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
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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

Where Sofha Management Services, Inc. 401(k) Retirement Plan sits by total assets

Sofha Management Services, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$157,215,546 Top 7% higher than 93% of 123,620 filed plans

This plan $0 $2,010,000,000 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

State
Tennessee
Industry
Healthcare & Social Assistance

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 EIN991088595
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sofha Management Services, Inc.)

$-50M$0M$50M$100M$150M$200M 20232024 $6.85M $158M ▲ +2201.0%
Total plan assets by year, all Sofha Management Services, Inc. plans on file
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

Sofha Management Services, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Sofha Management Ser…Fedex Corporation Re…Hca 401(k) PlanFederal Express Corp…International Paper …Chs/Community Health…
Sofha Management Services, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Sofha Management Services, Inc. 401(k) R… side-by-side with 3 peers →

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.

Frequently Asked Questions

How did Sofha Management Services, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Sofha Management Services, Inc. 401(k) Retirement Plan grew at a solid clip - up 9.0% during 2024, from $144M to $157M. Reported net income was $13M.
How have Sofha Management Services, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sofha Management Services, Inc.'s sponsor-wide assets grew 2201.0%, from $7M to $158M.
Where does Sofha Management Services, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Sofha Management Services, Inc. 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sofha Management Services, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Room & Board 401(k) Plan in MN ($157M, 1,092 participants).

Next read for Sofha Management Services, Inc. 401(k) R…

Scale reading

Ways to act on Sofha Management Services, Inc. 401(k) Retirement Plan's numbers.

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 991088595.

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.