401(k) · DOL Form 5500 · 2024

Sonalysts, Inc. 401(k) Plan

Data updated 2026-08-11

$146M
Total assets
400
Participants
93rd
Percentile by assets
$364,305
Avg per participant
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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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$146M
total plan assets (2024 EOY)
400
covered participants
93rd
percentile by assets (of 123,622 plans)
$364,305
avg assets per participant

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 →

Sonalysts, Inc. Retirement and Savings Plan vs the 2024 asset distribution

By assets, Sonalysts, Inc. Retirement and Savings Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

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.)

$220M$240M$260M$280M 202220232024 $236M $272M ▲ +15.0%
Total plan assets by year, all Sonalysts, Inc. plans on file
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

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. Reti…Rtx Savings PlanCiti Retirement Savi…The Hartford Investm…Eversource 401(k) PlanXerox Corporation Sa…
Sonalysts, Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sonalysts, Inc. Retirement and Savings Plan by total assets, not by location.

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).

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