401(k) · DOL Form 5500 · 2024

Sonata Software North America, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
208
Participants Below avg headcount
68th
Percentile by assets National rank
$84,627
Avg per participant Below avg balance/head
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Official DOL plan name: Sonata Software North America, Inc. Retirement Trust · Sponsored by Sonata Software North America, Inc. · New Jersey · Professional & Technical Services

$18M in assets, 208 participants

Sonata Software North America, Inc.'s Sonata Software North America, Inc. Retirement Trust reported $18M in total assets and 208 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,506 in Professional & Technical Services (20,173 peers)

Coverage in New Jersey

Sonata Software North America, Inc. Retirement Trust covers 208 participants in New Jersey, about 25% of the average New Jersey filer (state average ~844 per filing). Assets: $18M.

#13,506
in Professional & Technical Services (20,173 peers)
+65.4%
assets growth YoY

Sonata Software North America, Inc. Retirement Trust's outsized position by total assets

Sonata Software North America, Inc. Retirement Trust vs every filed plan by assets

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

$17,602,501 Top 32% higher than 68% 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

Sonata Software North America, Inc. Retirement Trust 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. Sonata Software North America, Inc. Retirement Trust sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sonata Software North America, Inc. Retirement Trust reported participants rose from 83 in the plan year 2023 filing to 208 in the plan year 2024 filing.
  • Sonata Software North America, Inc. Retirement Trust end-of-year assets rose from $11M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Sonata Software North America, Inc. Retirement Trust reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680281955 · Sonata Software North America, Inc. PY 2024 · 401(k)

Sonata Software North America, Inc. Retirement Trust · $18M · 208 · 68th

  • TYPE $18M
  • NET 208
  • BOOK 68th
  • VS-ST 401(k)
  • BOY near Team Cymru, Inc. 401(k) P/S Plan
  • SCH ind #13506

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 Jersey →

Sonata Software North America, Inc. Retirement Trust in the asset neighbourhood

Sonata Software North America, Inc. Retirement TrustSonata Software North Americ…$18MTeam Cymru, Inc. 401(k) P/S PlanTeam Cymru, Inc. 401(k) P/S …$18MSafco Dental Supply LLC 401(k) PlanSafco Dental Supply LLC 401(…$18MHaddox Reid Eubank Betts PLLC 401(k) & PspHaddox Reid Eubank Betts PLL…$18MPrisma Graphic Corporation Retirement Savings PlanPrisma Graphic Corporation R…$18M
End-of-year total assets ($M) among Sonata Software North America, Inc. Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN680281955
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonata Software North America, Inc.)

Sponsor-wide plan assets over time

All Sonata Software North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 172.61303509161826% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.46M $17.6M ▲ +172.4%
Year Plans Participants Total Assets
2022 1 85 $6M
2023 1 83 $11M
2024 1 208 $18M

Nearby 401(k) Plans in New Jersey

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

Sonata Software North America, Inc. Retirement Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sonata Software North America, Inc. Retirement Trust, Total assets ($B): 0.017602501 · Participants: 208Sonata Software North America, Inc. Retirement TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Sonata Software North America, Inc. Retirement Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Sonata Software North America, Inc. Retirement Trust side-by-side with 3 peers →

Sonata Software North America, Inc. Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Team Cymru, Inc. 401(k) P/S Plan in FL ($18M); by covered participants it is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (208 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 Sonata Software North America, Inc. Retirement Trust assets move in 2024? ▼
Sonata Software North America, Inc. Retirement Trust surged - up 65.4% during 2024, from $11M to $18M. Reported net income was $4M.
How have Sonata Software North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonata Software North America, Inc.'s sponsor-wide assets grew 172.6%, from $6M to $18M.
Which 401(k) plans are similar in size to Sonata Software North America, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Team Cymru, Inc. 401(k) P/S Plan in FL ($18M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Sonata Software North America, Inc. Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Stream Payroll Corp. 401(k) Plan in NY (208 participants, $24M 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 680281955.

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.