401(k) · DOL Form 5500 · 2024

Softheon, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
239
Participants Below avg headcount
70th
Percentile by assets National rank
$83,995
Avg per participant Below avg balance/head
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Official DOL plan name: Softheon 401(k) Plan · Sponsored by Softheon, Inc. · New York · Professional & Technical Services

$20M in assets, 239 participants

Softheon, Inc.'s Softheon 401(k) Plan reported $20M in total assets and 239 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,043 in Professional & Technical Services (20,173 peers)

Coverage in New York

Softheon 401(k) Plan covers 239 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $20M.

#14,043
in Professional & Technical Services (20,173 peers)
+41.6%
assets growth YoY

Softheon 401(k) Plan's outsized position by total assets

Softheon 401(k) Plan vs every filed plan by assets

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

$20,074,891 Top 30% higher than 70% 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

Softheon 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. Softheon 401(k) Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Softheon 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Softheon 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Softheon 401(k) Plan reported participants rose from 206 in the plan year 2023 filing to 239 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 113580784 · Softheon, Inc. PY 2024 · 401(k)

Softheon 401(k) Plan · $20M · 239 · 70th

  • BOOK $20M
  • BOOK 239
  • BOOK 70th
  • BOOK 401(k)
  • BOOK near Blue Vista Capital Management 401(k) Plan
  • BOOK ind #14043

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 →

Softheon 401(k) Plan in the asset neighbourhood

Austin Ear, Nose & Throat Clinic 401(k) Profit Sharing PlanAustin Ear, Nose & Throat Cl…$20MSoftheon 401(k) Plan$20MBlue Vista Capital Management 401(k) PlanBlue Vista Capital Managemen…$20MFemg Holdings, LLC 401(k) PlanFemg Holdings, LLC 401(k) Pl…$20MOrange County Urology Associates 401(k) Profit Sharing PlanOrange County Urology Associ…$20M
End-of-year total assets ($M) among Softheon 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$20M
Net Income$6M
Employer EIN113580784
Plan Effective Date2005-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Softheon, Inc.)

Sponsor-wide plan assets over time

All Softheon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 119.72583976771432% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.14M $20.1M ▲ +119.6%
Year Plans Participants Total Assets
2022 1 266 $9M
2023 1 206 $14M
2024 1 239 $20M

Nearby 401(k) Plans in New York

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

Softheon 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Softheon 401(k) Plan, Total assets ($B): 0.020074891 · Participants: 239Softheon 401(k) PlanIBM 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
Softheon 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Softheon 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Blue Vista Capital Management 401(k) Plan in IL ($20M); by covered participants it is Timber Automation, LLC 401(k) Plan in AR (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Softheon 401(k) Plan assets move in 2024? ▼
Softheon 401(k) Plan surged - up 41.6% during 2024, from $14M to $20M. Reported net income was $6M.
How have Softheon, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Softheon, Inc.'s sponsor-wide assets grew 119.7%, from $9M to $20M.
Which 401(k) plans are similar in size to Softheon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Vista Capital Management 401(k) Plan in IL ($20M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Softheon 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timber Automation, LLC 401(k) Plan in AR (239 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 113580784.

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.