401(k) · DOL Form 5500 · 2023

Soto Law Group, P.a. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
39th
Percentile by assets National rank
$411,739
Avg per participant High balance/head
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Official DOL plan name: Soto Law Group, P.a. Retirement Plan · Sponsored by Soto Law Group, P.a. · Florida · Professional & Technical Services

$4M in assets, 9 participants

Soto Law Group, P.a.'s Soto Law Group, P.a. Retirement Plan reported $4M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,349 in Professional & Technical Services (20,321 peers)

Soto Law Group, P.a. multi-year trail

Soto Law Group, P.a.'s plans moved +10.7% in assets from 2023 to 2024; this filing shows Soto Law Group, P.a. Retirement Plan at $4M / 9 participants.

#7,349
in Professional & Technical Services (20,321 peers)
+12.8%
assets growth YoY

Soto Law Group, P.a. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Soto Law Group, P.a. Retirement Plan vs every filed plan by assets

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

$3,705,653 39th percentile higher than 39% 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

Soto Law Group, P.a. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soto Law Group, P.a. Retirement Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 650758130 · Soto Law Group, P.a. PY 2023 · 401(k)

Soto Law Group, P.a. Retirement Plan · $4M · 9 · 39th

  • EOY $4M
  • EOY 9
  • EOY 39th
  • EOY 401(k)
  • EOY near High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust
  • EOY ind #7349

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 Professional & Technical Services retirement plans → · Plans in Florida →

Soto Law Group, P.a. Retirement Plan in the asset neighbourhood

Soto Law Group, P.a. Retirement PlanSoto Law Group, P.a. Retirem…$4MHigh Falls Advisors, Inc. 401(k) Profit Sharing Plan and TrustHigh Falls Advisors, Inc. 40…$4MNaderi Engineering, Inc. 401(k) Profit Sharing Plan & TrustNaderi Engineering, Inc. 401…$4MWheat Montana 401(k) Plan & TrustWheat Montana 401(k) Plan & …$4MKaweah Container 401(k) Plan$4M
End-of-year total assets ($M) among Soto Law Group, P.a. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Soto Law Group, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Soto Law Group, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 10.652724364639647% vs 2023
2024 filing year
$3.6M$3.8M$4M$4.2M 20232024 $3.71M $4.1M ▲ +10.5%
Year Plans Participants Total Assets
2023 1 9 $4M
2024 1 8 $4M

Soto Law Group, P.a. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$420K
Employer EIN650758130
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Soto Law Group, P.a. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Soto Law Group, P.a. Retirement Plan, Total assets ($B): 0.003705653 · Participants: 9Soto Law Group, P.a. Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Soto Law Group, P.a. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Soto Law Group, P.a. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust in NY ($4M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

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 Soto Law Group, P.a. Retirement Plan assets move in 2023?
Soto Law Group, P.a. Retirement Plan grew at a solid clip - up 12.8% during 2023, from $3M to $4M. Reported net income was $420K.
How have Soto Law Group, P.a. plan assets changed over time?
Across 2 plan years on file (2023-2024), Soto Law Group, P.a.'s sponsor-wide assets grew 10.7%, from $4M to $4M.
Which 401(k) plans are similar in size to Soto Law Group, P.a. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is High Falls Advisors, Inc. 401(k) Profit Sharing Plan and Trust in NY ($4M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Soto Law Group, P.a. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).