401(k) · DOL Form 5500 · 2022

Dave & Bern Phelps, Inc. 401(k) Plan

Data updated 2026-08-25

$280K
Total assets Small plan by assets
3
Participants Small participant base
13th
Percentile by assets National rank
$93,443
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan · Sponsored by Dave & Bern Phelps, Inc. · Nevada · Other Services

$280K in assets, 3 participants

Dave & Bern Phelps, Inc.'s Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan reported $280K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #2,392 in Other Services (8,398 peers)

2022 asset change

Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan surged 95.8% in 2022 ($143K → $280K) for 3 participants.

#2,392
in Other Services (8,398 peers)
+95.8%
assets growth YoY

Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$280,328 13th percentile higher than 13% 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 & Bern Phelps, Inc. 401(k) Profit Sharing Plan 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 & Bern Phelps, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 833078930 · Dave & Bern Phelps, Inc. PY 2022 · 401(k)

Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan · $280K · 3 · 13th

  • PCT $280K
  • PCT 3
  • PCT 13th
  • PCT 401(k)
  • PCT near Belabus Enterprises, Inc. 401(k) Profit Sharing Plan
  • PCT ind #2392

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 Nevada →

Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Dave & Bern Phelps, Inc. 401(k) Profit Sharing PlanDave & Bern Phelps, Inc. 401…$280KBelabus Enterprises, Inc. 401(k) Profit Sharing PlanBelabus Enterprises, Inc. 40…$280KOdditeas Inc. 401(k) Plan$280KPadilla's Management and Consulting Inc. 401(k) Profit Sharing PlanPadilla's Management and Con…$280KPakadarpana Foods, Inc 401(k) Profit Sharing PlanPakadarpana Foods, Inc 401(k…$280K
End-of-year total assets ($M) among Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$143K
Net Assets (End of Year)$280K
Net Income$137K
Employer EIN833078930
Plan Effective Date2019-01-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -0.500.511.52 Total assets ($B) Participants Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000280328 · Participants: 3Dave & Bern Phelps, Inc. 401(k) Profit Sharing PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 1.74979961 · Participants: 29398The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.681748272 · Participants: 41227Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.028962022 · Participants: 6733Barrick Retirement PlanSierra Nevada Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.879465087 · Participants: 4612Sierra Nevada Corporation 401(k) Profit Sharing PlanNv Energy 401(k) Plan, Total assets ($B): 0.876777296 · Participants: 2308Nv Energy 401(k) Plan
Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Belabus Enterprises, Inc. 401(k) Profit Sharing Plan in WA ($280K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 & Bern Phelps, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan surged - up 95.8% during 2022, from $143K to $280K. Reported net income was $137K.
Where does Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan ranks in the 13th 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 & Bern Phelps, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Belabus Enterprises, Inc. 401(k) Profit Sharing Plan in WA ($280K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Dave & Bern Phelps, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 833078930.

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.