How big is Somer, Inc.'s plan?

Somer, Inc.'s plan reported $2.7M in assets and 21 participants for 2025.

Original filing (PDF)20260429112345NAL0005882195001

Somer, Inc.

Name: Somer, Inc. — Somer, Inc. Profit Sharing Plan, Form 5500 (2025)
Creator: Somer, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Somer, Inc. Profit Sharing Plan

401(k) retirement plan · Somer, Inc.'s Somer, Inc. Profit Sharing Plan held $2.7M in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Somer, Inc.'s EIN is 35-1531562.

EIN 35-1531562

Plan number 001

Plan year 2025

ACK ID 20260429112345NAL0005882195001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Somer, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Somer, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOMER, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SOMER, INC.

EIN

all filings

Address

11707 N. MICHIGAN ROAD · ZIONSVILLE, IN · 460779325

Phone

(317) 873-1111

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-04-01

Tax period

2026-03-31

Filed

2026-04-29

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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