401(k) · DOL Form 5500 · 2023

Sovrn Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
201
Participants Below avg headcount
65th
Percentile by assets National rank
$68,275
Avg per participant Below avg balance/head
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Official DOL plan name: Sovrn 401(k) Plan · Sponsored by Sovrn Holdings, Inc. · Colorado · Professional & Technical Services

$14M in assets, 201 participants

Sovrn Holdings, Inc.'s Sovrn 401(k) Plan reported $14M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,126 in Professional & Technical Services (20,321 peers)

Sovrn Holdings, Inc. multi-year trail

Sovrn Holdings, Inc.'s plans moved +52.1% in assets from 2022 to 2024; this filing shows Sovrn 401(k) Plan at $14M / 201 participants.

#13,126
in Professional & Technical Services (20,321 peers)
+35.3%
assets growth YoY

Sovrn 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Sovrn 401(k) Plan vs every filed plan by assets

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

$13,723,374 Top 35% higher than 65% 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

Sovrn 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sovrn 401(k) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sovrn 401(k) Plan reported net income rose from -$888K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sovrn 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 464307559 · Sovrn Holdings, Inc. PY 2023 · 401(k)

Sovrn 401(k) Plan · $14M · 201 · 65th

  • EIN $14M
  • RANK 201
  • PHOTO 65th
  • IND 401(k)
  • EOY near Spectro Alloys 401(k) Plan
  • 5500 ind #13126

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 Colorado →

Sovrn 401(k) Plan in the asset neighbourhood

Sovrn 401(k) Plan$14MSpectro Alloys 401(k) Plan$14MSiteimprove, Inc. 401(k) Plan$14MAcme Paper & Supply Co., Inc. 401(k) Plan and TrustAcme Paper & Supply Co., Inc…$14MMagnolia Bank Retirement Savings PlanMagnolia Bank Retirement Sav…$14M
End-of-year total assets ($M) among Sovrn 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sovrn Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sovrn Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 52.11419527522953% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.2M $15.4M ▲ +52.0%
Year Plans Participants Total Assets
2022 1 203 $10M
2023 1 201 $14M
2024 1 195 $15M

Sovrn Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$4M
Employer EIN464307559
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Sovrn 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Sovrn 401(k) Plan, Total assets ($B): 0.013723374 · Participants: 201Sovrn 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Sovrn 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Sovrn 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Spectro Alloys 401(k) Plan in MN ($14M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Sovrn 401(k) Plan assets move in 2023? ▼
Sovrn 401(k) Plan surged - up 35.3% during 2023, from $10M to $14M. Reported net income was $4M.
How have Sovrn Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovrn Holdings, Inc.'s sponsor-wide assets grew 52.1%, from $10M to $15M.
Which 401(k) plans are similar in size to Sovrn 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spectro Alloys 401(k) Plan in MN ($14M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Sovrn 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 participants, N/A 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 464307559.

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.