401(k) · DOL Form 5500 · 2023

Ssoe, Inc. 401(k) Plan

Data updated 2026-08-11

$243M
Total assets
1,057
Participants
95th
Percentile by assets
$229,520
Avg per participant
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Official DOL plan name: Ssoe, Inc. Profit Sharing and Savings Plan and Trust · Sponsored by Ssoe, Inc. · Ohio · Professional & Technical Services

$243M in assets, 1,057 participants

Ssoe, Inc.'s Ssoe, Inc. Profit Sharing and Savings Plan and Trust reported $243M in total assets and 1,057 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 127,072 plans)
  • #19,633 in Professional & Technical Services (20,321 peers)

Where Ssoe, Inc. Profit Sharing and Savings Plan and Trust sits by assets

Ssoe, Inc. Profit Sharing and Savings Plan and Trust sits in the top 5% of all filed plans by assets, $243M for 1,057 participants (~$229,520/participant), up 19.7% in 2023.

$243M
total plan assets (2023 EOY)
1,057
covered participants
95th
percentile by assets (of 127,072 plans)
$229,520
avg assets per participant

Where Ssoe, Inc. Profit Sharing and Savings Plan and Trust sits by total assets

Ssoe, Inc. Profit Sharing and Savings Plan and Trust vs every filed plan by assets

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

$242,603,124 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ssoe, Inc. Profit Sharing and Savings Plan and Trust reported net income rose from -$33M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Ssoe, Inc. Profit Sharing and Savings Plan and Trust end-of-year assets rose from $203M in the plan year 2022 filing to $243M in the plan year 2023 filing.
  • Ssoe, Inc. Profit Sharing and Savings Plan and Trust reported participants rose from 940 in the plan year 2022 filing to 1,057 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Ssoe, Inc. Profit Sharing and Savings Plan and Trust vs the 2023 asset distribution

By assets, Ssoe, Inc. Profit Sharing and Savings Plan and Trust outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$203M
Net Assets (End of Year)$243M
Net Income$40M
Employer EIN341045421
Plan Effective Date1962-12-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Ssoe, Inc.)

$150M$200M$250M$300M 202220232024 $203M $286M ▲ +41.1%
Total plan assets by year, all Ssoe, Inc. plans on file
Year Plans Participants Total Assets
2022 1 940 $203M
2023 1 1,057 $243M
2024 1 1,193 $286M

Nearby 401(k) Plans in Ohio

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

Ssoe, Inc. Profit Sharing and Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

Ssoe, Inc. Profit Sharing and Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ssoe, Inc. Profit Sh…GE Retirement Saving…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…
Ssoe, Inc. Profit Sharing and Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ssoe, Inc. Profit Sharing and Savings Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Ssoe, Inc. Profit Sharing and Savings Plan and Trust assets move in 2023?
Ssoe, Inc. Profit Sharing and Savings Plan and Trust grew sharply - up 19.7% during 2023, from $203M to $243M. Reported net income was $40M.
How have Ssoe, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ssoe, Inc.'s sponsor-wide assets grew 41.1%, from $203M to $286M.
Where does Ssoe, Inc. Profit Sharing and Savings Plan and Trust rank by assets among Form 5500 filers?
Ssoe, Inc. Profit Sharing and Savings Plan and Trust ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ssoe, Inc. Profit Sharing and Savings Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Hapag-Lloyd (America) LLC Savings and Investment Plan in GA ($242M, 951 participants).

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