401(k) · DOL Form 5500 · 2022

Documation, Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
134
Participants Small participant base
59th
Percentile by assets National rank
$56,356
Avg per participant Low balance/head
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Official DOL plan name: Documation 401(k) Retirement Plan · Sponsored by Documation, Inc · Texas · Wholesale Trade

$8M in assets, 134 participants

Documation, Inc's Documation 401(k) Retirement Plan reported $8M in total assets and 134 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,388 in Wholesale Trade (6,843 peers)

Coverage in Texas

Documation 401(k) Retirement Plan covers 134 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $8M.

#3,388
in Wholesale Trade (6,843 peers)
-4.9%
assets change YoY

The plan reported a net loss of $390K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Documation 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Documation 401(k) Retirement Plan vs every filed plan by assets

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

$7,551,755 Top 41% higher than 59% 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

Documation 401(k) Retirement 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. Documation 401(k) Retirement Plan sits mid-pack in the medium band (134 participants).

Plan-year Form 5500 strip

Filing strip 742569756 · Documation, Inc PY 2022 · 401(k)

Documation 401(k) Retirement Plan · $8M · 134 · 59th

  • IND $8M
  • EOY 134
  • 5500 59th
  • ASSETS 401(k)
  • PCT near Brusco Tug and Barge, Inc. Employees Retirement Plan
  • EIN ind #3388

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 Texas →

Documation 401(k) Retirement Plan in the asset neighbourhood

Documation 401(k) Retirement PlanDocumation 401(k) Retirement…$8MBrusco Tug and Barge, Inc. Employees Retirement PlanBrusco Tug and Barge, Inc. E…$8MFirst State Bank of the Southeast, Inc. 401(k) Profit Sharing PlanFirst State Bank of the Sout…$8MDenny's Childrens Wear 401(k) Retirement PlanDenny's Childrens Wear 401(k…$8MBhd Information Systems Profit Sharing Plan & TrustBhd Information Systems Prof…$8M
End-of-year total assets ($M) among Documation 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$390K
Employer EIN742569756
Plan Effective Date2017-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Documation, Inc)

Sponsor-wide plan assets over time

All Documation, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 50.5170784804327% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.55M $11.4M ▲ +50.6%
Year Plans Participants Total Assets
2022 1 134 $8M
2023 1 147 $10M
2024 1 183 $11M

Nearby 401(k) Plans in Texas

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

Documation 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Documation 401(k) Retirement Plan, Total assets ($B): 0.007551755 · Participants: 134Documation 401(k) Retirement 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
Documation 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Documation 401(k) Retirement Plan side-by-side with 3 peers →

Documation 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Brusco Tug and Barge, Inc. Employees Retirement Plan in WA ($8M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Documation 401(k) Retirement Plan assets move in 2022? ▼
Documation 401(k) Retirement Plan edged down modestly - down 4.9% during 2022, from $8M to $8M. Reported net income was -$390K.
How have Documation, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Documation, Inc's sponsor-wide assets grew 50.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Documation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brusco Tug and Barge, Inc. Employees Retirement Plan in WA ($8M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Documation 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Blain Companies 401(k) Profit Sharing Plan in MS (134 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 742569756.

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.