401(k) · DOL Form 5500 · 2022

Heaton Dainard, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
27
Participants Small participant base
32nd
Percentile by assets National rank
$65,790
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Heaton Dainard, LLC 401(k) Profit Sharing Plan · Sponsored by Heaton Dainard, LLC · Washington · Real Estate

$2M in assets, 27 participants

Heaton Dainard, LLC's Heaton Dainard, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,557 in Real Estate (5,057 peers)

2022 asset change

Heaton Dainard, LLC 401(k) Profit Sharing Plan pulled back noticeably 10.3% in 2022 ($2M → $2M) for 27 participants.

#2,557
in Real Estate (5,057 peers)
-10.3%
assets change YoY

The plan reported a net loss of $205K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heaton Dainard, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Heaton Dainard, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,776,342 32nd percentile higher than 32% 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

Heaton Dainard, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heaton Dainard, LLC 401(k) Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.

DOL schedule card

Filing strip 273432547 · Heaton Dainard, LLC PY 2022 · 401(k)

Heaton Dainard, LLC 401(k) Profit Sharing Plan · $2M · 27 · 32nd

  • VS-ST $2M
  • BOY 27
  • SCH 32nd
  • EBSA 401(k)
  • PART near Kanaiyalal J Patel M.D.P.a Profit Sharing Plan and Trust
  • TYPE ind #2557

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 Real Estate retirement plans → · Plans in Washington →

Heaton Dainard, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Heaton Dainard, LLC 401(k) Profit Sharing PlanHeaton Dainard, LLC 401(k) P…$2MKanaiyalal J Patel M.D.P.a Profit Sharing Plan and TrustKanaiyalal J Patel M.D.P.a P…$2MHuman Resource Dimensions, Inc. 401(k) PlanHuman Resource Dimensions, I…$2MRiverside Hospitality, LLC 401(k) Profit Sharing PlanRiverside Hospitality, LLC 4…$2MFremont Management, LLC 401(k) PlanFremont Management, LLC 401(…$2M
End-of-year total assets ($M) among Heaton Dainard, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Heaton Dainard, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Heaton Dainard, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 2.2419106230669543% vs 2022
2024 filing year
$1.5M$1.6M$1.7M$1.8M$1.9M 202220232024 $1.78M $1.82M ▲ +2.2%
Year Plans Participants Total Assets
2022 1 27 $2M
2023 1 37 $2M
2024 1 47 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$205K
Employer EIN273432547
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Heaton Dainard, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Heaton Dainard, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001776342 · Participants: 27Heaton Dainard, LLC 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Heaton Dainard, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Heaton Dainard, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heaton Dainard, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Kanaiyalal J Patel M.D.P.a Profit Sharing Plan and Trust in MD ($2M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Heaton Dainard, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Heaton Dainard, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 10.3% during 2022, from $2M to $2M. Reported net income was -$205K.
How have Heaton Dainard, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heaton Dainard, LLC's sponsor-wide assets grew 2.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Heaton Dainard, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kanaiyalal J Patel M.D.P.a Profit Sharing Plan and Trust in MD ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Heaton Dainard, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M 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 273432547.

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.