401(k) · DOL Form 5500 · 2023
Southern New England Healthcare Organization, Inc. Dba Sone Health 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $71,008
- Avg per participant Below avg balance/head
Official DOL plan name: Southern New England Healthcare Organization, Inc. 401(k) Plan · Sponsored by Southern New England Healthcare Organization, Inc. Dba Sone Health · Connecticut · Healthcare & Social Assistance
$6M in assets, 90 participants
Southern New England Healthcare Organization, Inc. Dba Sone Health's Southern New England Healthcare Organization, Inc. 401(k) Plan reported $6M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #9,594 in Healthcare & Social Assistance (17,684 peers)
Southern New England Healthcare Organization, Inc. Dba Sone Health multi-year trail
Southern New England Healthcare Organization, Inc. Dba Sone Health's plans moved +18.0% in assets from 2022 to 2024; this filing shows Southern New England Healthcare Organization, Inc. 401(k) Plan at $6M / 90 participants.
- #9,594
- in Healthcare & Social Assistance (17,684 peers)
- +3.2%
- assets growth YoY
Southern New England Healthcare Organization, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Southern New England Healthcare Organization, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,390,764 49th percentile higher than 49% 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
Southern New England Healthcare Organization, Inc. 401(k) 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. Southern New England Healthcare Organization, Inc. 401(k) Plan is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern New England Healthcare Organization, Inc. 401(k) Plan reported net income rose from -$349K in the plan year 2022 filing to $200K in the plan year 2023 filing.
- Southern New England Healthcare Organization, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 061391257 · Southern New England Healthcare Organization, Inc. Dba Sone Health PY 2023 · 401(k)
Southern New England Healthcare Organization, Inc. 401(k) Plan · $6M · 90 · 49th
- EBSA $6M
- PART 90
- TYPE 49th
- NET 401(k)
- BOOK near Huggins Actuarial Services, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #9594
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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →
Southern New England Healthcare Organization, Inc. 401(k) Plan in the asset neighbourhood
Southern New England Healthcare Organization, Inc. Dba Sone Health multi-year asset trail
Sponsor-wide plan assets over time
All Southern New England Healthcare Organization, Inc. Dba Sone Health plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 18.04729876188744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $6M |
| 2023 | 1 | 90 | $6M |
| 2024 | 1 | 99 | $7M |
Southern New England Healthcare Organization, Inc. Dba Sone Health filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $200K |
| Employer EIN | 061391257 |
| Plan Effective Date | 2000-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Southern New England Healthcare Organization, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Huggins Actuarial Services, Inc. 401(k) Profit Sharing Plan in PA ($6M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- International Marine Products Retirement Plan (CA) 90 · 0 off
- Co-Op 401(k) Plan (WA) 90 · 0 off
- Prism Hospitality LP 401(k) Plan (TX) 90 · 0 off
- East Coast Mechanical Inc (FL) 90 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.