401(k) · DOL Form 5500 · 2024

Soca Services LLC 401(k) Plan

Data updated 2026-08-25

$448K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$149,230
Avg per participant Above avg balance/head
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Official DOL plan name: Soca Services LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Soca Services LLC · Ohio · Other Services

$448K in assets, 3 participants

Soca Services LLC's Soca Services LLC 401(k) Profit Sharing Plan & Trust reported $448K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,771 in Other Services (7,719 peers)

Soca Services LLC multi-year trail

Soca Services LLC's plans moved +150.9% in assets from 2022 to 2024; this filing shows Soca Services LLC 401(k) Profit Sharing Plan & Trust at $448K / 3 participants.

#2,771
in Other Services (7,719 peers)
+51.8%
assets growth YoY

Soca Services LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Soca Services LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$447,689 17th percentile higher than 17% of 123,620 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 2024

Soca Services LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soca Services LLC 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Soca Services LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $295K in the plan year 2023 filing to $448K in the plan year 2024 filing.
  • Soca Services LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $117K in the plan year 2023 filing to $153K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 854395712 · Soca Services LLC PY 2024 · 401(k)

Soca Services LLC 401(k) Profit Sharing Plan & Trust · $448K · 3 · 17th

  • IND $448K
  • EOY 3
  • 5500 17th
  • ASSETS 401(k)
  • PCT near Bgrs Management, Inc. 401(k) Plan
  • EIN ind #2771

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 Other Services retirement plans → · Plans in Ohio →

Soca Services LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Soca Services LLC 401(k) Profit Sharing Plan & TrustSoca Services LLC 401(k) Pro…$448KBgrs Management, Inc. 401(k) PlanBgrs Management, Inc. 401(k)…$448KAmerican Mutual Underwriters, Ltd. 401(k) Retirement Savings PlanAmerican Mutual Underwriters…$448KFairfax Christian School Inc 401(k) Profit Sharing Plan & TrustFairfax Christian School Inc…$448KCbh Holdings 401(k) Trust$448K
End-of-year total assets ($M) among Soca Services LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Soca Services LLC multi-year asset trail

Sponsor-wide plan assets over time

All Soca Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$448K 150.87784184837125% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.18M $0.45M ▲ +150.0%
Year Plans Participants Total Assets
2022 1 2 $178K
2023 1 3 $295K
2024 1 3 $448K

Soca Services LLC filing trail (2024)

Total Assets (Beginning of Year)$295K
Net Assets (End of Year)$448K
Net Income$153K
Employer EIN854395712
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Soca Services LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Soca Services LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000447689 · Participants: 3Soca Services LLC 401(k) Profit Sharing Plan & TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Soca Services LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Soca Services LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Soca Services LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Bgrs Management, Inc. 401(k) Plan in TX ($448K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Soca Services LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Soca Services LLC 401(k) Profit Sharing Plan & Trust surged - up 51.8% during 2024, from $295K to $448K. Reported net income was $153K.
How have Soca Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soca Services LLC's sponsor-wide assets grew 150.9%, from $178K to $448K.
Where does Soca Services LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Soca Services LLC 401(k) Profit Sharing Plan & Trust ranks in the 17th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Soca Services LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bgrs Management, Inc. 401(k) Plan in TX ($448K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Soca Services LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 854395712.

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.