Assets by plan
Share of aggregate retirement assets
Filings through .
Sorenson Engineering, Inc.
EIN 95-2104584consumer goodsLatest filing 2025
Plans
5
Retirement
4
$17.4M assets
Health & Benefits
1
$4.7M premiums
Participants
955
32032 DUNLAP BLVD. - YUCAIPA, CA 92399909-795-2434sorensoneng.comLinkedIn501-1000 employeesconsumer goods
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
4 plans aggregated / $17.4M assets / 550 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.7M premiums / 651 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.2M
- Prescription drug$4.2M
- Dental$232K
- Life$160K
- Long-term disability$160K
- Other$160K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR ENGINEERING AND MANAGEMENT EMPLOYEES
401(k)
Assets$8.2M
Participants113
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR SECONDARY AND CHEMICAL PROCESSING & PLATING EMPLOYEES
401(k)
Assets$3.4M
Participants153
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR CAM AND CNC EMPLOYEES
Profit-sharing
Assets$3.0M
Participants150
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES
401(k)
Assets$2.8M
Participants134
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SORENSON ENGINEERING, INC. MEDICAL, DENTAL, LIFE DISABILITY
Fully insured - CALIFORNIA PHYSICIANS SERVICE
Premiums$4.7M
Covered lives651
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR ENGINEERING AND MANAGEMENT EMPLOYEES | 401(k) | $8.2M | 113 | 2025 |
| #003 | SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR SECONDARY AND CHEMICAL PROCESSING & PLATING EMPLOYEES | 401(k) | $3.4M | 153 | 2025 |
| #001 | SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR CAM AND CNC EMPLOYEES | Profit-sharing | $3.0M | 150 | 2025 |
| #002 | SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES | 401(k) | $2.8M | 134 | 2025 |
- SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR ENGINEERING AND MANAGEMENT EMPLOYEES$8.2M#004 · 401(k) · 2025113
- #003 · 401(k) · 2025153
- #001 · Profit-sharing · 2025150
- #002 · 401(k) · 2025134
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SORENSON ENGINEERING, INC. MEDICAL, DENTAL, LIFE DISABILITY | Fully insured | CALIFORNIA PHYSICIANS SERVICE | $4.7M | 651 | 2025 |
- #501 · Fully insured · CALIFORNIA PHYSICIANS SERVICE · 2025651
Retirement plans
Health & Benefits plans