401(k)
2022 plan-year 401(k) DOL Form 5500

Sovereign Native Holdco, LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Sovereign Native Holdco, LLC 401(k) Plan ยท Oklahoma ยท Construction

What the 2023 filing shows

Sovereign Native Holdco, LLC 401(k) Plan holds $959K for 164 participants - about $5,845 per participant, up 7.1% over the 2022 plan year.

$959K
total plan assets (2022 EOY)
164
covered participants
$5,845
avg assets per participant
+7.1%
assets growth YoY
Total Assets (2023)
$959K
Participants
164
State
Industry
Construction

What the Filing Says About Sovereign Native Holdco, LLC 401(k) Plan

Sovereign Native Holdco, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Sovereign Native Holdco, LLC 401(k) Plan, headquartered in Oklahoma. As of the 2022 Form 5500 filing, the plan reports $959K in total end-of-year assets and covers 164 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 462960654, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $895K at the beginning of 2022 to $959K at year-end โ€” a gain of 7.1%. Net assets (after liabilities) closed the year at $959K, with reported net income of $64K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$895K
Total Assets (End of Year)$959K
Net Assets (End of Year)$959K
Net Income$64K
Plan Type401(k)
Employer EIN462960654
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Sovereign Native Holdco, LLC 401(k) Plan?
As of the 2022 Form 5500 filing, Sovereign Native Holdco, LLC 401(k) Plan holds $959K in total assets with 164 participants. It is sponsored by Sovereign Native Holdco, LLC 401(k) Plan.
What type of plan is Sovereign Native Holdco, LLC 401(k) Plan?
Sovereign Native Holdco, LLC 401(k) Plan is a 401(k) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 462960654.
Who sponsors the Sovereign Native Holdco, LLC 401(k) Plan?
Sovereign Native Holdco, LLC 401(k) Plan is sponsored by Sovereign Native Holdco, LLC 401(k) Plan, located in Oklahoma. The sponsor's EIN is 462960654 and the plan operates in the Construction industry.
How did Sovereign Native Holdco, LLC 401(k) Plan perform in 2022?
Sovereign Native Holdco, LLC 401(k) Plan grew by 7.1% during 2022, moving from $895K to $959K in total assets. Net income was $64K.
Where can I find official filings for Sovereign Native Holdco, LLC 401(k) Plan?
Official Form 5500 filings for Sovereign Native Holdco, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 462960654 or plan name at efast.dol.gov.
How does Sovereign Native Holdco, LLC 401(k) Plan compare to other plans?
You can compare Sovereign Native Holdco, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 462960654.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.