401(k) · DOL Form 5500 · 2023

Sophia, L.P. 401(k) Plan

Data updated 2026-08-25

$609M
Total assets Above avg plan size
2,339
Participants Above avg headcount
98th
Percentile by assets National rank
$260,534
Avg per participant Above avg balance/head
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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.

  • #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.

#20,026
in Professional & Technical Services (20,321 peers)
+17.7%
assets growth YoY
6.1×
vs typical plan assets (national mean)

Ellucian Retirement Plan's outsized position by total assets

Ellucian Retirement Plan vs every filed plan by assets

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

$609,388,160 Top 2% higher than 98% 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

Ellucian Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellucian Retirement Plan lands in the large band (2,339 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 453182708 · Sophia, L.P. PY 2023 · 401(k)

Ellucian Retirement Plan · $609M · 2,339 · 98th

  • NET $609M
  • NET 2,339
  • NET 98th
  • NET 401(k)
  • NET near Penn Entertainment, Inc. 401(k) Plan
  • NET ind #20026

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 →

Ellucian Retirement Plan in the asset neighbourhood

The New York Times Savings PlanThe New York Times Savings P…$610MEllucian Retirement Plan$609MPenn Entertainment, Inc. 401(k) PlanPenn Entertainment, Inc. 401…$609MAvnet 401(k) Plan$609MBreakthru Beverage Group 40 L(K) PlanBreakthru Beverage Group 40 …$609M
End-of-year total assets ($M) among Ellucian Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$518M
Net Assets (End of Year)$609M
Net Income$92M
Employer EIN453182708
Plan Effective Date2012-01-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Sophia, L.P.)

Sponsor-wide plan assets over time

All Sophia, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$660M 27.511173820211294% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $518M $660M ▲ +27.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Ellucian Retirement Plan, Total assets ($B): 0.60938816 · Participants: 2339Ellucian Retirement PlanNorthrop 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
Ellucian Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Ellucian Retirement Plan side-by-side with 3 peers →

Ellucian Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Penn Entertainment, Inc. 401(k) Plan in PA ($609M); by covered participants it is Schindler Elevator Corporation Savings and Investment Plan in NJ (2,339 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($609M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,339 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 Ellucian Retirement Plan assets move in 2023? ▼
Ellucian Retirement Plan grew sharply - up 17.7% during 2023, from $518M to $609M. Reported net income was $92M.
How have Sophia, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sophia, L.P.'s sponsor-wide assets grew 27.5%, from $518M to $660M.
Where does Ellucian Retirement Plan rank by assets among Form 5500 filers? ▼
Ellucian Retirement Plan ranks in the 98th 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 Ellucian Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penn Entertainment, Inc. 401(k) Plan in PA ($609M, 19,904 participants).
Which 401(k) plans cover a similar participant headcount to Ellucian Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Schindler Elevator Corporation Savings and Investment Plan in NJ (2,339 participants, $465M 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 453182708.

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.