401(k) · DOL Form 5500 · 2023

Softheon, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 206
Participants Below avg headcount: 66th
Percentile by assets National rank: $68,818
Avg per participant Below avg balance/head

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Official DOL plan name: Softheon 401(k) Plan · Sponsored by Softheon, Inc. · New York · Professional & Technical Services

$14M in assets, 206 participants

Softheon, Inc.'s Softheon 401(k) Plan reported $14M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#13,276 in Professional & Technical Services (20,321 peers)

Coverage in New York

Softheon 401(k) Plan covers 206 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $14M.

#13,276
in Professional & Technical Services (20,321 peers): +55.2%
assets growth YoY

Softheon 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Softheon 401(k) Plan vs every filed plan by assets

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

$14,176,506 Top 34% higher than 66% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Softheon 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. Softheon 401(k) Plan sits mid-pack in the medium band (206 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Softheon 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Softheon 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Softheon 401(k) Plan reported participants fell from 266 in the plan year 2022 filing to 206 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 113580784 · Softheon, Inc. PY 2023 · 401(k)

Softheon 401(k) Plan · $14M · 206 · 66th

PHOTO $14M
IND 206
EOY 66th
5500 401(k)
ASSETS near Kalle USA, LLC 401(k) Plan
PCT ind #13276

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 New York →

End-of-year total assets ($M) among Softheon 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$14M
Net Income	$4M
Employer EIN	113580784
Plan Effective Date	2005-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Softheon, Inc.)

Latest sponsor-wide plan assets: $20M 119.72583976771432% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	266	$9M
2023	1	206	$14M
2024	1	239	$20M

Nearby 401(k) Plans in New York

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

Softheon 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Softheon 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Kalle USA, LLC 401(k) Plan in IL ($14M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Kalle USA, LLC 401(k) Plan (IL) $14M · 298
Hurley & Associates Savings & Retirement Plan (MO) $14M · 90
Milhaus, LLC Employees Savings Trust (IN) $14M · 279
Gbc International Bank 401(k) Retirement Savings Plan (CA) $14M · 81

Similar participant headcount

Nearest other-state filings by covered participants (206 participants); asset peers above are excluded.

Nwsl Retirement Plan (IL) 206 · 0 off
Nwsl Retirement Plan (IL) 206 · 0 off
Sequoia 401(k) Plan (CA) 206 · 0 off
Equibrand Corporation 401(k) Profit Sharing Plan (TX) 206 · 0 off

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 Softheon 401(k) Plan assets move in 2023? ▼

Softheon 401(k) Plan surged - up 55.2% during 2023, from $9M to $14M. Reported net income was $4M.

How have Softheon, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Softheon, Inc.'s sponsor-wide assets grew 119.7%, from $9M to $20M.

Which 401(k) plans are similar in size to Softheon 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kalle USA, LLC 401(k) Plan in IL ($14M, 298 participants).

Which 401(k) plans cover a similar participant headcount to Softheon 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K 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 113580784.