401(k) · DOL Form 5500 · 2024

Sojern, Inc. 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
240
Participants
75th
Percentile by assets
$109,979
Avg per participant
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Official DOL plan name: Sojern, Inc. 401(k) Plan · Sponsored by Sojern, Inc. · Nebraska · Professional & Technical Services

$26M in assets, 240 participants

Sojern, Inc.'s Sojern, Inc. 401(k) Plan reported $26M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • 75th percentile by assets (of 123,622 plans)
  • #15,169 in Professional & Technical Services (20,173 peers)

Coverage in Nebraska

Sojern, Inc. 401(k) Plan covers 240 participants in Nebraska, about 43% of the average Nebraska filer (state average ~552 per filing). Assets: $26M.

$26M
total plan assets (2024 EOY)
240
covered participants
75th
percentile by assets (of 123,622 plans)
$109,979
avg assets per participant

Where Sojern, Inc. 401(k) Plan sits by total assets

Sojern, Inc. 401(k) Plan vs every filed plan by assets

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

$26,394,889 Top 25% higher than 75% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sojern, Inc. 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sojern, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Sojern, Inc. 401(k) Plan reported participants fell from 276 in the plan year 2023 filing to 240 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Nebraska filers

In Nebraska, the average filing covers about 552 participants across 778 plans. Sojern, Inc. 401(k) Plan reports 240 participants - about 43% of that state average ($26M EOY assets).

Nebraska filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN260515764
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sojern, Inc.)

$15M$20M$25M$30M 202220232024 $16.5M $26.4M ▲ +60.2%
Total plan assets by year, all Sojern, Inc. plans on file
Year Plans Participants Total Assets
2022 1 210 $16M
2023 1 276 $23M
2024 1 240 $26M

Nearby 401(k) Plans in Nebraska

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

Sojern, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Sojern, Inc. 401(k) …, Total assets ($B): 0.026394889 · Participants: 240Sojern, Inc. 401(k) …Hdr, Inc. Best Plan …, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan …Peter Kiewit Sons, I…, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, I…Union Pacific Agreem…, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreem…Union Pacific Corpor…, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corpor…First National of Ne…, Total assets ($B): 1.045428819 · Participants: 4950First National of Ne…
Sojern, Inc. 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sojern, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Sojern, Inc. 401(k) Plan assets move in 2024?
Sojern, Inc. 401(k) Plan grew at a solid clip - up 13.8% during 2024, from $23M to $26M. Reported net income was $3M.
How have Sojern, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sojern, Inc.'s sponsor-wide assets grew 60.2%, from $16M to $26M.
Where does Sojern, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Sojern, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sojern, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Amperity 401(k) Plan in WA ($26M, 313 participants).

Filing takeaways

Ways to act on Sojern, Inc. 401(k) Plan's numbers.