401(k) · DOL Form 5500 · 2022

Dana Augustine, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
66
Participants Small participant base
57th
Percentile by assets National rank
$104,443
Avg per participant Below avg balance/head
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Official DOL plan name: Dana Augustine, Inc. 401(k) Plan · Sponsored by Dana Augustine, Inc. · Georgia · Wholesale Trade

$7M in assets, 66 participants

Dana Augustine, Inc.'s Dana Augustine, Inc. 401(k) Plan reported $7M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,196 in Wholesale Trade (6,843 peers)

Dana Augustine, Inc. multi-year trail

Dana Augustine, Inc.'s plans moved +23.0% in assets from 2022 to 2024; this filing shows Dana Augustine, Inc. 401(k) Plan at $7M / 66 participants.

#3,196
in Wholesale Trade (6,843 peers)
-17.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dana Augustine, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Dana Augustine, Inc. 401(k) Plan vs every filed plan by assets

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

$6,893,265 Top 43% higher than 57% 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 Augustine, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dana Augustine, Inc. 401(k) Plan is a small filing (66 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 592125227 · Dana Augustine, Inc. PY 2022 · 401(k)

Dana Augustine, Inc. 401(k) Plan · $7M · 66 · 57th

  • PCT $7M
  • EIN 66
  • RANK 57th
  • PHOTO 401(k)
  • IND near Smg Services, LLC 401(k) Plan
  • EOY ind #3196

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 Wholesale Trade retirement plans → · Plans in Georgia →

Dana Augustine, Inc. 401(k) Plan in the asset neighbourhood

Dana Augustine, Inc. 401(k) PlanDana Augustine, Inc. 401(k) …$7MSmg Services, LLC 401(k) Plan$7MSummerwood Corporation 401(k) PlanSummerwood Corporation 401(k…$7MHowe & Company, Cpa PC 401(k) Profit Sharing PlanHowe & Company, Cpa PC 401(k…$7MHall Drilling, LLC 401(k) Retirement PlanHall Drilling, LLC 401(k) Re…$7M
End-of-year total assets ($M) among Dana Augustine, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dana Augustine, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dana Augustine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.97533897217066% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M$9M 202220232024 $6.89M $8.48M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 66 $7M
2023 1 69 $8M
2024 1 77 $8M

Dana Augustine, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN592125227
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

Dana Augustine, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Dana Augustine, Inc. 401(k) Plan, Total assets ($B): 0.006893265 · Participants: 66Dana Augustine, Inc. 401(k) PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Dana Augustine, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Dana Augustine, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Smg Services, LLC 401(k) Plan in NY ($7M); by covered participants it is Aptera Software Inc. 401(k) Plan in IN (66 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Augustine, Inc. 401(k) Plan assets move in 2022?
Dana Augustine, Inc. 401(k) Plan declined sharply - down 17.1% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Dana Augustine, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Dana Augustine, Inc.'s sponsor-wide assets grew 23.0%, from $7M to $8M.
Which 401(k) plans are similar in size to Dana Augustine, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Smg Services, LLC 401(k) Plan in NY ($7M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Dana Augustine, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Aptera Software Inc. 401(k) Plan in IN (66 participants, N/A in assets).