401(k) · DOL Form 5500 · 2023

Sonata Health Care, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 438
Participants Below avg headcount: 35th
Percentile by assets National rank: $6,370
Avg per participant Low balance/head

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Official DOL plan name: Sonata Health Care, LLC 401(k) Plan · Sponsored by Sonata Health Care, LLC · Florida · Healthcare & Social Assistance

$3M in assets, 438 participants

Sonata Health Care, LLC's Sonata Health Care, LLC 401(k) Plan reported $3M in total assets and 438 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#6,218 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Sonata Health Care, LLC 401(k) Plan grew at a solid clip 13.0% in 2023 ($2M → $3M) for 438 participants.

#6,218
in Healthcare & Social Assistance (17,684 peers): +13.0%
assets growth YoY

Sonata Health Care, LLC 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sonata Health Care, LLC 401(k) Plan vs every filed plan by assets

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

$2,789,908 35th percentile higher than 35% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Sonata Health Care, LLC 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. Sonata Health Care, LLC 401(k) Plan sits mid-pack in the medium band (438 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Sonata Health Care, LLC 401(k) Plan reported net income rose from -$137K in the plan year 2022 filing to $330K in the plan year 2023 filing.
Sonata Health Care, LLC 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Sonata Health Care, LLC 401(k) Plan reported participants rose from 408 in the plan year 2022 filing to 438 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 263743890 · Sonata Health Care, LLC PY 2023 · 401(k)

Sonata Health Care, LLC 401(k) Plan · $3M · 438 · 35th

NET $3M
BOOK 438
VS-ST 35th
BOY 401(k)
SCH near Sano Drilling Inc 401(k) Profit Sharing Plan
EBSA ind #6218

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Sonata Health Care, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sonata Health Care, LLC years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	408	$2M
2023	1	438	$3M
2024	1	558	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$330K
Employer EIN	263743890
Plan Effective Date	2017-05-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sonata Health Care, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Sonata Health Care, LLC 401(k) Plan side-by-side with 3 peers →

Sonata Health Care, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Sano Drilling Inc 401(k) Profit Sharing Plan in NJ ($3M); by covered participants it is Woodloch Pines Inc. 401(k) Plan in PA (438 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Sano Drilling Inc 401(k) Profit Sharing Plan (NJ) $3M · 9
Safe-Harbor 401(k) Profit Sharing Plan for Employees of Families First, Inc. (GA) $3M · 61
Oriental Rug Gallery 401(k) Plan (TX) $3M · 28
Decorated Apparel Inc. Retirement Plan (MO) $3M · 22

Similar participant headcount

Nearest other-state filings by covered participants (438 participants); asset peers above are excluded.

Woodloch Pines Inc. 401(k) Plan (PA) 438 · 0 off
Rarefied Atmosphere 401(k) Plan (TX) 438 · 0 off
Team Gillman 401(k) Plan (TX) 438 · 0 off
Stowers Machinery Corporation 401(k) Plan (TN) 438 · 0 off

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 Sonata Health Care, LLC 401(k) Plan assets move in 2023? ▼

Sonata Health Care, LLC 401(k) Plan grew at a solid clip - up 13.0% during 2023, from $2M to $3M. Reported net income was $330K.

Which 401(k) plans are similar in size to Sonata Health Care, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sano Drilling Inc 401(k) Profit Sharing Plan in NJ ($3M, 9 participants).

Which 401(k) plans cover a similar participant headcount to Sonata Health Care, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Woodloch Pines Inc. 401(k) Plan in PA (438 participants, $12M 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 263743890.