401(k) · DOL Form 5500 · 2023

Sogefi Air & Cooling USA, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
410
Participants Below avg headcount
65th
Percentile by assets National rank
$32,935
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sogefi USA Retirement Plan · Sponsored by Sogefi Air & Cooling USA, Inc. · Michigan · Manufacturing

$14M in assets, 410 participants

Sogefi Air & Cooling USA, Inc.'s Sogefi USA Retirement Plan reported $14M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,898 in Manufacturing (18,722 peers)

Sogefi Air & Cooling USA, Inc. multi-year trail

Sogefi Air & Cooling USA, Inc.'s plans moved +13.0% in assets from 2022 to 2023; this filing shows Sogefi USA Retirement Plan at $14M / 410 participants.

#9,898
in Manufacturing (18,722 peers)
+13.0%
assets growth YoY

Sogefi USA Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Sogefi USA Retirement Plan vs every filed plan by assets

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

$13,503,364 Top 35% higher than 65% 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

Sogefi USA Retirement 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. Sogefi USA Retirement Plan sits mid-pack in the medium band (410 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sogefi USA Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sogefi USA Retirement Plan reported participants rose from 333 in the plan year 2022 filing to 410 in the plan year 2023 filing.
  • Sogefi USA Retirement Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 800519639 · Sogefi Air & Cooling USA, Inc. PY 2023 · 401(k)

Sogefi USA Retirement Plan · $14M · 410 · 65th

  • EIN $14M
  • EIN 410
  • EIN 65th
  • EIN 401(k)
  • EIN near Gce International, Inc. 401(k) Profit Sharing Plan
  • EIN ind #9898

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 Manufacturing retirement plans → · Plans in Michigan →

Sogefi USA Retirement Plan in the asset neighbourhood

Esn 401(k) Plan$14MSogefi USA Retirement Plan$14MGce International, Inc. 401(k) Profit Sharing PlanGce International, Inc. 401(…$14MHuman Active Technology, LLC. 401(k) Profit Sharing PlanHuman Active Technology, LLC…$14MMobro Marine, Inc. 401(k) PlanMobro Marine, Inc. 401(k) Pl…$14M
End-of-year total assets ($M) among Sogefi USA Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sogefi Air & Cooling USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sogefi Air & Cooling USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 12.96432036597345% vs 2022
2023 filing year
$11.5M$12M$12.5M$13M$13.5M$14M 20222023 $12M $13.5M ▲ +13.0%
Year Plans Participants Total Assets
2022 1 333 $12M
2023 1 410 $14M

Sogefi Air & Cooling USA, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN800519639
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Sogefi USA Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Sogefi USA Retirement Plan, Total assets ($B): 0.013503364 · Participants: 410Sogefi USA Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Sogefi USA Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Sogefi USA Retirement Plan side-by-side with 3 peers →

Sogefi USA Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Gce International, Inc. 401(k) Profit Sharing Plan in NY ($14M); by covered participants it is Logixhealth, Inc 401(k) Plan in MA (410 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (410 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 Sogefi USA Retirement Plan assets move in 2023? ▼
Sogefi USA Retirement Plan grew at a solid clip - up 13.0% during 2023, from $12M to $14M. Reported net income was $2M.
How have Sogefi Air & Cooling USA, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Sogefi Air & Cooling USA, Inc.'s sponsor-wide assets grew 13.0%, from $12M to $14M.
Which 401(k) plans are similar in size to Sogefi USA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gce International, Inc. 401(k) Profit Sharing Plan in NY ($14M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Sogefi USA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logixhealth, Inc 401(k) Plan in MA (410 participants, $19M 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 800519639.

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.