401(k) · DOL Form 5500 · 2024

Sonida Senior Living, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
3,292
Participants Above avg headcount
70th
Percentile by assets National rank
$6,135
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sonida Senior Living 401(k) Plan · Sponsored by Sonida Senior Living, Inc. · Texas · Healthcare & Social Assistance

$20M in assets, 3,292 participants

Sonida Senior Living, Inc.'s Sonida Senior Living 401(k) Plan reported $20M in total assets and 3,292 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.

  • #12,660 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Sonida Senior Living 401(k) Plan covers 3,292 participants in Texas, 4.8x the typical Texas plan (state average ~688 per filing). Assets: $20M.

#12,660
in Healthcare & Social Assistance (16,916 peers)
+16.4%
assets growth YoY

Sonida Senior Living 401(k) Plan's outsized position by total assets

Sonida Senior Living 401(k) Plan vs every filed plan by assets

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

$20,194,821 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

Sonida Senior Living 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. Sonida Senior Living 401(k) Plan lands in the large band (3,292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sonida Senior Living 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Sonida Senior Living 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Sonida Senior Living 401(k) Plan reported participants rose from 3,250 in the plan year 2023 filing to 3,292 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 752678809 · Sonida Senior Living, Inc. PY 2024 · 401(k)

Sonida Senior Living 401(k) Plan · $20M · 3,292 · 70th

  • IND $20M
  • IND 3,292
  • IND 70th
  • IND 401(k)
  • IND near Ironpeak Inc. 401(k) Profit Sharing Plan & Trust
  • IND ind #12660

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 Texas →

Sonida Senior Living 401(k) Plan in the asset neighbourhood

Ironpeak Inc. 401(k) Profit Sharing Plan & TrustIronpeak Inc. 401(k) Profit …$20MCny Fertility, PLLC 401(k) Profit Sharing Plan and TrustCny Fertility, PLLC 401(k) P…$20MSonida Senior Living 401(k) PlanSonida Senior Living 401(k) …$20MIn-Situ, Inc. 401(k) Profit Sharing PlanIn-Situ, Inc. 401(k) Profit …$20MPelli Clarke & Partners Section 401(k) PlanPelli Clarke & Partners Sect…$20M
End-of-year total assets ($M) among Sonida Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN752678809
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonida Senior Living, Inc.)

Sponsor-wide plan assets over time

All Sonida Senior Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 29.708650400841496% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.6M $20.2M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 3,486 $16M
2023 1 3,250 $17M
2024 1 3,292 $20M

Nearby 401(k) Plans in Texas

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

Sonida Senior Living 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Sonida Senior Living 401(k) Plan, Total assets ($B): 0.020194821 · Participants: 3292Sonida Senior Living 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Sonida Senior Living 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Sonida Senior Living 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Ironpeak Inc. 401(k) Profit Sharing Plan & Trust in NY ($20M); by covered participants it is Nordson Employees' Savings Trust Plan in OH (3,291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,292 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 Sonida Senior Living 401(k) Plan assets move in 2024? ▼
Sonida Senior Living 401(k) Plan grew sharply - up 16.4% during 2024, from $17M to $20M. Reported net income was $3M.
How have Sonida Senior Living, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonida Senior Living, Inc.'s sponsor-wide assets grew 29.7%, from $16M to $20M.
Which 401(k) plans are similar in size to Sonida Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ironpeak Inc. 401(k) Profit Sharing Plan & Trust in NY ($20M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Sonida Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nordson Employees' Savings Trust Plan in OH (3,291 participants, $733M 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 752678809.

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.