401(k) · DOL Form 5500 · 2023

Antonio Sofo & Son Importing Co. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
470
Participants Below avg headcount
71st
Percentile by assets National rank
$39,878
Avg per participant Low balance/head
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Official DOL plan name: Antonio Sofo & Son Importing Co. Employees' 401(k) Plan · Sponsored by Antonio Sofo & Son Importing Co. · Ohio · Wholesale Trade

$19M in assets, 470 participants

Antonio Sofo & Son Importing Co.'s Antonio Sofo & Son Importing Co. Employees' 401(k) Plan reported $19M in total assets and 470 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,282 in Wholesale Trade (6,309 peers)

Antonio Sofo & Son Importing Co. multi-year trail

Antonio Sofo & Son Importing Co.'s plans moved +23.8% in assets from 2022 to 2024; this filing shows Antonio Sofo & Son Importing Co. Employees' 401(k) Plan at $19M / 470 participants.

#4,282
in Wholesale Trade (6,309 peers)
+16.3%
assets growth YoY

Antonio Sofo & Son Importing Co. Employees' 401(k) Plan's outsized position by total assets

Antonio Sofo & Son Importing Co. Employees' 401(k) Plan vs every filed plan by assets

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

$18,742,556 Top 29% higher than 71% 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

Antonio Sofo & Son Importing Co. Employees' 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. Antonio Sofo & Son Importing Co. Employees' 401(k) Plan sits mid-pack in the medium band (470 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Antonio Sofo & Son Importing Co. Employees' 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Antonio Sofo & Son Importing Co. Employees' 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Antonio Sofo & Son Importing Co. Employees' 401(k) Plan reported participants rose from 451 in the plan year 2022 filing to 470 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341026558 · Antonio Sofo & Son Importing Co. PY 2023 · 401(k)

Antonio Sofo & Son Importing Co. Employees' 401(k) Plan · $19M · 470 · 71st

  • PART $19M
  • TYPE 470
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Morling & Company 401(k) Plan
  • BOY ind #4282

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 Wholesale Trade retirement plans → · Plans in Ohio →

Antonio Sofo & Son Importing Co. Employees' 401(k) Plan in the asset neighbourhood

Ed Herrington, Inc. 401(k) Profit Sharing PlanEd Herrington, Inc. 401(k) P…$19MAntonio Sofo & Son Importing Co. Employees' 401(k) PlanAntonio Sofo & Son Importing…$19MMorling & Company 401(k) Plan$19MCvb, Inc 40(K) Plan$19MKliklok Corporation 401(k) Retirement PlanKliklok Corporation 401(k) R…$19M
End-of-year total assets ($M) among Antonio Sofo & Son Importing Co. Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Antonio Sofo & Son Importing Co. multi-year asset trail

Sponsor-wide plan assets over time

All Antonio Sofo & Son Importing Co. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 23.770481729915197% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $19.9M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 451 $16M
2023 1 470 $19M
2024 1 469 $20M

Antonio Sofo & Son Importing Co. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN341026558
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Antonio Sofo & Son Importing Co. Employees' 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Antonio Sofo & Son Importing Co. Employees' 401(k) Plan, Total assets ($B): 0.018742556 · Participants: 470Antonio Sofo & Son Importing Co. Employees' 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Antonio Sofo & Son Importing Co. Employees' 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Antonio Sofo & Son Importing Co. Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Morling & Company 401(k) Plan in CA ($19M); by covered participants it is Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan in IA (470 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (470 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 Antonio Sofo & Son Importing Co. Employees' 401(k) Plan assets move in 2023?
Antonio Sofo & Son Importing Co. Employees' 401(k) Plan grew sharply - up 16.3% during 2023, from $16M to $19M. Reported net income was $3M.
How have Antonio Sofo & Son Importing Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Antonio Sofo & Son Importing Co.'s sponsor-wide assets grew 23.8%, from $16M to $20M.
Which 401(k) plans are similar in size to Antonio Sofo & Son Importing Co. Employees' 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Morling & Company 401(k) Plan in CA ($19M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Antonio Sofo & Son Importing Co. Employees' 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan in IA (470 participants, $55M in assets).