PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SORENSON ENGINEERING, INC.
Sponsor portfolio

SORENSON ENGINEERING, INC.

EIN 95-2104584-consumer goods-Latest filing 2025
Plans
5
Retirement
4
$17.4M assets
Welfare
1
$4.0M premiums
Participants
1,049
32032 DUNLAP BLVD. - YUCAIPA, CA 92399909-795-2434sorensoneng.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
5 filings
#004401k-$8.2M - 113 part#003401k-$3.4M - 153 part#001ProfitSharing-$3.0M - 150 part#002401k-$2.8M - 134 part#501Fully Insured-$4.0M - 588 lives

Retirement portfolio analytics

4 plans aggregated / $17.4M assets / 550 participants

Assets by plan

Share of aggregate retirement assets

47%top
  • AND MANAGEMENT EMPLOYEES (#004)47%
  • & PLATING EMPLOYEES (#003)20%
  • AND CNC EMPLOYEES (#001)17%
  • AND ADMINISTRATION EMPLOYEES (#002)16%
Total $17.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & PLATING EMPLOYEES (#003)153
  • AND CNC EMPLOYEES (#001)150
  • AND ADMINISTRATION EMPLOYEES (#002)134
  • AND MANAGEMENT EMPLOYEES (#004)113
Total 550Click row to drill in

Benefits portfolio analytics

1 plan / $4.0M premiums / 588 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Dental$199K
  • Life$82K
  • Other$82K
  • Vision$51K
Total $4.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • CALIFORNIA PHYSICIANS SERVICE55%
  • KAISER FOUNDATION HEALTH PLAN INC37%
  • UNITED CONCORDIA INSURANCE COMPANY5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • EYEMED VISION CARE1%
  • +1 more
Total $4.0M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $177K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR ENGINEERING AND MANAGEMENT EMPLOYEES

401k

Assets$8.2M
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR SECONDARY AND CHEMICAL PROCESSING & PLATING EMPLOYEES

401k

Assets$3.4M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR CAM AND CNC EMPLOYEES

ProfitSharing

Assets$3.0M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES

401k

Assets$2.8M
Participants134
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SORENSON ENGINEERING, INC. MEDICAL, DENTAL, LIFE DISABILITY

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$4.0M
Covered lives588
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
004SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR ENGINEERING AND MANAGEMENT EMPLOYEES401k$8.2M1132025
003SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR SECONDARY AND CHEMICAL PROCESSING & PLATING EMPLOYEES401k$3.4M1532025
001SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR CAM AND CNC EMPLOYEESProfitSharing$3.0M1502025
002SORENSON ENGINEERING, INC. PROFIT SHARING AND 401(K) PLAN FOR TECHNICAL SUPPORT AND ADMINISTRATION EMPLOYEES401k$2.8M1342025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SORENSON ENGINEERING, INC. MEDICAL, DENTAL, LIFE DISABILITYFully InsuredCALIFORNIA PHYSICIANS SERVICE$4.0M5882024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica