401(k) · DOL Form 5500 · 2022

Direct Relief 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
114
Participants Small participant base
71st
Percentile by assets National rank
$121,795
Avg per participant Near avg balance/head
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Official DOL plan name: Direct Relief 401(k) Profit Sharing Plan & Trust · Sponsored by Direct Relief · California · Healthcare & Social Assistance

$14M in assets, 114 participants

Direct Relief's Direct Relief 401(k) Profit Sharing Plan & Trust reported $14M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,219 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Direct Relief 401(k) Profit Sharing Plan & Trust covers 114 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $14M.

#15,219
in Healthcare & Social Assistance (20,060 peers)
-15.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Direct Relief 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Direct Relief 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$13,884,599 Top 29% higher than 71% 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

Direct Relief 401(k) Profit Sharing Plan & 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. Direct Relief 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (114 participants).

Published 5500 schedule card

Filing strip 951831116 · Direct Relief PY 2022 · 401(k)

Direct Relief 401(k) Profit Sharing Plan & Trust · $14M · 114 · 71st

  • NET $14M
  • NET 114
  • NET 71st
  • NET 401(k)
  • NET near Planmeca USA, Inc. and Planmed 401(k) Plan
  • NET ind #15219

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Direct Relief 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Tom Bush Companies 401(k) PlanTom Bush Companies 401(k) Pl…$14MDirect Relief 401(k) Profit Sharing Plan & TrustDirect Relief 401(k) Profit …$14MPlanmeca USA, Inc. and Planmed 401(k) PlanPlanmeca USA, Inc. and Planm…$14MIh Engineers 401(k) Trust$14MThe Als Association Profit Sharing 401(k) PlanThe Als Association Profit S…$14M
End-of-year total assets ($M) among Direct Relief 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN951831116
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Direct Relief)

Sponsor-wide plan assets over time

All Direct Relief plans reported in each filing year

Latest sponsor-wide plan assets
$22M 61.5397607089697% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.9M $22.4M ▲ +61.6%
Year Plans Participants Total Assets
2022 1 114 $14M
2023 1 124 $19M
2024 1 130 $22M

Nearby 401(k) Plans in California

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

Direct Relief 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Direct Relief 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.013884599 · Participants: 114Direct Relief 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Direct Relief 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Direct Relief 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Direct Relief 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Planmeca USA, Inc. and Planmed 401(k) Plan in IL ($14M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Direct Relief 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Direct Relief 401(k) Profit Sharing Plan & Trust declined sharply - down 15.9% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Direct Relief plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Direct Relief's sponsor-wide assets grew 61.5%, from $14M to $22M.
Which 401(k) plans are similar in size to Direct Relief 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Planmeca USA, Inc. and Planmed 401(k) Plan in IL ($14M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Direct Relief 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K 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 951831116.

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.