401(k) · DOL Form 5500 · 2024

Soci Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 386
Participants Below avg headcount: 63rd
Percentile by assets National rank: $36,943
Avg per participant Low balance/head

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Official DOL plan name: Soci 401(k) Plan · Sponsored by Soci Inc. · California · Professional & Technical Services

$14M in assets, 386 participants

Soci Inc.'s Soci 401(k) Plan reported $14M in total assets and 386 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

#12,585 in Professional & Technical Services (20,173 peers)

Soci Inc. multi-year trail

Soci Inc.'s plans moved +112.3% in assets from 2022 to 2024; this filing shows Soci 401(k) Plan at $14M / 386 participants.

#12,585
in Professional & Technical Services (20,173 peers): +19.5%
assets growth YoY

Soci 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Soci 401(k) Plan vs every filed plan by assets

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

$14,260,042 Top 37% higher than 63% 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

Soci 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. Soci 401(k) Plan sits mid-pack in the medium band (386 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Soci 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Soci 401(k) Plan reported participants fell from 486 in the plan year 2023 filing to 386 in the plan year 2024 filing.
Soci 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 455383269 · Soci Inc. PY 2024 · 401(k)

Soci 401(k) Plan · $14M · 386 · 63rd

NET $14M
BOOK 386
VS-ST 63rd
BOY 401(k)
SCH near Built Technologies 401(k) Plan
EBSA ind #12585

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 California →

End-of-year total assets ($M) among Soci 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Soci Inc. multi-year asset trail

Latest sponsor-wide plan assets: $14M 112.29594861321728% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	334	$7M
2023	1	486	$12M
2024	1	386	$14M

Soci Inc. filing trail (2024)

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	455383269
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Soci 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Soci 401(k) Plan side-by-side with 3 peers →

Soci 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Built Technologies 401(k) Plan in TN ($14M); by covered participants it is Village Discount 401(k) Plan in IL (386 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Built Technologies 401(k) Plan (TN) $14M · 323
Caribou Medical Center Employee Retirement Plan (ID) $14M · 194
Kansas City Physician Partners, Inc. 401(k) Plan (MO) $14M · 88
Inova Federal Credit Union 401(k) Plan (IN) $14M · 130

Similar participant headcount

Nearest other-state filings by covered participants (386 participants); asset peers above are excluded.

Village Discount 401(k) Plan (IL) 386 · 0 off
Accesso 401(k) Retirement Plan (FL) 386 · 0 off
Center for School Crisis Intervention and Assessment, Inc. 401(k) Retirement Plan (MA) 386 · 0 off
Hunt Electric Corporation and Ecsi 401(k) Profit Sharing Plan (MN) 386 · 0 off

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 Soci 401(k) Plan assets move in 2024? ▼

Soci 401(k) Plan grew sharply - up 19.5% during 2024, from $12M to $14M. Reported net income was $2M.

How have Soci Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Soci Inc.'s sponsor-wide assets grew 112.3%, from $7M to $14M.

Which 401(k) plans are similar in size to Soci 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Built Technologies 401(k) Plan in TN ($14M, 323 participants).

Which 401(k) plans cover a similar participant headcount to Soci 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Village Discount 401(k) Plan in IL (386 participants, N/A 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 455383269.