401(k) · DOL Form 5500 · 2022

David D. Bohannon Organization 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
70
Participants Small participant base
77th
Percentile by assets National rank
$287,203
Avg per participant High balance/head
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Official DOL plan name: David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust · Sponsored by David D. Bohannon Organization · California · Real Estate

$20M in assets, 70 participants

David D. Bohannon Organization's David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust reported $20M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,533 in Real Estate (5,057 peers)

Where David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust sits by assets

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust sits in the top quartile of all filed plans by assets, $20M for 70 participants (~$287,203/participant), down 14.0% in 2022.

#4,533
in Real Estate (5,057 peers)
-14.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust's outsized position by total assets

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,104,230 Top 23% higher than 77% of 139,123 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 2022

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust is a small filing (70 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 940331090 · David D. Bohannon Organization PY 2022 · 401(k)

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust · $20M · 70 · 77th

  • SCH $20M
  • EBSA 70
  • PART 77th
  • TYPE 401(k)
  • NET near E.L. Robinson Engineering 401(k) Plan
  • BOOK ind #4533

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 Real Estate retirement plans → · Plans in California →

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust in the asset neighbourhood

Hutter Construction Corporation Profit Sharing PlanHutter Construction Corporat…$20MTrillium Flow Technologies 401(k) PlanTrillium Flow Technologies 4…$20MDavid D. Bohannon Organization 401(k) Safe Harbor Plan & TrustDavid D. Bohannon Organizati…$20ME.L. Robinson Engineering 401(k) PlanE.L. Robinson Engineering 40…$20MEdpo, LLC Employees Savings TrustEdpo, LLC Employees Savings …$20M
End-of-year total assets ($M) among David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN940331090
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David D. Bohannon Organization)

Sponsor-wide plan assets over time

All David D. Bohannon Organization plans reported in each filing year

Latest sponsor-wide plan assets
$48M 138.61668912462702% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 20222024 $20.1M $48M ▲ +138.7%
Year Plans Participants Total Assets
2022 1 70 $20M
2024 2 64 $48M

Nearby 401(k) Plans in California

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

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust, Total assets ($B): 0.02010423 · Participants: 70David D. Bohannon Organization 401(k) Safe Harbor Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust side-by-side with 3 peers →

David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is E.L. Robinson Engineering 401(k) Plan in WV ($20M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust assets move in 2022? ▼
David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust pulled back noticeably - down 14.0% during 2022, from $23M to $20M. Reported net income was -$3M.
How have David D. Bohannon Organization plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), David D. Bohannon Organization's sponsor-wide assets grew 138.6%, from $20M to $48M.
Where does David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust rank by assets among Form 5500 filers? ▼
David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is E.L. Robinson Engineering 401(k) Plan in WV ($20M, 234 participants).
Which 401(k) plans cover a similar participant headcount to David D. Bohannon Organization 401(k) Safe Harbor Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants, $89K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940331090.

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.