401(k) · DOL Form 5500 · 2024
Sofha Management Services, Inc. 401(k) Plan
Data updated 2026-08-11
- $157M
- Total assets
- 887
- Participants
- 93rd
- Percentile by assets
- $177,244
- Avg per participant
Official DOL plan name: Sofha Management Services, Inc. 401(k) Retirement Plan · Sponsored by Sofha Management Services, Inc. · Tennessee · Healthcare & Social Assistance
$157M in assets, 887 participants
Sofha Management Services, Inc.'s Sofha Management Services, Inc. 401(k) Retirement Plan reported $157M in total assets and 887 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 123,622 plans)
- #15,890 in Healthcare & Social Assistance (16,916 peers)
Where Sofha Management Services, Inc. 401(k) Retirement Plan sits by assets
Sofha Management Services, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $157M for 887 participants (~$177,244/participant), up 9.0% in 2024.
- $157M
- total plan assets (2024 EOY)
- 887
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $177,244
- avg assets per participant
Sofha Management Services, Inc. 401(k) Retirement Plan vs the 2024 asset distribution
By assets, Sofha Management Services, Inc. 401(k) Retirement Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $144M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $13M |
| Employer EIN | 991088595 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sofha Management Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 853 | $7M |
| 2024 | 2 | 1,800 | $158M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Sofha Management Services, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sofha Management Services, Inc. 401(k) Retirement Plan by total assets, not by location.
- Room & Board 401(k) Plan (MN) $157M · 1,092
- Floor and Decor Outlets of America, Inc. 401(k) Retirement Plan (GA) $157M · 9,555
- Yokohama Tire Corporation Salaried Employees' Retirement & Savings Plan (VA) $157M · 1,340
- Urus Group LP 401(k) Retirement Plan (WI) $157M · 1,094
Frequently Asked Questions
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Ways to act on Sofha Management Services, Inc. 401(k) Retirement Plan's numbers.
- By total assets, Sofha Management Services, Inc. 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- Sofha Management Services, Inc.'s sponsor-wide assets have grown 2201.0% since 2023 across 2 plan years on file. More Healthcare & Social Assistance plans