401(k) · DOL Form 5500 · 2022
3df Charitable Trust 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $257,038
- Avg per participant Above avg balance/head
Official DOL plan name: 3df Charitable Trust 401(k) Plan · Sponsored by 3df Charitable Trust · California · Other Services
$2M in assets, 6 participants
3df Charitable Trust's 3df Charitable Trust 401(k) Plan reported $2M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #4,517 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, 3df Charitable Trust 401(k) Plan ranks #4,517 of 8,398 2022 filers by assets (1301% of the sector average)-$2M for 6 participants.
- #4,517
- in Other Services (8,398 peers)
- -65.7%
- assets change YoY
3df Charitable Trust 401(k) Plan among the smaller filed plans by assets
3df Charitable Trust 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,542,225 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
3df Charitable Trust 401(k) 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. 3df Charitable Trust 401(k) Plan is a micro filing (6 participants), the leftmost band.
DOL schedule card
Filing strip 852648340 · 3df Charitable Trust PY 2022 · 401(k)
3df Charitable Trust 401(k) Plan · $2M · 6 · 30th
- EIN $2M
- EIN 6
- EIN 30th
- EIN 401(k)
- EIN near Common Room 401(k) Plan
- EIN ind #4517
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 Other Services retirement plans → · Plans in California →
3df Charitable Trust 401(k) Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $2M |
| Employer EIN | 852648340 |
| Plan Effective Date | 2020-08-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (3df Charitable Trust)
Sponsor-wide plan assets over time
All 3df Charitable Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $2M |
| 2023 | 1 | 6 | $4M |
| 2024 | 1 | 6 | N/A |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
3df Charitable Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Common Room 401(k) Plan in WA ($2M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.