401(k) · DOL Form 5500 · 2024
Sonatype, Inc. 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 296
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $87,516
- Avg per participant Below avg balance/head
Official DOL plan name: Sonatype Retirement Trust · Sponsored by Sonatype, Inc. · Maryland · Professional & Technical Services
$26M in assets, 296 participants
Sonatype, Inc.'s Sonatype Retirement Trust reported $26M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #15,097 in Professional & Technical Services (20,173 peers)
Coverage in Maryland
Sonatype Retirement Trust covers 296 participants in Maryland, about 32% of the average Maryland filer (state average ~929 per filing). Assets: $26M.
- #15,097
- in Professional & Technical Services (20,173 peers)
- +18.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Sonatype Retirement Trust's outsized position by total assets
Sonatype Retirement Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,904,765 Top 25% higher than 75% 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
Sonatype Retirement 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. Sonatype Retirement Trust sits mid-pack in the medium band (296 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sonatype Retirement Trust reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Sonatype Retirement Trust reported participants fell from 368 in the plan year 2023 filing to 296 in the plan year 2024 filing.
- Sonatype Retirement Trust end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
DOL schedule card
Filing strip 260641472 · Sonatype, Inc. PY 2024 · 401(k)
Sonatype Retirement Trust · $26M · 296 · 75th
- TYPE $26M
- TYPE 296
- TYPE 75th
- TYPE 401(k)
- TYPE near K2 Services LLC 401(k) Plan
- TYPE ind #15097
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 Maryland →
Sonatype Retirement Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $4M |
| Employer EIN | 260641472 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sonatype, Inc.)
Sponsor-wide plan assets over time
All Sonatype, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 60.60114163307889% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 267 | $16M |
| 2023 | 1 | 368 | $22M |
| 2024 | 1 | 296 | $26M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Sonatype Retirement Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is K2 Services LLC 401(k) Plan in IL ($26M); by covered participants it is Bonhams & Butterfields 401(k) Plan in NY (296 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- K2 Services LLC 401(k) Plan (IL) $26M · 439
- Interstate-Mcbee Retirement Plan (OH) $26M · 282
- Velocity Global 401(k) Retirement Plan (CO) $26M · 430
- Considine & Considine 401(k) Profit Sharing Plan and Trust (CA) $26M · 76
Similar participant headcount
Nearest other-state filings by covered participants (296 participants); asset peers above are excluded.
- Bonhams & Butterfields 401(k) Plan (NY) 296 · 0 off
- Outdoor Network 401(k) Plan (FL) 296 · 0 off
- Harbin Lumber Co., Inc. 401(k) Profit Sharing Plan (GA) 296 · 0 off
- Omega Morgan Holdings Inc. 401(k) Savings Plan (OR) 296 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.