401(k) · DOL Form 5500 · 2023

Sonoran Schools 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
318
Participants Below avg headcount
47th
Percentile by assets National rank
$17,685
Avg per participant Low balance/head
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Official DOL plan name: Sonoran Schools 401(k) Profit Sharing Plan · Sponsored by Sonoran Schools · Arizona · Other Services

$6M in assets, 318 participants

Sonoran Schools's Sonoran Schools 401(k) Profit Sharing Plan reported $6M in total assets and 318 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,295 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Sonoran Schools 401(k) Profit Sharing Plan ranks #5,295 of 7,857 2023 filers by assets (357% of the sector average)-$6M for 318 participants.

#5,295
in Other Services (7,857 peers)
+41.5%
assets growth YoY

Sonoran Schools 401(k) Profit Sharing Plan's mid-pack asset rank among Other Services and all filers

Sonoran Schools 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,623,826 47th percentile higher than 47% 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

Sonoran Schools 401(k) Profit Sharing 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. Sonoran Schools 401(k) Profit Sharing Plan sits mid-pack in the medium band (318 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sonoran Schools 401(k) Profit Sharing Plan reported net income rose from $15K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sonoran Schools 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sonoran Schools 401(k) Profit Sharing Plan reported participants rose from 302 in the plan year 2022 filing to 318 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 452210319 · Sonoran Schools PY 2023 · 401(k)

Sonoran Schools 401(k) Profit Sharing Plan · $6M · 318 · 47th

  • NET $6M
  • NET 318
  • NET 47th
  • NET 401(k)
  • NET near Schnellecke Logistics USA, LLC 401(k) Plan
  • NET ind #5295

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 Other Services retirement plans → · Plans in Arizona →

Sonoran Schools 401(k) Profit Sharing Plan in the asset neighbourhood

Sonoran Schools 401(k) Profit Sharing PlanSonoran Schools 401(k) Profi…$6MSchnellecke Logistics USA, LLC 401(k) PlanSchnellecke Logistics USA, L…$6MLawrence Otolaryngology Associates, LLC 401(k) Profit Sharing PlanLawrence Otolaryngology Asso…$6MPassalacqua, Mazzoni, Gladden, Lopez & Maraviglia, LLP 401(k) Profit Sharing PlanPassalacqua, Mazzoni, Gladde…$6MNqm Funding, LLC 401(k) Plan$6M
End-of-year total assets ($M) among Sonoran Schools 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN452210319
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonoran Schools)

Sponsor-wide plan assets over time

All Sonoran Schools plans reported in each filing year

Latest sponsor-wide plan assets
$6M 63.16612231662431% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.98M $6.49M ▲ +63.1%
Year Plans Participants Total Assets
2022 1 302 $4M
2023 1 318 $6M
2024 1 349 $6M

Nearby 401(k) Plans in Arizona

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

Sonoran Schools 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sonoran Schools 401(k) Profit Sharing Plan, Total assets ($B): 0.005623826 · Participants: 318Sonoran Schools 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Sonoran Schools 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sonoran Schools 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sonoran Schools 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Schnellecke Logistics USA, LLC 401(k) Plan in TN ($6M); by covered participants it is Nacg Texas, Inc. 401(k) Plan in TX (318 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Sonoran Schools 401(k) Profit Sharing Plan assets move in 2023? ▼
Sonoran Schools 401(k) Profit Sharing Plan surged - up 41.5% during 2023, from $4M to $6M. Reported net income was $2M.
How have Sonoran Schools plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonoran Schools's sponsor-wide assets grew 63.2%, from $4M to $6M.
Which 401(k) plans are similar in size to Sonoran Schools 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schnellecke Logistics USA, LLC 401(k) Plan in TN ($6M, 2,066 participants).
Which 401(k) plans cover a similar participant headcount to Sonoran Schools 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nacg Texas, Inc. 401(k) Plan in TX (318 participants, $3M 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 452210319.

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.