401(k) · DOL Form 5500 · 2024
Sovereign Consulting Inc. 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $179,201
- Avg per participant Above avg balance/head
Official DOL plan name: Sovereign Consulting Inc. 401(k) Plan · Sponsored by Sovereign Consulting Inc. · New Jersey · Professional & Technical Services
$24M in assets, 132 participants
Sovereign Consulting Inc.'s Sovereign Consulting Inc. 401(k) Plan reported $24M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,725 in Professional & Technical Services (20,173 peers)
Coverage in New Jersey
Sovereign Consulting Inc. 401(k) Plan covers 132 participants in New Jersey, about 16% of the average New Jersey filer (state average ~844 per filing). Assets: $24M.
- #14,725
- in Professional & Technical Services (20,173 peers)
- +17.7%
- assets growth YoY
Sovereign Consulting Inc. 401(k) Plan's outsized position by total assets
Sovereign Consulting Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,654,560 Top 27% higher than 73% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sovereign Consulting Inc. 401(k) 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. Sovereign Consulting Inc. 401(k) Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sovereign Consulting Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sovereign Consulting Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Sovereign Consulting Inc. 401(k) Plan reported participants rose from 118 in the plan year 2023 filing to 132 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 223626647 · Sovereign Consulting Inc. PY 2024 · 401(k)
Sovereign Consulting Inc. 401(k) Plan · $24M · 132 · 73rd
- NET $24M
- BOOK 132
- VS-ST 73rd
- BOY 401(k)
- SCH near Lawrence County Family Clinic, PA Profit Sharing Plan and Trust
- EBSA ind #14725
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 New Jersey →
Sovereign Consulting Inc. 401(k) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 223626647 |
| Plan Effective Date | 1999-01-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sovereign Consulting Inc.)
Sponsor-wide plan assets over time
All Sovereign Consulting Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 30.845987176799422% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 116 | $18M |
| 2023 | 1 | 118 | $20M |
| 2024 | 1 | 132 | $24M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
Sovereign Consulting Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Lawrence County Family Clinic, PA Profit Sharing Plan and Trust in AR ($24M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Lawrence County Family Clinic, PA Profit Sharing Plan and Trust (AR) $24M · 41
- Consolidated Personnel Services 401(k) Profit Sharing Plan (AZ) $24M · 2,257
- Energy Developments Employee Retirement Plan (MI) $24M · 135
- American Commercial Bank & Trust, National Association Employees' ESOP & 401(k) Plan (IL) $24M · 147
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Oiwk 401(k) Profit Sharing Plan (KY) 132 · 0 off
- Tbc 401(k) Plan (TX) 132 · 0 off
- Cimco Refrigeration, Inc. 401(k) Plan (AL) 132 · 0 off
- Royce Geospatial Consultants 401(k) (VA) 132 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.