401(k) · DOL Form 5500 · 2022

Donor Alliance, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
161
Participants Small participant base
79th
Percentile by assets National rank
$136,036
Avg per participant Near avg balance/head
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Official DOL plan name: Donor Alliance, Inc. 401(k) Plan and Trust · Sponsored by Donor Alliance, Inc. · Colorado · Other Services

$22M in assets, 161 participants

Donor Alliance, Inc.'s Donor Alliance, Inc. 401(k) Plan and Trust reported $22M in total assets and 161 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,454 in Other Services (8,398 peers)

Coverage in Colorado

Donor Alliance, Inc. 401(k) Plan and Trust covers 161 participants in Colorado, about 43% of the average Colorado filer (state average ~376 per filing). Assets: $22M.

#7,454
in Other Services (8,398 peers)
-9.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Donor Alliance, Inc. 401(k) Plan and Trust's outsized position by total assets

Donor Alliance, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$21,901,837 Top 21% higher than 79% 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

Donor Alliance, Inc. 401(k) Plan and Trust 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. Donor Alliance, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (161 participants).

Plan-year Form 5500 strip

Filing strip 841003771 · Donor Alliance, Inc. PY 2022 · 401(k)

Donor Alliance, Inc. 401(k) Plan and Trust · $22M · 161 · 79th

  • EBSA $22M
  • EBSA 161
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Clow Stamping Company 401(k) Plan
  • EBSA ind #7454

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 Colorado →

Donor Alliance, Inc. 401(k) Plan and Trust in the asset neighbourhood

Donor Alliance, Inc. 401(k) Plan and TrustDonor Alliance, Inc. 401(k) …$22MClow Stamping Company 401(k) PlanClow Stamping Company 401(k)…$22MDeli Management, Inc. Savings and Incentive Retirement PlanDeli Management, Inc. Saving…$22MPerdue, Brandon, Fielder, Collins and Mott 401(k) PlanPerdue, Brandon, Fielder, Co…$22MPerfect Sense Inc. 401(k) PlanPerfect Sense Inc. 401(k) Pl…$22M
End-of-year total assets ($M) among Donor Alliance, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Colorado filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income-$2M
Employer EIN841003771
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donor Alliance, Inc.)

Sponsor-wide plan assets over time

All Donor Alliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 55.05657813086637% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $21.9M $34M ▲ +55.1%
Year Plans Participants Total Assets
2022 1 161 $22M
2023 1 174 $28M
2024 1 202 $34M

Nearby 401(k) Plans in Colorado

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

Donor Alliance, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Donor Alliance, Inc. 401(k) Plan and Trust, Total assets ($B): 0.021901837 · Participants: 161Donor Alliance, Inc. 401(k) Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Donor Alliance, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Donor Alliance, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Clow Stamping Company 401(k) Plan in MN ($22M); by covered participants it is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Donor Alliance, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Donor Alliance, Inc. 401(k) Plan and Trust pulled back noticeably - down 9.5% during 2022, from $24M to $22M. Reported net income was -$2M.
How have Donor Alliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donor Alliance, Inc.'s sponsor-wide assets grew 55.1%, from $22M to $34M.
Where does Donor Alliance, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Donor Alliance, Inc. 401(k) Plan and Trust ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Donor Alliance, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Clow Stamping Company 401(k) Plan in MN ($22M, 440 participants).
Which 401(k) plans cover a similar participant headcount to Donor Alliance, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bartley Healthcare, Inc. 401(k) Plan in NJ (161 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 841003771.

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.