401(k) · DOL Form 5500 · 2024

Soaren Management LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
128
Participants Small participant base
43rd
Percentile by assets National rank
$40,720
Avg per participant Low balance/head
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Official DOL plan name: Soaren Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Soaren Management LLC · Arizona · Professional & Technical Services

$5M in assets, 128 participants

Soaren Management LLC's Soaren Management LLC 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,119 in Professional & Technical Services (20,173 peers)

Coverage in Arizona

Soaren Management LLC 401(k) Profit Sharing Plan & Trust covers 128 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#8,119
in Professional & Technical Services (20,173 peers)
+33.3%
assets growth YoY

Soaren Management LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Soaren Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,212,207 43rd percentile higher than 43% 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

Soaren Management LLC 401(k) Profit Sharing Plan & Trust 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. Soaren Management LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Soaren Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Soaren Management LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 120 in the plan year 2023 filing to 128 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 850972337 · Soaren Management LLC PY 2024 · 401(k)

Soaren Management LLC 401(k) Profit Sharing Plan & Trust · $5M · 128 · 43rd

  • EBSA $5M
  • EBSA 128
  • EBSA 43rd
  • EBSA 401(k)
  • EBSA near Wentwood Companies 401(k) Plan
  • EBSA ind #8119

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 Arizona →

Soaren Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Soaren Management LLC 401(k) Profit Sharing Plan & TrustSoaren Management LLC 401(k)…$5MWentwood Companies 401(k) PlanWentwood Companies 401(k) Pl…$5MJnj Express Inc. 401(k) Plan$5MCentury Management Services, Inc. 401(k) Savings PlanCentury Management Services,…$5MInterfaith Ministries for Greater Houston 403(b) PlanInterfaith Ministries for Gr…$5M
End-of-year total assets ($M) among Soaren Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN850972337
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Soaren Management LLC)

Sponsor-wide plan assets over time

All Soaren Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 96.61976070831606% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.65M $5.21M ▲ +96.6%
Year Plans Participants Total Assets
2022 1 131 $3M
2023 1 120 $4M
2024 1 128 $5M

Nearby 401(k) Plans in Arizona

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

Soaren Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Soaren Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005212207 · Participants: 128Soaren Management LLC 401(k) Profit Sharing Plan & TrustBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Soaren Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Soaren Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Soaren Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Wentwood Companies 401(k) Plan in TX ($5M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Soaren Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Soaren Management LLC 401(k) Profit Sharing Plan & Trust surged - up 33.3% during 2024, from $4M to $5M. Reported net income was $1M.
How have Soaren Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Soaren Management LLC's sponsor-wide assets grew 96.6%, from $3M to $5M.
Which 401(k) plans are similar in size to Soaren Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wentwood Companies 401(k) Plan in TX ($5M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Soaren Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kingland Systems, LLC 401(k) Plan in IA (128 participants, $18M 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 850972337.

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.