401(k) · DOL Form 5500 · 2024

Sorenson & Sorenson, M.D.'s, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
19
Participants Small participant base
66th
Percentile by assets National rank
$872,079
Avg per participant High balance/head
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Official DOL plan name: Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan · Sponsored by Sorenson & Sorenson, M.D.'s, Inc. · California · Healthcare & Social Assistance

$17M in assets, 19 participants

Sorenson & Sorenson, M.D.'s, Inc.'s Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan reported $17M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #12,092 in Healthcare & Social Assistance (16,916 peers)

Sorenson & Sorenson, M.D.'s, Inc. multi-year trail

Sorenson & Sorenson, M.D.'s, Inc.'s plans moved +55.8% in assets from 2022 to 2024; this filing shows Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan at $17M / 19 participants.

#12,092
in Healthcare & Social Assistance (16,916 peers)
+20.5%
assets growth YoY

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$16,569,501 Top 34% higher than 66% 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

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan reported participants rose from 18 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941717034 · Sorenson & Sorenson, M.D.'s, Inc. PY 2024 · 401(k)

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan · $17M · 19 · 66th

  • BOY $17M
  • BOY 19
  • BOY 66th
  • BOY 401(k)
  • BOY near Meow Wolf 401(k) Plan
  • BOY ind #12092

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 California →

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) PlanSorenson & Sorenson, M.D.'s,…$17MMeow Wolf 401(k) Plan$17MWirtz Holding Company, Inc Profit Sharing Retirement&401(k) PlanWirtz Holding Company, Inc P…$17MJd Bank 401(k) Plan$17MBandit Industries, Inc. 401(k) Retirement PlanBandit Industries, Inc. 401(…$17M
End-of-year total assets ($M) among Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sorenson & Sorenson, M.D.'s, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sorenson & Sorenson, M.D.'s, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 55.84401622782919% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.6M $16.6M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 15 $11M
2023 1 18 $14M
2024 1 19 $17M

Sorenson & Sorenson, M.D.'s, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN941717034
Plan Effective Date1989-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.016569501 · Participants: 19Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Meow Wolf 401(k) Plan in NM ($17M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan grew sharply - up 20.5% during 2024, from $14M to $17M. Reported net income was $3M.
How have Sorenson & Sorenson, M.D.'s, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sorenson & Sorenson, M.D.'s, Inc.'s sponsor-wide assets grew 55.8%, from $11M to $17M.
Which 401(k) plans are similar in size to Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meow Wolf 401(k) Plan in NM ($17M, 1,053 participants).
Which 401(k) plans cover a similar participant headcount to Sorenson & Sorenson, M.D.'s, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 941717034.

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.