401(k) · DOL Form 5500 · 2024
Sofha Management Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 887
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $177,244
- Avg per participant Above avg balance/head
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.
- #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.
- #15,890
- in Healthcare & Social Assistance (16,916 peers)
- +9.0%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Sofha Management Services, Inc. 401(k) Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Sofha Management Services, Inc. 401(k) Retirement 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. Sofha Management Services, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (887 participants).
EBSA filing schedule strip
Filing strip 991088595 · Sofha Management Services, Inc. PY 2024 · 401(k)
Sofha Management Services, Inc. 401(k) Retirement Plan · $157M · 887 · 93rd
- IND $157M
- EOY 887
- 5500 93rd
- ASSETS 401(k)
- PCT near Room & Board 401(k) Plan
- EIN ind #15890
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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →
Sofha Management Services, Inc. 401(k) Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Sofha Management Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $158M 2200.9568759124086% vs 2023
- 2024 filing year
| 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.
- 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
Sofha Management Services, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Room & Board 401(k) Plan in MN ($157M); by covered participants it is Employees' Thrift Plan of Indianapolis Power & Light Company in OH (887 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (887 participants); asset peers above are excluded.
- Employees' Thrift Plan of Indianapolis Power & Light Company (OH) 887 · 0 off
- Rehabvisions 401(k) Plan (NE) 887 · 0 off
- Ofs Non-Represented 401(k) Plan (GA) 887 · 0 off
- Ach Employment Services 401(k) Plan (TX) 887 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.