401(k) · DOL Form 5500 · 2023

The Soza Group, Inc. 401(k) Plan

Data updated 2026-08-25

$53K
Total assets Small plan by assets
4
Participants Small participant base
4th
Percentile by assets National rank
$13,272
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Soza Group, Inc. 401(k) Plan/Trust · Sponsored by The Soza Group, Inc. · California · Administrative & Support Services

$53K in assets, 4 participants

The Soza Group, Inc.'s The Soza Group, Inc. 401(k) Plan/Trust reported $53K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

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

The Soza Group, Inc. multi-year trail

The Soza Group, Inc.'s plans moved +90.2% in assets from 2022 to 2024; this filing shows The Soza Group, Inc. 401(k) Plan/Trust at $53K / 4 participants.

#407
in Administrative & Support Services (4,372 peers)
-18.0%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Soza Group, Inc. 401(k) Plan/Trust among the smaller filed plans by assets

The Soza Group, Inc. 401(k) Plan/Trust vs every filed plan by assets

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

$53,088 4th percentile higher than 4% 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

The Soza Group, Inc. 401(k) Plan/Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Soza Group, Inc. 401(k) Plan/Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Soza Group, Inc. 401(k) Plan/Trust reported net income fell from $9K in the plan year 2022 filing to -$12K in the plan year 2023 filing.
  • The Soza Group, Inc. 401(k) Plan/Trust end-of-year assets fell from $65K in the plan year 2022 filing to $53K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 831865561 · The Soza Group, Inc. PY 2023 · 401(k)

The Soza Group, Inc. 401(k) Plan/Trust · $53K · 4 · 4th

  • EOY $53K
  • EOY 4
  • EOY 4th
  • EOY 401(k)
  • EOY near Jmj Franchises, Inc. 401(k) Plan
  • EOY ind #407

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 California →

The Soza Group, Inc. 401(k) Plan/Trust in the asset neighbourhood

The Soza Group, Inc. 401(k) Plan/TrustThe Soza Group, Inc. 401(k) …$53KJmj Franchises, Inc. 401(k) PlanJmj Franchises, Inc. 401(k) …$53KLdb Inc. 401(k) Plan$53KBild Interiors, Inc. 401(k) Profit Sharing PlanBild Interiors, Inc. 401(k) …$53KBlue Hat Wealth 401(k) Trust$53K
End-of-year total assets ($M) among The Soza Group, Inc. 401(k) Plan/Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Soza Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Soza Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$123K 90.2233342600315% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.06M $0.12M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 4 $65K
2023 1 4 $53K
2024 1 4 $123K

The Soza Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$65K
Net Assets (End of Year)$53K
Net Income-$12K
Employer EIN831865561
Plan Effective Date2018-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Soza Group, Inc. 401(k) Plan/Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Soza Group, Inc. 401(k) Plan/Trust, Total assets ($B): 0.000053088 · Participants: 4The Soza Group, Inc. 401(k) Plan/TrustWells 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
The Soza Group, Inc. 401(k) Plan/Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare The Soza Group, Inc. 401(k) Plan/Trust side-by-side with 3 peers →

The Soza Group, Inc. 401(k) Plan/Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Jmj Franchises, Inc. 401(k) Plan in GA ($53K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 The Soza Group, Inc. 401(k) Plan/Trust assets move in 2023? ▼
The Soza Group, Inc. 401(k) Plan/Trust declined sharply - down 18.0% during 2023, from $65K to $53K. Reported net income was -$12K.
How have The Soza Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Soza Group, Inc.'s sponsor-wide assets grew 90.2%, from $65K to $123K.
Where does The Soza Group, Inc. 401(k) Plan/Trust rank by assets among Form 5500 filers? ▼
The Soza Group, Inc. 401(k) Plan/Trust ranks in the 4th 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 The Soza Group, Inc. 401(k) Plan/Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jmj Franchises, Inc. 401(k) Plan in GA ($53K, 1 participant).
Which 401(k) plans cover a similar participant headcount to The Soza Group, Inc. 401(k) Plan/Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 831865561.

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.