401(k) · DOL Form 5500 · 2022

Dannis Woliver Kelley, a Professional Corporation 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
92
Participants Small participant base
81st
Percentile by assets National rank
$291,447
Avg per participant High balance/head
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Official DOL plan name: Dannis Woliver Kelley Profit Sharing Plan · Sponsored by Dannis Woliver Kelley, a Professional Corporation · California · Professional & Technical Services

$27M in assets, 92 participants

Dannis Woliver Kelley, a Professional Corporation's Dannis Woliver Kelley Profit Sharing Plan reported $27M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,673 in Professional & Technical Services (21,562 peers)

Where Dannis Woliver Kelley Profit Sharing Plan sits by assets

Dannis Woliver Kelley Profit Sharing Plan sits in the top quartile of all filed plans by assets, $27M for 92 participants (~$291,447/participant), down 14.3% in 2022.

#17,673
in Professional & Technical Services (21,562 peers)
-14.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dannis Woliver Kelley Profit Sharing Plan's outsized position by total assets

Dannis Woliver Kelley Profit Sharing Plan vs every filed plan by assets

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

$26,813,120 Top 19% higher than 81% 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

Dannis Woliver Kelley Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dannis Woliver Kelley Profit Sharing Plan is a small filing (92 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 943172834 · Dannis Woliver Kelley, a Professional Corporation PY 2022 · 401(k)

Dannis Woliver Kelley Profit Sharing Plan · $27M · 92 · 81st

  • BOOK $27M
  • VS-ST 92
  • BOY 81st
  • SCH 401(k)
  • EBSA near Connecticut Mutual Holding Company 401(k) Profit Sharing Plan
  • PART ind #17673

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 Professional & Technical Services retirement plans → · Plans in California →

Dannis Woliver Kelley Profit Sharing Plan in the asset neighbourhood

Oto Development 401(k) Plan$27MDannis Woliver Kelley Profit Sharing PlanDannis Woliver Kelley Profit…$27MConnecticut Mutual Holding Company 401(k) Profit Sharing PlanConnecticut Mutual Holding C…$27MTiffany & Bosco, P.a. Profit Sharing 401(k) PlanTiffany & Bosco, P.a. Profit…$27MOrthopedic Surgeons of Wisconsin, S.C. Retirement PlanOrthopedic Surgeons of Wisco…$27M
End-of-year total assets ($M) among Dannis Woliver Kelley Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN943172834
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dannis Woliver Kelley, a Professional Corporation)

Sponsor-wide plan assets over time

All Dannis Woliver Kelley, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$37M 36.53936580300987% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.8M $36.6M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 92 $27M
2023 1 92 $32M
2024 1 96 $37M

Nearby 401(k) Plans in California

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

Dannis Woliver Kelley Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Dannis Woliver Kelley Profit Sharing Plan, Total assets ($B): 0.02681312 · Participants: 92Dannis Woliver Kelley Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Dannis Woliver Kelley Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Dannis Woliver Kelley Profit Sharing Plan side-by-side with 3 peers →

Dannis Woliver Kelley Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Connecticut Mutual Holding Company 401(k) Profit Sharing Plan in CT ($27M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Dannis Woliver Kelley Profit Sharing Plan assets move in 2022? ▼
Dannis Woliver Kelley Profit Sharing Plan pulled back noticeably - down 14.3% during 2022, from $31M to $27M. Reported net income was -$4M.
How have Dannis Woliver Kelley, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dannis Woliver Kelley, a Professional Corporation's sponsor-wide assets grew 36.5%, from $27M to $37M.
Where does Dannis Woliver Kelley Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Dannis Woliver Kelley Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Dannis Woliver Kelley Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connecticut Mutual Holding Company 401(k) Profit Sharing Plan in CT ($27M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Dannis Woliver Kelley Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (92 participants, $11M 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 943172834.

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.