401(k) · DOL Form 5500 · 2023

Sophos, Inc 401(k) Plan

Data updated 2026-08-11

$129M
Total assets
844
Participants
93rd
Percentile by assets
$152,339
Avg per participant
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Official DOL plan name: Sophos, Inc 401(k) Savings Plan · Sponsored by Sophos, Inc · Massachusetts · Professional & Technical Services

$129M in assets, 844 participants

Sophos, Inc's Sophos, Inc 401(k) Savings Plan reported $129M in total assets and 844 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,106 in Professional & Technical Services (20,321 peers)

Where Sophos, Inc 401(k) Savings Plan sits by assets

Sophos, Inc 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $129M for 844 participants (~$152,339/participant), up 32.3% in 2023.

$129M
total plan assets (2023 EOY)
844
covered participants
93rd
percentile by assets (of 127,072 plans)
$152,339
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sophos, Inc 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Sophos, Inc 401(k) Savings Plan end-of-year assets rose from $97M in the plan year 2022 filing to $129M in the plan year 2023 filing.
  • Sophos, Inc 401(k) Savings Plan reported participants rose from 709 in the plan year 2022 filing to 844 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Sophos, Inc 401(k) Savings Plan vs the 2023 asset distribution

By assets, Sophos, Inc 401(k) Savings Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$129M
Net Income$31M
Employer EIN043328310
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sophos, Inc)

$80M$100M$120M$140M$160M$180M 202220232024 $97.2M $158M ▲ +62.3%
Total plan assets by year, all Sophos, Inc plans on file
Year Plans Participants Total Assets
2022 1 709 $97M
2023 1 844 $129M
2024 1 754 $158M

Nearby 401(k) Plans in Massachusetts

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

Sophos, Inc 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Sophos, Inc 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sophos, Inc 401(k) S…Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Boston Scientific Co…Philips North Americ…
Sophos, Inc 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sophos, Inc 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Sophos, Inc 401(k) Savings Plan assets move in 2023?
Sophos, Inc 401(k) Savings Plan surged - up 32.3% during 2023, from $97M to $129M. Reported net income was $31M.
How have Sophos, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Sophos, Inc's sponsor-wide assets grew 62.3%, from $97M to $158M.
Where does Sophos, Inc 401(k) Savings Plan rank by assets among Form 5500 filers?
Sophos, Inc 401(k) Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sophos, Inc 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Canfor Southern Pine, Inc. 401(k) Plan in SC ($129M, 2,374 participants).

Scale reading

Ways to act on Sophos, Inc 401(k) Savings Plan's numbers.