401(k) · DOL Form 5500 · 2024
Sonoran Schools 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 349
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $18,584
- Avg per participant Low balance/head
Official DOL plan name: Sonoran Schools 401(k) Profit Sharing Plan and Trust · Sponsored by Sonoran Schools · Arizona · Other Services
$6M in assets, 349 participants
Sonoran Schools's Sonoran Schools 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 349 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #5,239 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Sonoran Schools 401(k) Profit Sharing Plan and Trust ranks #5,239 of 7,719 2024 filers by assets (309% of the sector average)-$6M for 349 participants.
- #5,239
- in Other Services (7,719 peers)
- +15.3%
- assets growth YoY
Sonoran Schools 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Other Services and all filers
Sonoran Schools 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,485,979 47th percentile higher than 47% 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
Sonoran Schools 401(k) Profit Sharing Plan and 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. Sonoran Schools 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (349 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sonoran Schools 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $862K in the plan year 2024 filing.
- Sonoran Schools 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Sonoran Schools 401(k) Profit Sharing Plan and Trust reported participants rose from 318 in the plan year 2023 filing to 349 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 452210319 · Sonoran Schools PY 2024 · 401(k)
Sonoran Schools 401(k) Profit Sharing Plan and Trust · $6M · 349 · 47th
- IND $6M
- IND 349
- IND 47th
- IND 401(k)
- IND near Harlan 401(k) Plan
- IND ind #5239
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 Other Services retirement plans → · Plans in Arizona →
Sonoran Schools 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $862K |
| Employer EIN | 452210319 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sonoran Schools)
Sponsor-wide plan assets over time
All Sonoran Schools plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 63.16612231662431% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 302 | $4M |
| 2023 | 1 | 318 | $6M |
| 2024 | 1 | 349 | $6M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Sonoran Schools 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Harlan 401(k) Plan in OH ($6M); by covered participants it is Next 15 Communications Retirement Plan in CA (349 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Harlan 401(k) Plan (OH) $6M · 33
- Odgers Berndtson LLC 401(k) Plan (DC) $6M · 36
- Steven-Robert Originals, LLC 401(k) Plan (CO) $6M · 1,542
- Centurion Cares Inc. 401(k) Savings Plan (FL) $6M · 30
Similar participant headcount
Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.
- Next 15 Communications Retirement Plan (CA) 349 · 0 off
- Comprehensive Energy Services 401(k) Plan (FL) 349 · 0 off
- Thrive Mortgage 401(k) Plan (TX) 349 · 0 off
- Investment Corporation of Palm Beach 401(k) Plan (FL) 349 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.