401(k) · DOL Form 5500 · 2022

Dave's Tree Service of Ulster County, Inc. 401(k) Plan

Data updated 2026-08-25

$202K
Total assets Small plan by assets
6
Participants Small participant base
11th
Percentile by assets National rank
$33,638
Avg per participant Low balance/head
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Official DOL plan name: Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Dave's Tree Service of Ulster County, Inc. · New York · Other Services

$202K in assets, 6 participants

Dave's Tree Service of Ulster County, Inc.'s Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust reported $202K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,951 in Other Services (8,398 peers)

Dave's Tree Service of Ulster County, Inc. multi-year trail

Dave's Tree Service of Ulster County, Inc.'s plans moved +116.4% in assets from 2022 to 2024; this filing shows Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust at $202K / 6 participants.

#1,951
in Other Services (8,398 peers)
+21.6%
assets growth YoY

Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$201,830 11th percentile higher than 11% 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

Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust is a micro filing (6 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 205651232 · Dave's Tree Service of Ulster County, Inc. PY 2022 · 401(k)

Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust · $202K · 6 · 11th

  • EOY $202K
  • 5500 6
  • ASSETS 11th
  • PCT 401(k)
  • EIN near New California Bathroom Corp 401(k) Profit Sharing Plan
  • RANK ind #1951

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 New York →

Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and TrustDave's Tree Service of Ulste…$202KNew California Bathroom Corp 401(k) Profit Sharing PlanNew California Bathroom Corp…$202KJaw Consulting 401(k)$202KAmer & Associates Retirement PlanAmer & Associates Retirement…$202KSure Shot Outdoors, Inc. 401(k) PlanSure Shot Outdoors, Inc. 401…$202K
End-of-year total assets ($M) among Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Dave's Tree Service of Ulster County, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dave's Tree Service of Ulster County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$437K 116.36525789030372% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.2M $0.44M ▲ +120.0%
Year Plans Participants Total Assets
2022 1 6 $202K
2023 1 10 $317K
2024 1 9 $437K

Dave's Tree Service of Ulster County, Inc. filing trail (2022)

Total Assets (Beginning of Year)$166K
Net Assets (End of Year)$202K
Net Income$36K
Employer EIN205651232
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.00020183 · Participants: 6Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is New California Bathroom Corp 401(k) Profit Sharing Plan in CA ($202K); 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 ($202K 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.

Frequently Asked Questions

How did Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 21.6% during 2022, from $166K to $202K. Reported net income was $36K.
How have Dave's Tree Service of Ulster County, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dave's Tree Service of Ulster County, Inc.'s sponsor-wide assets grew 116.4%, from $202K to $437K.
Where does Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is New California Bathroom Corp 401(k) Profit Sharing Plan in CA ($202K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Dave's Tree Service of Ulster County, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 205651232.

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.