Defined Benefit (Pension) · DOL Form 5500 · 2023

Sopo Asset Management, Inc. Pension Plan

Data updated 2026-08-25

$904K
Total assets Small plan by assets
5
Participants Small participant base
23rd
Percentile by assets National rank
$180,794
Avg per participant Above avg balance/head
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Official DOL plan name: Sopo Asset Management, Inc. Pension Plan · Sponsored by Sopo Asset Management, Inc. · California · Real Estate

$904K in assets, 5 participants

Sopo Asset Management, Inc.'s Sopo Asset Management, Inc. Pension Plan reported $904K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #1,864 in Real Estate (4,727 peers)

Sopo Asset Management, Inc. multi-year trail

Sopo Asset Management, Inc.'s plans moved +51.2% in assets from 2022 to 2024; this filing shows Sopo Asset Management, Inc. Pension Plan at $904K / 5 participants.

#1,864
in Real Estate (4,727 peers)
+3.3%
assets growth YoY

Sopo Asset Management, Inc. Pension Plan among the smaller filed plans by assets

Sopo Asset Management, Inc. Pension Plan vs every filed plan by assets

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

$903,971 23rd percentile higher than 23% 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

Sopo Asset Management, Inc. Pension 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. Sopo Asset Management, Inc. Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sopo Asset Management, Inc. Pension Plan reported net income rose from -$63K in the plan year 2022 filing to $29K in the plan year 2023 filing.
  • Sopo Asset Management, Inc. Pension Plan end-of-year assets rose from $875K in the plan year 2022 filing to $904K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271518560 · Sopo Asset Management, Inc. PY 2023 · Defined Benefit (Pension)

Sopo Asset Management, Inc. Pension Plan · $904K · 5 · 23rd

  • VS-ST $904K
  • VS-ST 5
  • VS-ST 23rd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Social Studies Defined Benefit Pension Plan
  • VS-ST ind #1864

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 Real Estate retirement plans → · Plans in California →

Sopo Asset Management, Inc. Pension Plan in the asset neighbourhood

Bertha Cabrera, M.D., S.C. Retirement Plan and TrustBertha Cabrera, M.D., S.C. R…$906KSopo Asset Management, Inc. Pension PlanSopo Asset Management, Inc. …$904KSocial Studies Defined Benefit Pension PlanSocial Studies Defined Benef…$904KTwin Securities, Inc. Cash Balance PlanTwin Securities, Inc. Cash B…$905KEmployees Retirement Plan of Roofers Union Local 8 Welfare FundEmployees Retirement Plan of…$900K
End-of-year total assets ($M) among Sopo Asset Management, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Sopo Asset Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sopo Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 51.21050514101796% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.87M $1.32M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 5 $875K
2023 1 5 $904K
2024 2 11 $1M

Sopo Asset Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$875K
Net Assets (End of Year)$904K
Net Income$29K
Employer EIN271518560
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Sopo Asset Management, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sopo Asset Management, Inc. Pension Plan, Total assets ($B): 0.000903971 · Participants: 5Sopo Asset Management, Inc. Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Sopo Asset Management, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Sopo Asset Management, Inc. Pension Plan side-by-side with 3 peers →

Sopo Asset Management, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Social Studies Defined Benefit Pension Plan in NY ($904K); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Sopo Asset Management, Inc. Pension Plan assets move in 2023? ▼
Sopo Asset Management, Inc. Pension Plan edged up modestly - up 3.3% during 2023, from $875K to $904K. Reported net income was $29K.
How have Sopo Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sopo Asset Management, Inc.'s sponsor-wide assets grew 51.2%, from $875K to $1M.
Where does Sopo Asset Management, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Sopo Asset Management, Inc. Pension Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Sopo Asset Management, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Social Studies Defined Benefit Pension Plan in NY ($904K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sopo Asset Management, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants, $1M 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 271518560.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.