401(k) · DOL Form 5500 · 2024

Soona Co. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 110
Participants Small participant base: 39th
Percentile by assets National rank: $38,094
Avg per participant Low balance/head

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Official DOL plan name: Soona Co 401(k) Plan · Sponsored by Soona Co. · Colorado · Professional & Technical Services

$4M in assets, 110 participants

Soona Co.'s Soona Co 401(k) Plan reported $4M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

#7,310 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Soona Co 401(k) Plan covers 110 participants in Colorado, about 29% of the average Colorado filer (state average ~376 per filing). Assets: $4M.

#7,310
in Professional & Technical Services (20,173 peers): +39.2%
assets growth YoY

Soona Co 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Soona Co 401(k) Plan vs every filed plan by assets

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

$4,190,309 39th percentile higher than 39% 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

Soona Co 401(k) 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. Soona Co 401(k) Plan sits mid-pack in the medium band (110 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Soona Co 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Soona Co 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Soona Co 401(k) Plan reported participants rose from 101 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 832827169 · Soona Co. PY 2024 · 401(k)

Soona Co 401(k) Plan · $4M · 110 · 39th

5500 $4M
5500 110
5500 39th
5500 401(k)
5500 near Tungsten Creative Group 401(k) Plan
5500 ind #7310

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 Colorado →

End-of-year total assets ($M) among Soona Co 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	832827169
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Soona Co.)

Latest sponsor-wide plan assets: $4M 39.15208500203898% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	101	$3M
2024	1	110	$4M

Nearby 401(k) Plans in Colorado

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

Soona Co 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.8B · 57,900
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.3B · 9,935
Arcadis U.S., Inc. Retirement Savings Plan $2.3B · 7,607
Empower Retirement, LLC 401(k) Savings Plan $2.2B · 10,185
Woodward Retirement Savings Plan $2.0B · 6,210

Compare Soona Co 401(k) Plan side-by-side with 3 peers →

Soona Co 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Tungsten Creative Group 401(k) Plan in PA ($4M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Tungsten Creative Group 401(k) Plan (PA) $4M · 13
New Britain Transportation Company 401(k) Profit Sharing Pl (CT) $4M · 267
T.I.B.a. LLC 401(k) Plan (OH) $4M · 86
Haskell Bancshares Inc. ESOP W/401(k) Provisions (TX) $4M · 18

Similar participant headcount

Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.

Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust (FL) 110 · 0 off
Excel Machinery, Ltd. 401(k) Profit Sharing Plan (TX) 110 · 0 off
Building Systems Incorporated 401(k) Retirement Plan (PA) 110 · 0 off
Employees' 401(k) Plan of Tayco Engineering, Inc. (CA) 110 · 0 off

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 Soona Co 401(k) Plan assets move in 2024? ▼

Soona Co 401(k) Plan surged - up 39.2% during 2024, from $3M to $4M. Reported net income was $1M.

How have Soona Co. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Soona Co.'s sponsor-wide assets grew 39.2%, from $3M to $4M.

Which 401(k) plans are similar in size to Soona Co 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Tungsten Creative Group 401(k) Plan in PA ($4M, 13 participants).

Which 401(k) plans cover a similar participant headcount to Soona Co 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants, N/A 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 832827169.