Strapping Company Inc. 401(k) Retirement Savings and Profit Sharing Plan in PA ($6M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Sombrilla Management, LLC 401(k) Plan assets move in 2023? ▼
Sombrilla Management, LLC 401(k) Plan surged - up 45.5% during 2023, from $4M to $6M. Reported net income was $2M.
How have Sombrilla Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sombrilla Management, LLC's sponsor-wide assets grew 69.1%, from $4M to $7M.
Which 401(k) plans are similar in size to Sombrilla Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pac Strapping Products, Inc. & U.S. Strapping Company Inc. 401(k) Retirement Savings and Profit Sharing Plan in PA ($6M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Sombrilla Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 202999379.

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.