401(k) · DOL Form 5500 · 2024

Sobrato Organization 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
121
Participants Small participant base
73rd
Percentile by assets National rank
$190,946
Avg per participant Above avg balance/head
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Official DOL plan name: The Sobrato Organization 401(k) Savings Plan · Sponsored by Sobrato Organization · California · Construction

$23M in assets, 121 participants

Sobrato Organization's The Sobrato Organization 401(k) Savings Plan reported $23M in total assets and 121 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,484 in Construction (9,039 peers)

Coverage in California

The Sobrato Organization 401(k) Savings Plan covers 121 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $23M.

#6,484
in Construction (9,039 peers)
+22.9%
assets growth YoY

The Sobrato Organization 401(k) Savings Plan's outsized position by total assets

The Sobrato Organization 401(k) Savings Plan vs every filed plan by assets

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

$23,104,487 Top 27% higher than 73% 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

The Sobrato Organization 401(k) Savings 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. The Sobrato Organization 401(k) Savings Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Sobrato Organization 401(k) Savings Plan reported participants rose from 81 in the plan year 2023 filing to 121 in the plan year 2024 filing.
  • The Sobrato Organization 401(k) Savings Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • The Sobrato Organization 401(k) Savings Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770262755 · Sobrato Organization PY 2024 · 401(k)

The Sobrato Organization 401(k) Savings Plan · $23M · 121 · 73rd

  • EOY $23M
  • 5500 121
  • ASSETS 73rd
  • PCT 401(k)
  • EIN near Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan
  • RANK ind #6484

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 Construction retirement plans → · Plans in California →

The Sobrato Organization 401(k) Savings Plan in the asset neighbourhood

Baker Boy, Inc. 401(k) Profit Sharing PlanBaker Boy, Inc. 401(k) Profi…$23MPrime Holdings Insurance Services, Inc. 401(k) Profit Sharing PlanPrime Holdings Insurance Ser…$23MThe Sobrato Organization 401(k) Savings PlanThe Sobrato Organization 401…$23MKay & Associates, Inc. Profit Sharing & Retirement Savings PlanKay & Associates, Inc. Profi…$23MEssa Bank & Trust 401(k) Plan$23M
End-of-year total assets ($M) among The Sobrato Organization 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN770262755
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sobrato Organization)

Sponsor-wide plan assets over time

All Sobrato Organization plans reported in each filing year

Latest sponsor-wide plan assets
$23M 57.41016009932765% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.7M $23.1M ▲ +57.4%
Year Plans Participants Total Assets
2022 1 105 $15M
2023 1 81 $19M
2024 1 121 $23M

Nearby 401(k) Plans in California

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

The Sobrato Organization 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Sobrato Organization 401(k) Savings Plan, Total assets ($B): 0.023104487 · Participants: 121The Sobrato Organization 401(k) Savings 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
The Sobrato Organization 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Sobrato Organization 401(k) Savings Plan side-by-side with 3 peers →

The Sobrato Organization 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan in IL ($23M); by covered participants it is Torrington Savings Bank 401(k) Savings Plan in CT (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 The Sobrato Organization 401(k) Savings Plan assets move in 2024? ▼
The Sobrato Organization 401(k) Savings Plan grew sharply - up 22.9% during 2024, from $19M to $23M. Reported net income was $4M.
How have Sobrato Organization plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sobrato Organization's sponsor-wide assets grew 57.4%, from $15M to $23M.
Which 401(k) plans are similar in size to The Sobrato Organization 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan in IL ($23M, 1,222 participants).
Which 401(k) plans cover a similar participant headcount to The Sobrato Organization 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Torrington Savings Bank 401(k) Savings Plan in CT (121 participants, $27M 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 770262755.

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.