401(k) · DOL Form 5500 · 2022

Day One Perspective, LLC Dba Day One Agency 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
155
Participants Small participant base
54th
Percentile by assets National rank
$37,880
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Day One Agency 401(k) Plan · Sponsored by Day One Perspective, LLC Dba Day One Agency · New York · Professional & Technical Services

$6M in assets, 155 participants

Day One Perspective, LLC Dba Day One Agency's Day One Agency 401(k) Plan reported $6M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #11,181 in Professional & Technical Services (21,562 peers)

Coverage in New York

Day One Agency 401(k) Plan covers 155 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $6M.

#11,181
in Professional & Technical Services (21,562 peers)
+9.5%
assets growth YoY

Day One Agency 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Day One Agency 401(k) Plan vs every filed plan by assets

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

$5,871,477 Top 46% higher than 54% 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

Day One Agency 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. Day One Agency 401(k) Plan sits mid-pack in the medium band (155 participants).

Form 5500 schedule snapshot

Filing strip 461631561 · Day One Perspective, LLC Dba Day One Agency PY 2022 · 401(k)

Day One Agency 401(k) Plan · $6M · 155 · 54th

  • BOOK $6M
  • BOOK 155
  • BOOK 54th
  • BOOK 401(k)
  • BOOK near Kiritkumar B. Patel, M.D. Inc. 401(k) Profit Sharing Plan
  • BOOK ind #11181

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 New York →

Day One Agency 401(k) Plan in the asset neighbourhood

Day One Agency 401(k) Plan$6MKiritkumar B. Patel, M.D. Inc. 401(k) Profit Sharing PlanKiritkumar B. Patel, M.D. In…$6MCarnevale & Lohr, Inc.-Plan B 401(k) Profit Sharing PlanCarnevale & Lohr, Inc.-Plan …$6MCentury Arms, Inc 401(k) Savings PlanCentury Arms, Inc 401(k) Sav…$6MCommunity Action Opportunities 401(k) PlanCommunity Action Opportuniti…$6M
End-of-year total assets ($M) among Day One Agency 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$509K
Employer EIN461631561
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Day One Perspective, LLC Dba Day One Agency)

Sponsor-wide plan assets over time

All Day One Perspective, LLC Dba Day One Agency plans reported in each filing year

Latest sponsor-wide plan assets
$12M 103.22700744633761% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $5.87M $11.9M ▲ +103.2%
Year Plans Participants Total Assets
2022 1 155 $6M
2023 1 182 $9M
2024 1 183 $12M

Nearby 401(k) Plans in New York

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

Day One Agency 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Day One Agency 401(k) Plan, Total assets ($B): 0.005871477 · Participants: 155Day One Agency 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Day One Agency 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Day One Agency 401(k) Plan side-by-side with 3 peers →

Day One Agency 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kiritkumar B. Patel, M.D. Inc. 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Day One Agency 401(k) Plan assets move in 2022? ▼
Day One Agency 401(k) Plan grew at a solid clip - up 9.5% during 2022, from $5M to $6M. Reported net income was $509K.
How have Day One Perspective, LLC Dba Day One Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Day One Perspective, LLC Dba Day One Agency's sponsor-wide assets grew 103.2%, from $6M to $12M.
Which 401(k) plans are similar in size to Day One Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kiritkumar B. Patel, M.D. Inc. 401(k) Profit Sharing Plan in CA ($6M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Day One Agency 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convention and Cultural Services, Inc. 401(k) Plan in TX (155 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 461631561.

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.