401(k) · DOL Form 5500 · 2022

David Sutherland, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
300
Participants Below avg headcount
68th
Percentile by assets National rank
$38,484
Avg per participant Low balance/head
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Official DOL plan name: David Sutherland LLC 401(k) Plan · Sponsored by David Sutherland, LLC · Texas · Wholesale Trade

$12M in assets, 300 participants

David Sutherland, LLC's David Sutherland LLC 401(k) Plan reported $12M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,176 in Wholesale Trade (6,843 peers)

Coverage in Texas

David Sutherland LLC 401(k) Plan covers 300 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#4,176
in Wholesale Trade (6,843 peers)
-13.2%
assets change YoY

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.

David Sutherland LLC 401(k) Plan's outsized position by total assets

David Sutherland LLC 401(k) Plan vs every filed plan by assets

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

$11,545,169 Top 32% higher than 68% 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

David Sutherland LLC 401(k) Plan 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. David Sutherland LLC 401(k) Plan sits mid-pack in the medium band (300 participants).

Form 5500 schedule snapshot

Filing strip 751562936 · David Sutherland, LLC PY 2022 · 401(k)

David Sutherland LLC 401(k) Plan · $12M · 300 · 68th

  • SCH $12M
  • SCH 300
  • SCH 68th
  • SCH 401(k)
  • SCH near Great Lakes Employer Services, Inc. 401(k) Profit Sharing Plan
  • SCH ind #4176

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 Wholesale Trade retirement plans → · Plans in Texas →

David Sutherland LLC 401(k) Plan in the asset neighbourhood

David Sutherland LLC 401(k) PlanDavid Sutherland LLC 401(k) …$12MGreat Lakes Employer Services, Inc. 401(k) Profit Sharing PlanGreat Lakes Employer Service…$12MRamaco Resources, Inc. 401(k) PlanRamaco Resources, Inc. 401(k…$12MHealth Advocates 401(k) Plan$12MClaro Healthcare 401(k) Plan$12M
End-of-year total assets ($M) among David Sutherland LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN751562936
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Sutherland, LLC)

Sponsor-wide plan assets over time

All David Sutherland, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 60.19213750790482% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11.6M $18.5M ▲ +60.1%
Year Plans Participants Total Assets
2022 1 300 $12M
2023 1 325 $15M
2024 1 316 $18M

Nearby 401(k) Plans in Texas

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

David Sutherland LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants David Sutherland LLC 401(k) Plan, Total assets ($B): 0.011545169 · Participants: 300David Sutherland LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
David Sutherland LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare David Sutherland LLC 401(k) Plan side-by-side with 3 peers →

David Sutherland LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Great Lakes Employer Services, Inc. 401(k) Profit Sharing Plan in MI ($12M); by covered participants it is Parry's Pizza 401(k) Plan in CO (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (300 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 David Sutherland LLC 401(k) Plan assets move in 2022? ▼
David Sutherland LLC 401(k) Plan pulled back noticeably - down 13.2% during 2022, from $13M to $12M. Reported net income was -$2M.
How have David Sutherland, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Sutherland, LLC's sponsor-wide assets grew 60.2%, from $12M to $18M.
Which 401(k) plans are similar in size to David Sutherland LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Great Lakes Employer Services, Inc. 401(k) Profit Sharing Plan in MI ($12M, 363 participants).
Which 401(k) plans cover a similar participant headcount to David Sutherland LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parry's Pizza 401(k) Plan in CO (300 participants, $606K 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 751562936.

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.