401(k) · DOL Form 5500 · 2023

Sumo Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
86
Participants Small participant base
38th
Percentile by assets National rank
$40,727
Avg per participant Low balance/head
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Official DOL plan name: Sumo Group, Inc. 401(k) Plan · Sponsored by Sumo Group, Inc. · Texas · Professional & Technical Services

$4M in assets, 86 participants

Sumo Group, Inc.'s Sumo Group, Inc. 401(k) Plan reported $4M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,141 in Professional & Technical Services (20,321 peers)

Sumo Group, Inc. multi-year trail

Sumo Group, Inc.'s plans moved +123.2% in assets from 2022 to 2024; this filing shows Sumo Group, Inc. 401(k) Plan at $4M / 86 participants.

#7,141
in Professional & Technical Services (20,321 peers)
+55.8%
assets growth YoY

Sumo Group, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$3,502,497 38th percentile higher than 38% 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

Sumo Group, Inc. 401(k) 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. Sumo Group, Inc. 401(k) Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sumo Group, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sumo Group, Inc. 401(k) Plan reported net income rose from $915K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Sumo Group, Inc. 401(k) Plan reported participants fell from 128 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 274152712 · Sumo Group, Inc. PY 2023 · 401(k)

Sumo Group, Inc. 401(k) Plan · $4M · 86 · 38th

  • ASSETS $4M
  • ASSETS 86
  • ASSETS 38th
  • ASSETS 401(k)
  • ASSETS near Massmutual Puerto Rico Thrift Plan
  • ASSETS ind #7141

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 Texas →

Sumo Group, Inc. 401(k) Plan in the asset neighbourhood

Sumo Group, Inc. 401(k) Plan$4MMassmutual Puerto Rico Thrift PlanMassmutual Puerto Rico Thrif…$4MAllegany Rehabilitation Associates, Inc. 401(k) Retirement PlanAllegany Rehabilitation Asso…$4MElangy Corporation Retirement & Savings PlanElangy Corporation Retiremen…$4M403(b) Thrift Plan for Employees of Worcester Community Action Council, Inc.403(b) Thrift Plan for Emplo…$4M
End-of-year total assets ($M) among Sumo Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sumo Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sumo Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 123.17528591169193% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $2.25M $5.02M ▲ +123.1%
Year Plans Participants Total Assets
2022 1 128 $2M
2023 1 86 $4M
2024 1 89 $5M

Sumo Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN274152712
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Sumo Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sumo Group, Inc. 401(k) Plan, Total assets ($B): 0.003502497 · Participants: 86Sumo Group, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Sumo Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sumo Group, Inc. 401(k) Plan side-by-side with 3 peers →

Sumo Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Massmutual Puerto Rico Thrift Plan in MA ($4M); by covered participants it is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Sumo Group, Inc. 401(k) Plan assets move in 2023? ▼
Sumo Group, Inc. 401(k) Plan surged - up 55.8% during 2023, from $2M to $4M. Reported net income was $1M.
How have Sumo Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sumo Group, Inc.'s sponsor-wide assets grew 123.2%, from $2M to $5M.
Which 401(k) plans are similar in size to Sumo Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Massmutual Puerto Rico Thrift Plan in MA ($4M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Sumo Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Digestive Health Clinic, LLC 401(k) Profit Sharing Plan in ID (86 participants, $14M 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 274152712.

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.