401(k) · DOL Form 5500 · 2023

Sos Global Express, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
138
Participants Small participant base
57th
Percentile by assets National rank
$67,931
Avg per participant Below avg balance/head
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Official DOL plan name: Sos Global Express, Inc. 401(k) Plan · Sponsored by Sos Global Express, Inc. · North Carolina · Transportation & Warehousing

$9M in assets, 138 participants

Sos Global Express, Inc.'s Sos Global Express, Inc. 401(k) Plan reported $9M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #1,947 in Transportation & Warehousing (3,362 peers)

Coverage in North Carolina

Sos Global Express, Inc. 401(k) Plan covers 138 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#1,947
in Transportation & Warehousing (3,362 peers)
+2.2%
assets growth YoY

Sos Global Express, Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Sos Global Express, Inc. 401(k) Plan vs every filed plan by assets

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

$9,374,499 Top 43% higher than 57% 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

Sos Global Express, Inc. 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. Sos Global Express, Inc. 401(k) Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sos Global Express, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $199K in the plan year 2023 filing.
  • Sos Global Express, Inc. 401(k) Plan reported participants rose from 96 in the plan year 2022 filing to 138 in the plan year 2023 filing.
  • Sos Global Express, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561897797 · Sos Global Express, Inc. PY 2023 · 401(k)

Sos Global Express, Inc. 401(k) Plan · $9M · 138 · 57th

  • PHOTO $9M
  • IND 138
  • EOY 57th
  • 5500 401(k)
  • ASSETS near Cobalt 401(k) Plan
  • PCT ind #1947

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Sos Global Express, Inc. 401(k) Plan in the asset neighbourhood

Advanced Physical Therapy 401(k) PlanAdvanced Physical Therapy 40…$9MSos Global Express, Inc. 401(k) PlanSos Global Express, Inc. 401…$9MCobalt 401(k) Plan$9MThybar Corporation Salary Savings PlanThybar Corporation Salary Sa…$9MWilberts Inc.401(k) Plan$9M
End-of-year total assets ($M) among Sos Global Express, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$199K
Employer EIN561897797
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sos Global Express, Inc.)

Sponsor-wide plan assets over time

All Sos Global Express, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 16.028537038118845% vs 2022
2024 filing year
$9M$9.5M$10M$10.5M$11M 202220232024 $9.18M $10.7M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 96 $9M
2023 1 138 $9M
2024 1 137 $11M

Nearby 401(k) Plans in North Carolina

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

Sos Global Express, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sos Global Express, Inc. 401(k) Plan, Total assets ($B): 0.009374499 · Participants: 138Sos Global Express, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Sos Global Express, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sos Global Express, Inc. 401(k) Plan side-by-side with 3 peers →

Sos Global Express, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cobalt 401(k) Plan in KS ($9M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Sos Global Express, Inc. 401(k) Plan assets move in 2023? ▼
Sos Global Express, Inc. 401(k) Plan edged up modestly - up 2.2% during 2023, from $9M to $9M. Reported net income was $199K.
How have Sos Global Express, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sos Global Express, Inc.'s sponsor-wide assets grew 16.0%, from $9M to $11M.
Which 401(k) plans are similar in size to Sos Global Express, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cobalt 401(k) Plan in KS ($9M, 225 participants).
Which 401(k) plans cover a similar participant headcount to Sos Global Express, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 561897797.

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.