401(k) · DOL Form 5500 · 2022

Allen Samuels Waco Dcj, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
357
Participants Below avg headcount
44th
Percentile by assets National rank
$10,368
Avg per participant Low balance/head
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Official DOL plan name: Allen Samuels Retirement Plan · Sponsored by Allen Samuels Waco Dcj, Inc. · Texas · Wholesale Trade

$4M in assets, 357 participants

Allen Samuels Waco Dcj, Inc.'s Allen Samuels Retirement Plan reported $4M in total assets and 357 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,173 in Wholesale Trade (6,843 peers)

Allen Samuels Waco Dcj, Inc. multi-year trail

Allen Samuels Waco Dcj, Inc.'s plans moved +38.5% in assets from 2022 to 2024; this filing shows Allen Samuels Retirement Plan at $4M / 357 participants.

#2,173
in Wholesale Trade (6,843 peers)
-3.5%
assets change YoY

The plan reported a net loss of $135K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allen Samuels Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Allen Samuels Retirement Plan vs every filed plan by assets

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

$3,701,510 44th percentile higher than 44% 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

Allen Samuels Retirement 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. Allen Samuels Retirement Plan sits mid-pack in the medium band (357 participants).

EBSA filing schedule strip

Filing strip 270364992 · Allen Samuels Waco Dcj, Inc. PY 2022 · 401(k)

Allen Samuels Retirement Plan · $4M · 357 · 44th

  • 5500 $4M
  • 5500 357
  • 5500 44th
  • 5500 401(k)
  • 5500 near Lg-Tek 401(k) Plan
  • 5500 ind #2173

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 →

Allen Samuels Retirement Plan in the asset neighbourhood

Allen Samuels Retirement Plan$4MLg-Tek 401(k) Plan$4MHumes and Wagner LLP 401(k) Profit Sharing Plan and TrustHumes and Wagner LLP 401(k) …$4MUniversal Laser Systems, Inc. 401(k) PlanUniversal Laser Systems, Inc…$4MTc California Hospitality LLC 401(k) PlanTc California Hospitality LL…$4M
End-of-year total assets ($M) among Allen Samuels Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Allen Samuels Waco Dcj, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Allen Samuels Waco Dcj, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.464491518326305% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.7M $5.13M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 357 $4M
2023 1 306 $4M
2024 1 249 $5M

Allen Samuels Waco Dcj, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$135K
Employer EIN270364992
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Allen Samuels Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Allen Samuels Retirement Plan, Total assets ($B): 0.00370151 · Participants: 357Allen Samuels Retirement 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
Allen Samuels Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Allen Samuels Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Lg-Tek 401(k) Plan in MD ($4M); by covered participants it is Brookline College, LLC 401(k) Plan in AZ (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Allen Samuels Retirement Plan assets move in 2022?
Allen Samuels Retirement Plan edged down modestly - down 3.5% during 2022, from $4M to $4M. Reported net income was -$135K.
How have Allen Samuels Waco Dcj, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Allen Samuels Waco Dcj, Inc.'s sponsor-wide assets grew 38.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Allen Samuels Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Lg-Tek 401(k) Plan in MD ($4M, 123 participants).
Which 401(k) plans cover a similar participant headcount to Allen Samuels Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Brookline College, LLC 401(k) Plan in AZ (357 participants, N/A in assets).