401(k) · DOL Form 5500 · 2022

Dana & Fullam 401(k) Plan

Data updated 2026-08-25

$562K
Total assets Small plan by assets
6
Participants Small participant base
19th
Percentile by assets National rank
$93,623
Avg per participant Below avg balance/head
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Official DOL plan name: Dana & Fullam 401(k) Plan · Sponsored by Dana & Fullam · California · Professional & Technical Services

$562K in assets, 6 participants

Dana & Fullam's Dana & Fullam 401(k) Plan reported $562K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #3,361 in Professional & Technical Services (21,562 peers)

Dana & Fullam multi-year trail

Dana & Fullam's plans moved +32.2% in assets from 2022 to 2024; this filing shows Dana & Fullam 401(k) Plan at $562K / 6 participants.

#3,361
in Professional & Technical Services (21,562 peers)
+46.7%
assets growth YoY

Dana & Fullam 401(k) Plan among the smaller filed plans by assets

Dana & Fullam 401(k) Plan vs every filed plan by assets

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

$561,739 19th percentile higher than 19% 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

Dana & Fullam 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dana & Fullam 401(k) Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 831527966 · Dana & Fullam PY 2022 · 401(k)

Dana & Fullam 401(k) Plan · $562K · 6 · 19th

  • RANK $562K
  • PHOTO 6
  • IND 19th
  • EOY 401(k)
  • 5500 near Tp and Associates Agency Retirement Plan
  • ASSETS ind #3361

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 Professional & Technical Services retirement plans → · Plans in California →

Dana & Fullam 401(k) Plan in the asset neighbourhood

Dana & Fullam 401(k) Plan$562KTp and Associates Agency Retirement PlanTp and Associates Agency Ret…$562KA Pocono Country Place Propert 401(k) Profit Sharing Plan & TrustA Pocono Country Place Prope…$562KSolusoft, Inc. 401(k) Profit Sharing PlanSolusoft, Inc. 401(k) Profit…$562KAction Logistics 401(k) Plan$562K
End-of-year total assets ($M) among Dana & Fullam 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dana & Fullam multi-year asset trail

Sponsor-wide plan assets over time

All Dana & Fullam plans reported in each filing year

Latest sponsor-wide plan assets
$743K 32.23080469755527% vs 2022
2024 filing year
$0.5M$0.6M$0.7M$0.8M 202220232024 $0.56M $0.74M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 6 $562K
2023 1 7 $640K
2024 1 7 $743K

Dana & Fullam filing trail (2022)

Total Assets (Beginning of Year)$383K
Net Assets (End of Year)$562K
Net Income$179K
Employer EIN831527966
Plan Effective Date2018-08-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Dana & Fullam 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Dana & Fullam 401(k) Plan, Total assets ($B): 0.000561739 · Participants: 6Dana & Fullam 401(k) PlanWells 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
Dana & Fullam 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Dana & Fullam 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tp and Associates Agency Retirement Plan in OH ($562K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Dana & Fullam 401(k) Plan assets move in 2022?
Dana & Fullam 401(k) Plan surged - up 46.7% during 2022, from $383K to $562K. Reported net income was $179K.
How have Dana & Fullam plan assets changed over time?
Across 3 plan years on file (2022-2024), Dana & Fullam's sponsor-wide assets grew 32.2%, from $562K to $743K.
Where does Dana & Fullam 401(k) Plan rank by assets among Form 5500 filers?
Dana & Fullam 401(k) Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Dana & Fullam 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Tp and Associates Agency Retirement Plan in OH ($562K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Dana & Fullam 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K in assets).