401(k) · DOL Form 5500 · 2023

Soderman & Sons Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
21
Participants Small participant base
29th
Percentile by assets National rank
$87,270
Avg per participant Below avg balance/head
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Official DOL plan name: Soderman & Sons Inc. Retirement Plan · Sponsored by Soderman & Sons Inc. · Pennsylvania · Construction

$2M in assets, 21 participants

Soderman & Sons Inc.'s Soderman & Sons Inc. Retirement Plan reported $2M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,461 in Construction (9,030 peers)

Soderman & Sons Inc. multi-year trail

Soderman & Sons Inc.'s plans moved +37.3% in assets from 2022 to 2024; this filing shows Soderman & Sons Inc. Retirement Plan at $2M / 21 participants.

#2,461
in Construction (9,030 peers)
+7.0%
assets growth YoY

Soderman & Sons Inc. Retirement Plan among the smaller filed plans by assets

Soderman & Sons Inc. Retirement Plan vs every filed plan by assets

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

$1,832,660 29th percentile higher than 29% 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

Soderman & Sons Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Soderman & Sons Inc. Retirement Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Soderman & Sons Inc. Retirement Plan reported net income rose from -$13K in the plan year 2022 filing to $120K in the plan year 2023 filing.
  • Soderman & Sons Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Soderman & Sons Inc. Retirement Plan reported participants fell from 22 in the plan year 2022 filing to 21 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463593462 · Soderman & Sons Inc. PY 2023 · 401(k)

Soderman & Sons Inc. Retirement Plan · $2M · 21 · 29th

  • 5500 $2M
  • 5500 21
  • 5500 29th
  • 5500 401(k)
  • 5500 near Xact Tech, Inc. 401(k) Plan
  • 5500 ind #2461

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 Construction retirement plans → · Plans in Pennsylvania →

Soderman & Sons Inc. Retirement Plan in the asset neighbourhood

Soderman & Sons Inc. Retirement PlanSoderman & Sons Inc. Retirem…$2MXact Tech, Inc. 401(k) Plan$2MDavid & Jane Silk Dds Inc 401(k) Plan & TrustDavid & Jane Silk Dds Inc 40…$2MReach 401(k) Plan$2MC. P. Bourg, Inc. 401(k) Plan$2M
End-of-year total assets ($M) among Soderman & Sons Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Soderman & Sons Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Soderman & Sons Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 37.294804436660826% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.71M $2.35M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 22 $2M
2023 1 21 $2M
2024 1 16 $2M

Soderman & Sons Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$120K
Employer EIN463593462
Plan Effective Date2013-09-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Soderman & Sons Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Soderman & Sons Inc. Retirement Plan, Total assets ($B): 0.00183266 · Participants: 21Soderman & Sons Inc. Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Soderman & Sons Inc. Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Soderman & Sons Inc. Retirement Plan side-by-side with 3 peers →

Soderman & Sons Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Xact Tech, Inc. 401(k) Plan in NH ($2M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). 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 (21 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 Soderman & Sons Inc. Retirement Plan assets move in 2023? ▼
Soderman & Sons Inc. Retirement Plan grew at a solid clip - up 7.0% during 2023, from $2M to $2M. Reported net income was $120K.
How have Soderman & Sons Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soderman & Sons Inc.'s sponsor-wide assets grew 37.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Soderman & Sons Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xact Tech, Inc. 401(k) Plan in NH ($2M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Soderman & Sons Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 463593462.

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.