401(k) · DOL Form 5500 · 2023

Sphere of Influence, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
16
Participants Small participant base
50th
Percentile by assets National rank
$414,227
Avg per participant High balance/head
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Official DOL plan name: Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Sphere of Influence, Inc. · Virginia · Professional & Technical Services

$7M in assets, 16 participants

Sphere of Influence, Inc.'s Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust reported $7M in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,815 in Professional & Technical Services (20,321 peers)

Sphere of Influence, Inc. multi-year trail

Sphere of Influence, Inc.'s plans moved +14.1% in assets from 2023 to 2024; this filing shows Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust at $7M / 16 participants.

#9,815
in Professional & Technical Services (20,321 peers)
+9.9%
assets growth YoY

Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$6,627,637 Top 50% higher than 50% 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

Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (16 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 201925841 · Sphere of Influence, Inc. PY 2023 · 401(k)

Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust · $7M · 16 · 50th

  • TYPE $7M
  • TYPE 16
  • TYPE 50th
  • TYPE 401(k)
  • TYPE near Benjamin N. Simon 401(k) Profit Sharing Plan
  • TYPE ind #9815

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 Virginia →

Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Sphere of Influence, Inc. 401(k) Profit Sharing Plan and TrustSphere of Influence, Inc. 40…$7MBenjamin N. Simon 401(k) Profit Sharing PlanBenjamin N. Simon 401(k) Pro…$7MGyk Antler, LLC. 401(k) Plan$7MPeterson Industrial Products, Inc. 401(k) Profit Sharing PlanPeterson Industrial Products…$7MCcintegration, Inc. 401(k) Profit Sharing PlanCcintegration, Inc. 401(k) P…$7M
End-of-year total assets ($M) among Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sphere of Influence, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sphere of Influence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 14.095778027674116% vs 2023
2024 filing year
$6.5M$7M$7.5M$8M 20232024 $6.63M $7.56M ▲ +14.0%
Year Plans Participants Total Assets
2023 1 16 $7M
2024 1 16 $8M

Sphere of Influence, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$596K
Employer EIN201925841
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.006627637 · Participants: 16Sphere of Influence, Inc. 401(k) Profit Sharing Plan and TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Benjamin N. Simon 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 9.9% during 2023, from $6M to $7M. Reported net income was $596K.
How have Sphere of Influence, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sphere of Influence, Inc.'s sponsor-wide assets grew 14.1%, from $7M to $8M.
Which 401(k) plans are similar in size to Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Benjamin N. Simon 401(k) Profit Sharing Plan in CA ($7M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Sphere of Influence, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (16 participants, $5M 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 201925841.

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.