401(k) · DOL Form 5500 · 2023
Sonatype, Inc. 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 368
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $59,344
- Avg per participant Low balance/head
Official DOL plan name: Sonatype Retirement Trust · Sponsored by Sonatype, Inc. · Maryland · Professional & Technical Services
$22M in assets, 368 participants
Sonatype, Inc.'s Sonatype Retirement Trust reported $22M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #15,090 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Sonatype Retirement Trust covers 368 participants in Maryland, about 40% of the average Maryland filer (state average ~929 per filing). Assets: $22M.
- #15,090
- in Professional & Technical Services (20,321 peers)
- +35.4%
- assets growth YoY
Sonatype Retirement Trust's outsized position by total assets
Sonatype Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,838,504 Top 26% higher than 74% 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
Sonatype Retirement Trust 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. Sonatype Retirement Trust sits mid-pack in the medium band (368 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sonatype Retirement Trust reported net income rose from -$74K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Sonatype Retirement Trust reported participants rose from 267 in the plan year 2022 filing to 368 in the plan year 2023 filing.
- Sonatype Retirement Trust end-of-year assets rose from $16M in the plan year 2022 filing to $22M in the plan year 2023 filing.
DOL schedule card
Filing strip 260641472 · Sonatype, Inc. PY 2023 · 401(k)
Sonatype Retirement Trust · $22M · 368 · 74th
- 5500 $22M
- ASSETS 368
- PCT 74th
- EIN 401(k)
- RANK near Alliance Bank Retirement Plan
- PHOTO ind #15090
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 Maryland →
Sonatype Retirement Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $6M |
| Employer EIN | 260641472 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sonatype, Inc.)
Sponsor-wide plan assets over time
All Sonatype, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 60.60114163307889% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $16M |
| 2023 | 1 | 368 | $22M |
| 2024 | 1 | 296 | $26M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Sonatype Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Alliance Bank Retirement Plan in MN ($22M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (368 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Alliance Bank Retirement Plan (MN) $22M · 114
- Healix Savings Plan (TX) $22M · 417
- Nexgen Team, LLC 401(k) Plan (OR) $22M · 448
- Superior Technical Ceramics Corporation 401(k) Plan (VT) $22M · 184
Similar participant headcount
Nearest other-state filings by covered participants (368 participants); asset peers above are excluded.
- Mcguire Management Group 401(k) Plan (FL) 368 · 0 off
- Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan (TX) 368 · 0 off
- Build a Sign LLC 401(k) Plan (TX) 368 · 0 off
- Calamos Profit Sharing 401(k) Plan (IL) 368 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.