401(k) · DOL Form 5500 · 2023
Sophia, L.P. 401(k) Plan
Data updated 2026-08-11
- $609M
- Total assets
- 2,339
- Participants
- 98th
- Percentile by assets
- $260,534
- Avg per participant
Official DOL plan name: Ellucian Retirement Plan · Sponsored by Sophia, L.P. · Virginia · Professional & Technical Services
$609M in assets, 2,339 participants
Sophia, L.P.'s Ellucian Retirement Plan reported $609M in total assets and 2,339 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #20,026 in Professional & Technical Services (20,321 peers)
Coverage in Virginia
Ellucian Retirement Plan covers 2,339 participants in Virginia, 3.0x the typical Virginia plan (state average ~782 per filing). Assets: $609M.
- $609M
- total plan assets (2023 EOY)
- 2,339
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $260,534
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ellucian Retirement Plan reported net income rose from -$124M in the plan year 2022 filing to $92M in the plan year 2023 filing.
- Ellucian Retirement Plan end-of-year assets rose from $518M in the plan year 2022 filing to $609M in the plan year 2023 filing.
- Ellucian Retirement Plan reported participants rose from 2,029 in the plan year 2022 filing to 2,339 in the plan year 2023 filing.
Participants vs Virginia filers
In Virginia, the average filing covers about 782 participants across 3,655 plans. Ellucian Retirement Plan reports 2,339 participants - 3.0x that state average ($609M EOY assets).
Virginia filing particulars
| Total Assets (Beginning of Year) | $518M |
|---|---|
| Net Assets (End of Year) | $609M |
| Net Income | $92M |
| Employer EIN | 453182708 |
| Plan Effective Date | 2012-01-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sophia, L.P.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,029 | $518M |
| 2023 | 1 | 2,339 | $609M |
| 2024 | 1 | 2,286 | $660M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ellucian Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ellucian Retirement Plan by total assets, not by location.
- Penn Entertainment, Inc. 401(k) Plan (PA) $609M · 19,904
- Avnet 401(k) Plan (AZ) $609M · 2,972
- Breakthru Beverage Group 40 L(K) Plan (NY) $609M · 5,549
- The New York Times Savings Plan (NY) $610M · 1,858
Frequently Asked Questions
How did Ellucian Retirement Plan assets move in 2023? ▼
How have Sophia, L.P. plan assets changed over time? ▼
Where does Ellucian Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ellucian Retirement Plan? ▼
Next read for Ellucian Retirement Plan
Filing takeaways
Ways to act on Ellucian Retirement Plan's numbers.
- By total assets, Ellucian Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
- Sophia, L.P.'s sponsor-wide assets have grown 27.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans