ESOP · DOL Form 5500 · 2023

Sofha Management Services, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
853
Participants Near avg headcount
51st
Percentile by assets National rank
$8,030
Avg per participant Low balance/head
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Official DOL plan name: Sofha Management Services, Inc. Employee Stock Ownership Plan · Sponsored by Sofha Management Services, Inc. · Tennessee · Healthcare & Social Assistance

$7M in assets, 853 participants

Sofha Management Services, Inc.'s Sofha Management Services, Inc. Employee Stock Ownership Plan reported $7M in total assets and 853 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.

  • #9,871 in Healthcare & Social Assistance (17,684 peers)

Sofha Management Services, Inc. multi-year trail

Sofha Management Services, Inc.'s plans moved +2201.0% in assets from 2023 to 2024; this filing shows Sofha Management Services, Inc. Employee Stock Ownership Plan at $7M / 853 participants.

#9,871
in Healthcare & Social Assistance (17,684 peers)
-$1M
reported net income

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sofha Management Services, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sofha Management Services, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,850,000 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

Sofha Management Services, Inc. Employee Stock Ownership 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. Sofha Management Services, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (853 participants).

EBSA filing schedule strip

Filing strip 991088595 · Sofha Management Services, Inc. PY 2023 · ESOP

Sofha Management Services, Inc. Employee Stock Ownership Plan · $7M · 853 · 51st

  • PHOTO $7M
  • PHOTO 853
  • PHOTO 51st
  • PHOTO ESOP
  • PHOTO near Turelk, Inc. Employee Stock Ownership Plan
  • PHOTO ind #9871

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 What is an ESOP? → · Plans in Tennessee →

Sofha Management Services, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mann Media, Inc. Employee Stock Ownership PlanMann Media, Inc. Employee St…$7MSofha Management Services, Inc. Employee Stock Ownership PlanSofha Management Services, I…$7MTurelk, Inc. Employee Stock Ownership PlanTurelk, Inc. Employee Stock …$7MAircon Engineering Employee Stock Ownership PlanAircon Engineering Employee …$7MJ & J Amusements, Inc. , an Oregon Corporation Employee Stock Ownership PlanJ & J Amusements, Inc. , an …$7M
End-of-year total assets ($M) among Sofha Management Services, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Sofha Management Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sofha Management Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$158M 2200.9568759124086% vs 2023
2024 filing year
$0M$50M$100M$150M$200M 20232024 $6.85M $158M ▲ +2201.0%
Year Plans Participants Total Assets
2023 1 853 $7M
2024 2 1,800 $158M

Sofha Management Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$1M
Net Income-$1M
Employer EIN991088595
Plan Effective Date2023-12-31
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Tennessee

Peer ESOP plans, same state, same plan type, ranked by total assets.

Sofha Management Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -1000100200300400500 Total assets ($M) Participants Sofha Management Services, Inc. Employee Stock Ownership Plan, Total assets ($M): 6.85 · Participants: 853Sofha Management Services, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Sofha Management Services, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Sofha Management Services, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Sofha Management Services, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Turelk, Inc. Employee Stock Ownership Plan in CA ($7M); by covered participants it is Allied Motion Technologies Inc. Employees' Stock Ownership Plan in NY (863 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (853 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 have Sofha Management Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sofha Management Services, Inc.'s sponsor-wide assets grew 2201.0%, from $7M to $158M.
Which ESOP plans are similar in size to Sofha Management Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Turelk, Inc. Employee Stock Ownership Plan in CA ($7M, 96 participants).
Which ESOP plans cover a similar participant headcount to Sofha Management Services, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Allied Motion Technologies Inc. Employees' Stock Ownership Plan in NY (863 participants, $20M 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 991088595.

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.