401(k) · DOL Form 5500 · 2024

Sonalysts, Inc. 401(k) Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
400
Participants Below avg headcount
93rd
Percentile by assets National rank
$364,305
Avg per participant High balance/head
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Official DOL plan name: Sonalysts, Inc. Retirement and Savings Plan · Sponsored by Sonalysts, Inc. · Connecticut · Professional & Technical Services

$146M in assets, 400 participants

Sonalysts, Inc.'s Sonalysts, Inc. Retirement and Savings Plan reported $146M in total assets and 400 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,954 in Professional & Technical Services (20,173 peers)

Where Sonalysts, Inc. Retirement and Savings Plan sits by assets

Sonalysts, Inc. Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $146M for 400 participants (~$364,305/participant), up 9.0% in 2024.

#18,954
in Professional & Technical Services (20,173 peers)
+9.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Sonalysts, Inc. Retirement and Savings Plan's outsized position by total assets

Sonalysts, Inc. Retirement and Savings Plan vs every filed plan by assets

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

$145,722,061 Top 7% higher than 93% 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

Sonalysts, Inc. Retirement and 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. Sonalysts, Inc. Retirement and Savings Plan sits mid-pack in the medium band (400 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sonalysts, Inc. Retirement and Savings Plan reported net income fell from $16M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Sonalysts, Inc. Retirement and Savings Plan end-of-year assets rose from $134M in the plan year 2023 filing to $146M in the plan year 2024 filing.
  • Sonalysts, Inc. Retirement and Savings Plan reported participants fell from 418 in the plan year 2023 filing to 400 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060902362 · Sonalysts, Inc. PY 2024 · 401(k)

Sonalysts, Inc. Retirement and Savings Plan · $146M · 400 · 93rd

  • EOY $146M
  • 5500 400
  • ASSETS 93rd
  • PCT 401(k)
  • EIN near Boise Cascade Company Hourly Savings Plan
  • RANK ind #18954

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 Connecticut →

Sonalysts, Inc. Retirement and Savings Plan in the asset neighbourhood

The Doe Run Resources Corporation 401(k) Retirement PlanThe Doe Run Resources Corpor…$146MDelicato Vineyards Employee Retirement PlanDelicato Vineyards Employee …$146MSonalysts, Inc. Retirement and Savings PlanSonalysts, Inc. Retirement a…$146MBoise Cascade Company Hourly Savings PlanBoise Cascade Company Hourly…$146MRogers Memorial Hospital, Inc. 401(k) PlanRogers Memorial Hospital, In…$146M
End-of-year total assets ($M) among Sonalysts, Inc. Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$146M
Net Income$11M
Employer EIN060902362
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sonalysts, Inc.)

Sponsor-wide plan assets over time

All Sonalysts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$272M 14.953632602864719% vs 2022
2024 filing year
$220M$240M$260M$280M 202220232024 $236M $272M ▲ +15.0%
Year Plans Participants Total Assets
2022 2 820 $236M
2023 2 836 $259M
2024 2 817 $272M

Nearby 401(k) Plans in Connecticut

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

Sonalysts, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sonalysts, Inc. Retirement and Savings Plan, Total assets ($B): 0.145722061 · Participants: 400Sonalysts, Inc. Retirement and Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Sonalysts, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Sonalysts, Inc. Retirement and Savings Plan side-by-side with 3 peers →

Sonalysts, Inc. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Boise Cascade Company Hourly Savings Plan in ID ($146M); by covered participants it is Epsilon, Inc. 401(k) Plan in NC (400 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Sonalysts, Inc. Retirement and Savings Plan assets move in 2024? ▼
Sonalysts, Inc. Retirement and Savings Plan grew at a solid clip - up 9.0% during 2024, from $134M to $146M. Reported net income was $11M.
How have Sonalysts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sonalysts, Inc.'s sponsor-wide assets grew 15.0%, from $236M to $272M.
Where does Sonalysts, Inc. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Sonalysts, Inc. Retirement and Savings Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sonalysts, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boise Cascade Company Hourly Savings Plan in ID ($146M, 2,114 participants).
Which 401(k) plans cover a similar participant headcount to Sonalysts, Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Epsilon, Inc. 401(k) Plan in NC (400 participants, $10M 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 060902362.

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.