401(k) · DOL Form 5500 · 2024

Sovos Compliance, LLC 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
907
Participants Near avg headcount
90th
Percentile by assets National rank
$103,197
Avg per participant Below avg balance/head
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Official DOL plan name: Sovos Compliance, LLC 401(k) Retirement Plan · Sponsored by Sovos Compliance, LLC · Massachusetts · Information & Media

$94M in assets, 907 participants

Sovos Compliance, LLC's Sovos Compliance, LLC 401(k) Retirement Plan reported $94M in total assets and 907 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,421 in Information & Media (2,822 peers)

Where Sovos Compliance, LLC 401(k) Retirement Plan sits by assets

Sovos Compliance, LLC 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $94M for 907 participants (~$103,197/participant), up 19.8% in 2024.

#2,421
in Information & Media (2,822 peers)
+19.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Sovos Compliance, LLC 401(k) Retirement Plan's outsized position by total assets

Sovos Compliance, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$93,599,356 Top 10% higher than 90% 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

Sovos Compliance, LLC 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sovos Compliance, LLC 401(k) Retirement Plan sits mid-pack in the medium band (907 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sovos Compliance, LLC 401(k) Retirement Plan end-of-year assets rose from $78M in the plan year 2023 filing to $94M in the plan year 2024 filing.
  • Sovos Compliance, LLC 401(k) Retirement Plan reported net income fell from $18M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Sovos Compliance, LLC 401(k) Retirement Plan reported participants fell from 978 in the plan year 2023 filing to 907 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 461379693 · Sovos Compliance, LLC PY 2024 · 401(k)

Sovos Compliance, LLC 401(k) Retirement Plan · $94M · 907 · 90th

  • PART $94M
  • TYPE 907
  • NET 90th
  • BOOK 401(k)
  • VS-ST near Ave-Plp, LLC 401(k) Plan
  • BOY ind #2421

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 Information & Media retirement plans → · Plans in Massachusetts →

Sovos Compliance, LLC 401(k) Retirement Plan in the asset neighbourhood

Sovos Compliance, LLC 401(k) Retirement PlanSovos Compliance, LLC 401(k)…$94MAve-Plp, LLC 401(k) Plan$94MSavings Plan & Trust Agreement of Lauritzen Corporation and Related CompaniesSavings Plan & Trust Agreeme…$94MOnedigital Open Pooled Employer PlanOnedigital Open Pooled Emplo…$94MColumbia Sussex 401(k) Plan$94M
End-of-year total assets ($M) among Sovos Compliance, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$94M
Net Income$15M
Employer EIN461379693
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sovos Compliance, LLC)

Sponsor-wide plan assets over time

All Sovos Compliance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$94M 55.73999076235866% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $60.1M $93.6M ▲ +55.7%
Year Plans Participants Total Assets
2022 1 811 $60M
2023 1 978 $78M
2024 1 907 $94M

Nearby 401(k) Plans in Massachusetts

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

Sovos Compliance, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Sovos Compliance, LLC 401(k) Retirement Plan, Total assets ($B): 0.093599356 · Participants: 907Sovos Compliance, LLC 401(k) Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Sovos Compliance, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Sovos Compliance, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Sovos Compliance, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ave-Plp, LLC 401(k) Plan in IA ($94M); by covered participants it is Woodbury Corporation 401(k) Profit Sharing Plan in UT (907 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($94M here).

Similar participant headcount

Nearest other-state filings by covered participants (907 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 Sovos Compliance, LLC 401(k) Retirement Plan assets move in 2024? ▼
Sovos Compliance, LLC 401(k) Retirement Plan grew sharply - up 19.8% during 2024, from $78M to $94M. Reported net income was $15M.
How have Sovos Compliance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sovos Compliance, LLC's sponsor-wide assets grew 55.7%, from $60M to $94M.
Where does Sovos Compliance, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Sovos Compliance, LLC 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sovos Compliance, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ave-Plp, LLC 401(k) Plan in IA ($94M, 1,037 participants).
Which 401(k) plans cover a similar participant headcount to Sovos Compliance, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woodbury Corporation 401(k) Profit Sharing Plan in UT (907 participants, $20M 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 461379693.

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.