401(k) · DOL Form 5500 · 2022

Deloney Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$165K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$165,111
Avg per participant Above avg balance/head
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Official DOL plan name: Deloney Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Deloney Investments, Inc. · Texas · Retail Trade

$165K in assets, 1 participants

Deloney Investments, Inc.'s Deloney Investments, Inc. 401(k) Profit Sharing Plan reported $165K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,295 in Retail Trade (9,519 peers)

Deloney Investments, Inc. multi-year trail

Deloney Investments, Inc.'s plans moved +38.2% in assets from 2022 to 2024; this filing shows Deloney Investments, Inc. 401(k) Profit Sharing Plan at $165K / 1 participant.

#1,295
in Retail Trade (9,519 peers)
+10.0%
assets growth YoY

Deloney Investments, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Deloney Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$165,111 9th percentile higher than 9% 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

Deloney Investments, Inc. 401(k) Profit Sharing 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. Deloney Investments, Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 853562596 · Deloney Investments, Inc. PY 2022 · 401(k)

Deloney Investments, Inc. 401(k) Profit Sharing Plan · $165K · 1 · 9th

  • PART $165K
  • TYPE 1
  • NET 9th
  • BOOK 401(k)
  • VS-ST near Esco Holdings Inc. 401(k) Plan
  • BOY ind #1295

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 Retail Trade retirement plans → · Plans in Texas →

Deloney Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Deloney Investments, Inc. 401(k) Profit Sharing PlanDeloney Investments, Inc. 40…$165KEsco Holdings Inc. 401(k) PlanEsco Holdings Inc. 401(k) Pl…$165KRtch Corp. 401(k) Plan$165KTrynor Corporation 401(k) PlanTrynor Corporation 401(k) Pl…$165KIgit Inc. Pension Transfer Trust PlanIgit Inc. Pension Transfer T…$165K
End-of-year total assets ($M) among Deloney Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Deloney Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Deloney Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$228K 38.20460175276026% vs 2022
2024 filing year
$0.16M$0.18M$0.2M$0.22M$0.24M 202220232024 $0.17M $0.23M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 1 $165K
2023 1 1 $184K
2024 1 1 $228K

Deloney Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$150K
Net Assets (End of Year)$165K
Net Income$15K
Employer EIN853562596
Plan Effective Date2021-01-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Deloney Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Deloney Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000165111 · Participants: 1Deloney Investments, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Deloney Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Deloney Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Deloney Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Esco Holdings Inc. 401(k) Plan in WY ($165K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($165K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Deloney Investments, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Deloney Investments, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.0% during 2022, from $150K to $165K. Reported net income was $15K.
How have Deloney Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Deloney Investments, Inc.'s sponsor-wide assets grew 38.2%, from $165K to $228K.
Where does Deloney Investments, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Deloney Investments, Inc. 401(k) Profit Sharing Plan ranks in the 9th 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 Deloney Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Esco Holdings Inc. 401(k) Plan in WY ($165K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Deloney Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, 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 853562596.

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.