401(k) · DOL Form 5500 · 2024
Sophis Investments LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Sophis Investments LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Sophis Investments LLC · New York · Other Services
$2M in assets, 1 participants
Sophis Investments LLC's Sophis Investments LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #3,979 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Sophis Investments LLC 401(k) Profit Sharing Plan & Trust ranks #3,979 of 7,719 2024 filers by assets (1290% of the sector average)-$2M for 1 participant.
- #3,979
- in Other Services (7,719 peers)
- +3.6%
- assets growth YoY
Sophis Investments LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Sophis Investments LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,555,915 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sophis Investments 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. Sophis Investments LLC 401(k) Profit Sharing Plan & Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sophis Investments LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $89K in the plan year 2023 filing to $54K in the plan year 2024 filing.
- Sophis Investments LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 392074260 · Sophis Investments LLC PY 2024 · 401(k)
Sophis Investments LLC 401(k) Profit Sharing Plan & Trust · $2M · 1 · 27th
- BOY $2M
- BOY 1
- BOY 27th
- BOY 401(k)
- BOY near Caring Spirit Home Care Services, Inc. 401(k) Plan
- BOY ind #3979
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 New York →
Sophis Investments LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $54K |
| Employer EIN | 392074260 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sophis Investments LLC)
Sponsor-wide plan assets over time
All Sophis Investments LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 10.153118367266028% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1M |
| 2023 | 1 | 1 | $2M |
| 2024 | 1 | 1 | $2M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Sophis Investments LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Caring Spirit Home Care Services, Inc. 401(k) Plan in PA ($2M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.