401(k) · DOL Form 5500 · 2024

Sobo & Sobo LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
166
Participants Small participant base
42nd
Percentile by assets National rank
$30,555
Avg per participant Low balance/head
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Official DOL plan name: Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust · Sponsored by Sobo & Sobo LLP · New York · Professional & Technical Services

$5M in assets, 166 participants

Sobo & Sobo LLP's Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,026 in Professional & Technical Services (20,173 peers)

Coverage in New York

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust covers 166 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $5M.

#8,026
in Professional & Technical Services (20,173 peers)
+28.9%
assets growth YoY

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,072,063 42nd percentile higher than 42% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Sobo & Sobo LLP 401(k) Profit Sharing Plan & 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. Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust reported participants rose from 131 in the plan year 2023 filing to 166 in the plan year 2024 filing.
  • Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust reported net income rose from $909K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 550797497 · Sobo & Sobo LLP PY 2024 · 401(k)

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust · $5M · 166 · 42nd

  • VS-ST $5M
  • BOY 166
  • SCH 42nd
  • EBSA 401(k)
  • PART near Acura of Fremont Retirement Plan
  • TYPE ind #8026

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 New York →

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Sobo & Sobo LLP 401(k) Profit Sharing Plan & TrustSobo & Sobo LLP 401(k) Profi…$5MAcura of Fremont Retirement PlanAcura of Fremont Retirement …$5MCell Staff LLC 401(k) Profit Sharing Plan & TrustCell Staff LLC 401(k) Profit…$5MAim International, Inc. 401(k) Profit Sharing PlanAim International, Inc. 401(…$5MChild Start, Inc. 403(b) Retirement Plan and TrustChild Start, Inc. 403(b) Ret…$5M
End-of-year total assets ($M) among Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN550797497
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sobo & Sobo LLP)

Sponsor-wide plan assets over time

All Sobo & Sobo LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 67.72317950522276% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.02M $5.07M ▲ +67.9%
Year Plans Participants Total Assets
2022 1 118 $3M
2023 1 131 $4M
2024 1 166 $5M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005072063 · Participants: 166Sobo & Sobo LLP 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Acura of Fremont Retirement Plan in CA ($5M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust grew sharply - up 28.9% during 2024, from $4M to $5M. Reported net income was $1M.
How have Sobo & Sobo LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sobo & Sobo LLP's sponsor-wide assets grew 67.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Acura of Fremont Retirement Plan in CA ($5M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Sobo & Sobo LLP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M in assets).

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 550797497.

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.