401(k) · DOL Form 5500 · 2023
Sonata Software North America, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $128,233
- Avg per participant Near avg balance/head
Official DOL plan name: Sonata Software North America, Inc. Retirement Trust · Sponsored by Sonata Software North America, Inc. · California · Professional & Technical Services
$11M in assets, 83 participants
Sonata Software North America, Inc.'s Sonata Software North America, Inc. Retirement Trust reported $11M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #11,937 in Professional & Technical Services (20,321 peers)
Sonata Software North America, Inc. multi-year trail
Sonata Software North America, Inc.'s plans moved +172.6% in assets from 2022 to 2024; this filing shows Sonata Software North America, Inc. Retirement Trust at $11M / 83 participants.
- #11,937
- in Professional & Technical Services (20,321 peers)
- +64.8%
- assets growth YoY
Sonata Software North America, Inc. Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers
Sonata Software North America, Inc. Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,643,372 Top 40% higher than 60% 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 Software North America, Inc. Retirement Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sonata Software North America, Inc. Retirement Trust is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sonata Software North America, Inc. Retirement Trust reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Sonata Software North America, Inc. Retirement Trust end-of-year assets rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Sonata Software North America, Inc. Retirement Trust reported participants fell from 85 in the plan year 2022 filing to 83 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 680281955 · Sonata Software North America, Inc. PY 2023 · 401(k)
Sonata Software North America, Inc. Retirement Trust · $11M · 83 · 60th
- VS-ST $11M
- VS-ST 83
- VS-ST 60th
- VS-ST 401(k)
- VS-ST near Bombora, Inc. 401(k) Ps Plan
- VS-ST ind #11937
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 California →
Sonata Software North America, Inc. Retirement Trust in the asset neighbourhood
Sonata Software North America, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sonata Software North America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 172.61303509161826% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $6M |
| 2023 | 1 | 83 | $11M |
| 2024 | 1 | 208 | $18M |
Sonata Software North America, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $4M |
| Employer EIN | 680281955 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Sonata Software North America, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Bombora, Inc. 401(k) Ps Plan in NY ($11M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Bombora, Inc. 401(k) Ps Plan (NY) $11M · 194
- AFL-CIO Appalachian Council 401(k) Plan (WV) $11M · 261
- Aesseal, Inc. 401(k) Retirement Plan (TN) $11M · 140
- DC Engineering 401(k) Plan (ID) $11M · 172
Similar participant headcount
Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.
- Brightpearl 401(k) Plan (TX) 83 · 0 off
- Southern Tea, LLC New Jersey 401(k) Plan (GA) 83 · 0 off
- Ikon Group Pension Plan (PR) 83 · 0 off
- Fabtex, Inc. 401(k) Profit Sharing Plan (PA) 83 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.