401(k) · DOL Form 5500 · 2023

Solo Brands, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
324
Participants Below avg headcount
56th
Percentile by assets National rank
$27,077
Avg per participant Low balance/head
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Official DOL plan name: Solo Brands 401(k) Plan · Sponsored by Solo Brands, LLC · Texas · Retail Trade

$9M in assets, 324 participants

Solo Brands, LLC's Solo Brands 401(k) Plan reported $9M in total assets and 324 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,573 in Retail Trade (8,414 peers)

Coverage in Texas

Solo Brands 401(k) Plan covers 324 participants in Texas, about 47% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#5,573
in Retail Trade (8,414 peers)
+65.8%
assets growth YoY

Solo Brands 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

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

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

$8,772,974 Top 44% higher than 56% 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

Solo 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. Solo Brands 401(k) Plan sits mid-pack in the medium band (324 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Solo Brands 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Solo Brands 401(k) Plan reported participants rose from 201 in the plan year 2022 filing to 324 in the plan year 2023 filing.
  • Solo Brands 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 452545944 · Solo Brands, LLC PY 2023 · 401(k)

Solo Brands 401(k) Plan · $9M · 324 · 56th

  • EBSA $9M
  • EBSA 324
  • EBSA 56th
  • EBSA 401(k)
  • EBSA near The Disqo Plan
  • EBSA ind #5573

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 Retail Trade retirement plans → · Plans in Texas →

Solo Brands 401(k) Plan in the asset neighbourhood

Solo Brands 401(k) Plan$9MThe Disqo Plan$9MJaco Oil Company 401(k) Retirement PlanJaco Oil Company 401(k) Reti…$9MMlp Ventures Group 401(k) PlanMlp Ventures Group 401(k) Pl…$9MMidwest Cardiovascular Institute 401(k)Profit Sharing PlanMidwest Cardiovascular Insti…$9M
End-of-year total assets ($M) among Solo Brands 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN452545944
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Solo Brands, LLC)

Sponsor-wide plan assets over time

All Solo Brands, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 128.21763849049458% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $5.29M $12.1M ▲ +128.4%
Year Plans Participants Total Assets
2022 1 201 $5M
2023 1 324 $9M
2024 1 340 $12M

Nearby 401(k) Plans in Texas

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

Solo Brands 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Solo Brands 401(k) Plan, Total assets ($B): 0.008772974 · Participants: 324Solo Brands 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Solo Brands 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Solo Brands 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is The Disqo Plan in CA ($9M); by covered participants it is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 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 (324 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 Solo Brands 401(k) Plan assets move in 2023? ▼
Solo Brands 401(k) Plan surged - up 65.8% during 2023, from $5M to $9M. Reported net income was $3M.
How have Solo Brands, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Solo Brands, LLC's sponsor-wide assets grew 128.2%, from $5M to $12M.
Which 401(k) plans are similar in size to Solo Brands 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Disqo Plan in CA ($9M, 297 participants).
Which 401(k) plans cover a similar participant headcount to Solo Brands 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holston Gases, Inc. 401(k) Profit Sharing Plan in TN (324 participants, $24M 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 452545944.

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.