401(k) · DOL Form 5500 · 2023

Sovos Brands Intermediate, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
669
Participants Below avg headcount
79th
Percentile by assets National rank
$42,817
Avg per participant Low balance/head
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Official DOL plan name: Sovos Brands 401(k) Plan · Sponsored by Sovos Brands Intermediate, Inc. · Colorado · Manufacturing

$29M in assets, 669 participants

Sovos Brands Intermediate, Inc.'s Sovos Brands 401(k) Plan reported $29M in total assets and 669 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,155 in Manufacturing (18,722 peers)

Where Sovos Brands 401(k) Plan sits by assets

Sovos Brands 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 669 participants (~$42,817/participant), up 34.1% in 2023.

#13,155
in Manufacturing (18,722 peers)
+34.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sovos Brands 401(k) Plan's outsized position by total assets

Sovos Brands 401(k) Plan vs every filed plan by assets

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

$28,644,491 Top 21% higher than 79% 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

Sovos Brands 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. Sovos Brands 401(k) Plan sits mid-pack in the medium band (669 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sovos Brands 401(k) Plan reported net income rose from -$863K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sovos Brands 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Sovos Brands 401(k) Plan reported participants rose from 592 in the plan year 2022 filing to 669 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814813947 · Sovos Brands Intermediate, Inc. PY 2023 · 401(k)

Sovos Brands 401(k) Plan · $29M · 669 · 79th

  • BOOK $29M
  • BOOK 669
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near Planesense, Inc. 401(k) Plan
  • BOOK ind #13155

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 Manufacturing retirement plans → · Plans in Colorado →

Sovos Brands 401(k) Plan in the asset neighbourhood

Planesense, Inc. 401(k) Plan$29MEepb 401(k) Profit Sharing PlanEepb 401(k) Profit Sharing P…$29MAlliance Animal Health 401(k) PlanAlliance Animal Health 401(k…$29MSovos Brands 401(k) Plan$29MConcord General Mutual Insurance Company 401(k) PlanConcord General Mutual Insur…$29M
End-of-year total assets ($M) among Sovos Brands 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$29M
Net Income$7M
Employer EIN814813947
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sovos Brands Intermediate, Inc.)

Sponsor-wide plan assets over time

All Sovos Brands Intermediate, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 65.50755296639474% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $21.4M $35.4M ▲ +65.5%
Year Plans Participants Total Assets
2022 1 592 $21M
2023 1 669 $29M
2024 2 1,511 $35M

Nearby 401(k) Plans in Colorado

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

Sovos Brands 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Sovos Brands 401(k) Plan, Total assets ($B): 0.028644491 · Participants: 669Sovos Brands 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Sovos Brands 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sovos Brands 401(k) Plan side-by-side with 3 peers →

Sovos Brands 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Planesense, Inc. 401(k) Plan in NH ($29M); by covered participants it is Freeman Investment Company, L.P. 401(k) Plan in TX (669 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (669 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 Sovos Brands 401(k) Plan assets move in 2023? ▼
Sovos Brands 401(k) Plan surged - up 34.1% during 2023, from $21M to $29M. Reported net income was $7M.
How have Sovos Brands Intermediate, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovos Brands Intermediate, Inc.'s sponsor-wide assets grew 65.5%, from $21M to $35M.
Where does Sovos Brands 401(k) Plan rank by assets among Form 5500 filers? ▼
Sovos Brands 401(k) Plan ranks in the 79th 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 Sovos Brands 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Planesense, Inc. 401(k) Plan in NH ($29M, 446 participants).
Which 401(k) plans cover a similar participant headcount to Sovos Brands 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Freeman Investment Company, L.P. 401(k) Plan in TX (669 participants, $25M 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 814813947.

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.