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
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
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.
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
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
| 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 EIN | 341026558 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
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).
- Morling & Company 401(k) Plan (CA) $19M · 18
- Cvb, Inc 40(K) Plan (UT) $19M · 708
- Ed Herrington, Inc. 401(k) Profit Sharing Plan (NY) $19M · 197
- Kliklok Corporation 401(k) Retirement Plan (GA) $19M · 122
Similar participant headcount
Nearest other-state filings by covered participants (470 participants); asset peers above are excluded.
- Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan (IA) 470 · 0 off
- Rallye Motor Company 401(k) Plan (NY) 470 · 0 off
- Tapani, Inc. Retirement Savings Plan (WA) 470 · 0 off
- True Religion Apparel, Inc. 401(k) Plan (CA) 470 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.