401(k) · DOL Form 5500 · 2024

Somatus Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,273
Participants Near avg headcount
70th
Percentile by assets National rank
$15,624
Avg per participant Low balance/head
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Official DOL plan name: Somatus Inc. 401(k) Plan · Sponsored by Somatus Inc. · Virginia · Healthcare & Social Assistance

$20M in assets, 1,273 participants

Somatus Inc.'s Somatus Inc. 401(k) Plan reported $20M in total assets and 1,273 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.

  • #12,629 in Healthcare & Social Assistance (16,916 peers)

Somatus Inc. multi-year trail

Somatus Inc.'s plans moved +114.0% in assets from 2022 to 2024; this filing shows Somatus Inc. 401(k) Plan at $20M / 1,273 participants.

#12,629
in Healthcare & Social Assistance (16,916 peers)
+33.0%
assets growth YoY

Somatus Inc. 401(k) Plan's outsized position by total assets

Somatus Inc. 401(k) Plan vs every filed plan by assets

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

$19,889,012 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

Somatus Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Somatus Inc. 401(k) Plan lands in the large band (1,273 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Somatus Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Somatus Inc. 401(k) Plan reported participants fell from 1,508 in the plan year 2023 filing to 1,273 in the plan year 2024 filing.
  • Somatus Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 820666608 · Somatus Inc. PY 2024 · 401(k)

Somatus Inc. 401(k) Plan · $20M · 1,273 · 70th

  • VS-ST $20M
  • BOY 1,273
  • SCH 70th
  • EBSA 401(k)
  • PART near Heligroup Holdings, Inc. 401(k) Plan
  • TYPE ind #12629

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 Virginia →

Somatus Inc. 401(k) Plan in the asset neighbourhood

Somatus Inc. 401(k) Plan$20MHeligroup Holdings, Inc. 401(k) PlanHeligroup Holdings, Inc. 401…$20MFirst State Bank of the Florida Keys Profit Sharing Retirement PlanFirst State Bank of the Flor…$20MFreedom 401(k) Pooled Employer PlanFreedom 401(k) Pooled Employ…$20MPcia 401(k) Plan$20M
End-of-year total assets ($M) among Somatus Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Somatus Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Somatus Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 114.02908185248843% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $9.29M $19.9M ▲ +114.1%
Year Plans Participants Total Assets
2022 1 1,311 $9M
2023 1 1,508 $15M
2024 1 1,273 $20M

Somatus Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN820666608
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Somatus Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Somatus Inc. 401(k) Plan, Total assets ($B): 0.019889012 · Participants: 1273Somatus Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Somatus Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Somatus Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Heligroup Holdings, Inc. 401(k) Plan in MI ($20M); by covered participants it is The Danella Companies 401(k) Plan in PA (1,273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,273 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 Somatus Inc. 401(k) Plan assets move in 2024? ▼
Somatus Inc. 401(k) Plan surged - up 33.0% during 2024, from $15M to $20M. Reported net income was $5M.
How have Somatus Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Somatus Inc.'s sponsor-wide assets grew 114.0%, from $9M to $20M.
Which 401(k) plans are similar in size to Somatus Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heligroup Holdings, Inc. 401(k) Plan in MI ($20M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Somatus Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Danella Companies 401(k) Plan in PA (1,273 participants, $20M 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 820666608.

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.