401(k) · DOL Form 5500 · 2022

The Dave Thomas Family Companies, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
569
Participants Below avg headcount
62nd
Percentile by assets National rank
$14,976
Avg per participant Low balance/head
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Official DOL plan name: The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan · Sponsored by The Dave Thomas Family Companies, LLC · Ohio · Food Services & Accommodation

$9M in assets, 569 participants

The Dave Thomas Family Companies, LLC's The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan reported $9M in total assets and 569 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,047 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan ranks #4,047 of 4,592 2022 filers by assets (230% of the sector average)-$9M for 569 participants.

#4,047
in Food Services & Accommodation (4,592 peers)
-18.8%
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.

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,521,490 Top 38% higher than 62% 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

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing 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. The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (569 participants).

EBSA filing schedule strip

Filing strip 475504383 · The Dave Thomas Family Companies, LLC PY 2022 · 401(k)

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan · $9M · 569 · 62nd

  • VS-ST $9M
  • BOY 569
  • SCH 62nd
  • EBSA 401(k)
  • PART near Tapecon, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #4047

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 Food Services & Accommodation retirement plans → · Plans in Ohio →

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing PlanThe Dave Thomas Family Compa…$9MTapecon, Inc. 401(k) Profit Sharing PlanTapecon, Inc. 401(k) Profit …$9MThe Flynn Company 401(k) Savings PlanThe Flynn Company 401(k) Sav…$9MForum Capital Group, Inc. 401(k) Retirement PlanForum Capital Group, Inc. 40…$9MMaspeth Welding Inc. 401(k) Profit Sharing Plan and TrustMaspeth Welding Inc. 401(k) …$9M
End-of-year total assets ($M) among The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN475504383
Plan Effective Date2003-05-06
Filing StatusFILING RECEIVED

Sponsor Plan History (The Dave Thomas Family Companies, LLC)

Sponsor-wide plan assets over time

All The Dave Thomas Family Companies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 15.692713363508027% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.52M $9.86M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 569 $9M
2023 1 590 $9M
2024 1 602 $10M

Nearby 401(k) Plans in Ohio

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

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.00852149 · Participants: 569The Dave Thomas Family Companies, LLC 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Tapecon, Inc. 401(k) Profit Sharing Plan in NY ($9M); by covered participants it is Bramco Retirement Plan in KY (569 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (569 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 The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan assets move in 2022?
The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan declined sharply - down 18.8% during 2022, from $10M to $9M. Reported net income was -$2M.
How have The Dave Thomas Family Companies, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), The Dave Thomas Family Companies, LLC's sponsor-wide assets grew 15.7%, from $9M to $10M.
Which 401(k) plans are similar in size to The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Tapecon, Inc. 401(k) Profit Sharing Plan in NY ($9M, 112 participants).
Which 401(k) plans cover a similar participant headcount to The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Bramco Retirement Plan in KY (569 participants, $70M in assets).