401(k) · DOL Form 5500 · 2023

Sobrato Organization 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
81
Participants Small participant base
71st
Percentile by assets National rank
$232,011
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Sobrato Organization 401(k) Savings Plan · Sponsored by Sobrato Organization · California · Construction

$19M in assets, 81 participants

Sobrato Organization's The Sobrato Organization 401(k) Savings Plan reported $19M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,340 in Construction (9,030 peers)

Sobrato Organization multi-year trail

Sobrato Organization's plans moved +57.4% in assets from 2022 to 2024; this filing shows The Sobrato Organization 401(k) Savings Plan at $19M / 81 participants.

#6,340
in Construction (9,030 peers)
+28.0%
assets growth YoY

The Sobrato Organization 401(k) Savings Plan's outsized position by total assets

The Sobrato Organization 401(k) Savings Plan vs every filed plan by assets

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

$18,792,858 Top 29% higher than 71% 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

The Sobrato Organization 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sobrato Organization 401(k) Savings Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sobrato Organization 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Sobrato Organization 401(k) Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • The Sobrato Organization 401(k) Savings Plan reported participants fell from 105 in the plan year 2022 filing to 81 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 770262755 · Sobrato Organization PY 2023 · 401(k)

The Sobrato Organization 401(k) Savings Plan · $19M · 81 · 71st

  • EBSA $19M
  • PART 81
  • TYPE 71st
  • NET 401(k)
  • BOOK near Bankw Staffing, LLC Retirement Plan
  • VS-ST ind #6340

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 Construction retirement plans → · Plans in California →

The Sobrato Organization 401(k) Savings Plan in the asset neighbourhood

Bevcomm Salary Savings Plan$19MThe Sobrato Organization 401(k) Savings PlanThe Sobrato Organization 401…$19MBankw Staffing, LLC Retirement PlanBankw Staffing, LLC Retireme…$19MThrive Peo 401(k) Plan$19MCopenhagen Imports 401(k) Profit Sharing PlanCopenhagen Imports 401(k) Pr…$19M
End-of-year total assets ($M) among The Sobrato Organization 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sobrato Organization multi-year asset trail

Sponsor-wide plan assets over time

All Sobrato Organization plans reported in each filing year

Latest sponsor-wide plan assets
$23M 57.41016009932765% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.7M $23.1M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 105 $15M
2023 1 81 $19M
2024 1 121 $23M

Sobrato Organization filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN770262755
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

The Sobrato Organization 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Sobrato Organization 401(k) Savings Plan, Total assets ($B): 0.018792858 · Participants: 81The Sobrato Organization 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Sobrato Organization 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Sobrato Organization 401(k) Savings Plan side-by-side with 3 peers →

The Sobrato Organization 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bankw Staffing, LLC Retirement Plan in NH ($19M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (81 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 The Sobrato Organization 401(k) Savings Plan assets move in 2023? ▼
The Sobrato Organization 401(k) Savings Plan grew sharply - up 28.0% during 2023, from $15M to $19M. Reported net income was $4M.
How have Sobrato Organization plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sobrato Organization's sponsor-wide assets grew 57.4%, from $15M to $23M.
Which 401(k) plans are similar in size to The Sobrato Organization 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bankw Staffing, LLC Retirement Plan in NH ($19M, 153 participants).
Which 401(k) plans cover a similar participant headcount to The Sobrato Organization 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (81 participants, $5M 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 770262755.

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.