401(k) · DOL Form 5500 · 2023

Sonoran University of Health Sci 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
213
Participants Below avg headcount
51st
Percentile by assets National rank
$33,026
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sonoran University of Health Sciences 401(k) Plan · Sponsored by Sonoran University of Health Sci · Arizona · Educational Services

$7M in assets, 213 participants

Sonoran University of Health Sci's Sonoran University of Health Sciences 401(k) Plan reported $7M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #1,316 in Educational Services (3,735 peers)

Coverage in Arizona

Sonoran University of Health Sciences 401(k) Plan covers 213 participants in Arizona, about 38% of the average Arizona filer (state average ~564 per filing). Assets: $7M.

#1,316
in Educational Services (3,735 peers)
+16.5%
assets growth YoY

Sonoran University of Health Sciences 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Sonoran University of Health Sciences 401(k) Plan vs every filed plan by assets

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

$7,034,628 Top 49% higher than 51% 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

Sonoran University of Health Sciences 401(k) 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. Sonoran University of Health Sciences 401(k) Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sonoran University of Health Sciences 401(k) Plan reported net income rose from -$274K in the plan year 2022 filing to $996K in the plan year 2023 filing.
  • Sonoran University of Health Sciences 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sonoran University of Health Sciences 401(k) Plan reported participants rose from 206 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860702049 · Sonoran University of Health Sci PY 2023 · 401(k)

Sonoran University of Health Sciences 401(k) Plan · $7M · 213 · 51st

  • BOOK $7M
  • BOOK 213
  • BOOK 51st
  • BOOK 401(k)
  • BOOK near Lifeskills, Inc. 401(k) Plan
  • BOOK ind #1316

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 Educational Services retirement plans → · Plans in Arizona →

Sonoran University of Health Sciences 401(k) Plan in the asset neighbourhood

Churnzero 401(k) Plan$7MMersive Technologies, Inc. 401(k) and Profit Sharing PlanMersive Technologies, Inc. 4…$7MSonoran University of Health Sciences 401(k) PlanSonoran University of Health…$7MLifeskills, Inc. 401(k) Plan$7MKaufman Trailers 401(k) Plan$7M
End-of-year total assets ($M) among Sonoran University of Health Sciences 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$996K
Employer EIN860702049
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonoran University of Health Sci)

Sponsor-wide plan assets over time

All Sonoran University of Health Sci plans reported in each filing year

Latest sponsor-wide plan assets
$8M 37.54006586078154% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.04M $8.31M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 206 $6M
2023 1 213 $7M
2024 1 224 $8M

Nearby 401(k) Plans in Arizona

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

Sonoran University of Health Sciences 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sonoran University of Health Sciences 401(k) Plan, Total assets ($B): 0.007034628 · Participants: 213Sonoran University of Health Sciences 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Sonoran University of Health Sciences 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sonoran University of Health Sciences 401(k) Plan side-by-side with 3 peers →

Sonoran University of Health Sciences 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Lifeskills, Inc. 401(k) Plan in KY ($7M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Sonoran University of Health Sciences 401(k) Plan assets move in 2023? ▼
Sonoran University of Health Sciences 401(k) Plan grew sharply - up 16.5% during 2023, from $6M to $7M. Reported net income was $996K.
How have Sonoran University of Health Sci plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonoran University of Health Sci's sponsor-wide assets grew 37.5%, from $6M to $8M.
Which 401(k) plans are similar in size to Sonoran University of Health Sciences 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifeskills, Inc. 401(k) Plan in KY ($7M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Sonoran University of Health Sciences 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (213 participants, $38M 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 860702049.

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.