401(k) · DOL Form 5500 · 2022

Dave, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
239
Participants Below avg headcount
68th
Percentile by assets National rank
$49,835
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Dave, Inc. 401(k) Plan · Sponsored by Dave, Inc. · California · Finance & Insurance

$12M in assets, 239 participants

Dave, Inc.'s Dave, Inc. 401(k) Plan reported $12M in total assets and 239 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,823 in Finance & Insurance (9,261 peers)

Coverage in California

Dave, Inc. 401(k) Plan covers 239 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $12M.

#4,823
in Finance & Insurance (9,261 peers)
+60.3%
assets growth YoY

Dave, Inc. 401(k) Plan's outsized position by total assets

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

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

$11,910,504 Top 32% higher than 68% 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

Dave, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dave, Inc. 401(k) Plan sits mid-pack in the medium band (239 participants).

Published 5500 schedule card

Filing strip 475235605 · Dave, Inc. PY 2022 · 401(k)

Dave, Inc. 401(k) Plan · $12M · 239 · 68th

  • EIN $12M
  • RANK 239
  • PHOTO 68th
  • IND 401(k)
  • EOY near Oncology Consultants, P.a. 401(k) Plan
  • 5500 ind #4823

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 Finance & Insurance retirement plans → · Plans in California →

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

Dave, Inc. 401(k) Plan$12MOncology Consultants, P.a. 401(k) PlanOncology Consultants, P.a. 4…$12MGce International, Inc. 401(k) Profit Sharing PlanGce International, Inc. 401(…$12MTexas Trial Lawyers Association 401(k) Retirement Savings PlanTexas Trial Lawyers Associat…$12MWatson Realty Corp. 401(k) PlanWatson Realty Corp. 401(k) P…$12M
End-of-year total assets ($M) among Dave, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$12M
Net Income$4M
Employer EIN475235605
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Dave, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Dave, Inc. 401(k) Plan, Total assets ($B): 0.011910504 · Participants: 239Dave, Inc. 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
Dave, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Dave, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Oncology Consultants, P.a. 401(k) Plan in TX ($12M); by covered participants it is Atlantic Casualty Insurance Company 401(k) Profit Sharing Plan in NC (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Dave, Inc. 401(k) Plan assets move in 2022? ▼
Dave, Inc. 401(k) Plan surged - up 60.3% during 2022, from $7M to $12M. Reported net income was $4M.
Which 401(k) plans are similar in size to Dave, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oncology Consultants, P.a. 401(k) Plan in TX ($12M, 347 participants).
Which 401(k) plans cover a similar participant headcount to Dave, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Casualty Insurance Company 401(k) Profit Sharing Plan in NC (239 participants, N/A 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 475235605.

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.