401(k) · DOL Form 5500 · 2023

Sonalysts, Inc. 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
418
Participants Below avg headcount
93rd
Percentile by assets National rank
$319,927
Avg per participant High balance/head
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Official DOL plan name: Sonalysts, Inc. Retirement and Savings Plan · Sponsored by Sonalysts, Inc. · Connecticut · Professional & Technical Services

$134M in assets, 418 participants

Sonalysts, Inc.'s Sonalysts, Inc. Retirement and Savings Plan reported $134M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,149 in Professional & Technical Services (20,321 peers)

Where Sonalysts, Inc. Retirement and Savings Plan sits by assets

Sonalysts, Inc. Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $134M for 418 participants (~$319,927/participant), up 13.5% in 2023.

#19,149
in Professional & Technical Services (20,321 peers)
+13.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Sonalysts, Inc. Retirement and Savings Plan's outsized position by total assets

Sonalysts, Inc. Retirement and Savings Plan vs every filed plan by assets

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

$133,729,393 Top 7% higher than 93% 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

Sonalysts, Inc. Retirement and Savings 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. Sonalysts, Inc. Retirement and Savings Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sonalysts, Inc. Retirement and Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Sonalysts, Inc. Retirement and Savings Plan end-of-year assets rose from $118M in the plan year 2022 filing to $134M in the plan year 2023 filing.
  • Sonalysts, Inc. Retirement and Savings Plan reported participants rose from 410 in the plan year 2022 filing to 418 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060902362 · Sonalysts, Inc. PY 2023 · 401(k)

Sonalysts, Inc. Retirement and Savings Plan · $134M · 418 · 93rd

  • EBSA $134M
  • EBSA 418
  • EBSA 93rd
  • EBSA 401(k)
  • EBSA near Ushio America Savings and Retirement Plan
  • EBSA ind #19149

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 Professional & Technical Services retirement plans → · Plans in Connecticut →

Sonalysts, Inc. Retirement and Savings Plan in the asset neighbourhood

Draftkings 401(k) Plan$134MHill, Ward & Henderson, Professional Association Profit Sharing and 401(k) PlanHill, Ward & Henderson, Prof…$134MSonalysts, Inc. Retirement and Savings PlanSonalysts, Inc. Retirement a…$134MUshio America Savings and Retirement PlanUshio America Savings and Re…$134MMembers 1st Federal Credit Union 401(k) Savings PlanMembers 1st Federal Credit U…$134M
End-of-year total assets ($M) among Sonalysts, Inc. Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$134M
Net Income$16M
Employer EIN060902362
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonalysts, Inc.)

Sponsor-wide plan assets over time

All Sonalysts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$272M 14.953632602864719% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $236M $272M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 820 $236M
2023 2 836 $259M
2024 2 817 $272M

Nearby 401(k) Plans in Connecticut

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

Sonalysts, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sonalysts, Inc. Retirement and Savings Plan, Total assets ($B): 0.133729393 · Participants: 418Sonalysts, Inc. Retirement and Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Sonalysts, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Sonalysts, Inc. Retirement and Savings Plan side-by-side with 3 peers →

Sonalysts, Inc. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Ushio America Savings and Retirement Plan in CA ($134M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Sonalysts, Inc. Retirement and Savings Plan assets move in 2023? ▼
Sonalysts, Inc. Retirement and Savings Plan grew at a solid clip - up 13.5% during 2023, from $118M to $134M. Reported net income was $16M.
How have Sonalysts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonalysts, Inc.'s sponsor-wide assets grew 15.0%, from $236M to $272M.
Where does Sonalysts, Inc. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Sonalysts, Inc. Retirement and Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sonalysts, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ushio America Savings and Retirement Plan in CA ($134M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Sonalysts, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants, $52M 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 060902362.

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.