401(k) · DOL Form 5500 · 2022
Dale Carnegie & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 62
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $184,665
- Avg per participant Above avg balance/head
Official DOL plan name: Dale Carnegie & Associates, Inc. Savings and Investment Plan · Sponsored by Dale Carnegie & Associates, Inc. · New York · Educational Services
$11M in assets, 62 participants
Dale Carnegie & Associates, Inc.'s Dale Carnegie & Associates, Inc. Savings and Investment Plan reported $11M in total assets and 62 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.
- #2,004 in Educational Services (4,024 peers)
Dale Carnegie & Associates, Inc. multi-year trail
Dale Carnegie & Associates, Inc.'s plans moved +40.8% in assets from 2022 to 2024; this filing shows Dale Carnegie & Associates, Inc. Savings and Investment Plan at $11M / 62 participants.
- #2,004
- in Educational Services (4,024 peers)
- -9.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dale Carnegie & Associates, Inc. Savings and Investment Plan's outsized position by total assets
Dale Carnegie & Associates, Inc. Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,449,202 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Dale Carnegie & Associates, Inc. Savings and Investment 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. Dale Carnegie & Associates, Inc. Savings and Investment Plan is a small filing (62 participants) on this national headcount ladder.
DOL schedule card
Filing strip 131805573 · Dale Carnegie & Associates, Inc. PY 2022 · 401(k)
Dale Carnegie & Associates, Inc. Savings and Investment Plan · $11M · 62 · 68th
- EIN $11M
- RANK 62
- PHOTO 68th
- IND 401(k)
- EOY near Ejm Development Company 401(k) Retirement Plan
- 5500 ind #2004
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 Educational Services retirement plans → · Plans in New York →
Dale Carnegie & Associates, Inc. Savings and Investment Plan in the asset neighbourhood
Dale Carnegie & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Dale Carnegie & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 40.79105251178204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62 | $11M |
| 2023 | 1 | 65 | $15M |
| 2024 | 1 | 70 | $16M |
Dale Carnegie & Associates, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$1M |
| Employer EIN | 131805573 |
| Plan Effective Date | 1984-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Dale Carnegie & Associates, Inc. Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Ejm Development Company 401(k) Retirement Plan in CA ($11M); by covered participants it is Technology Investment Corporation 401(k) Plan in WI (62 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
- Technology Investment Corporation 401(k) Plan (WI) 62 · 0 off
- Peppers Automotive Group 401(k) Plan (TN) 62 · 0 off
- Foresight Imaging, LLC 401(k) and Profit Sharing Plan (MA) 62 · 0 off
- G. J. Oliver, Inc. 401(k) (NJ) 62 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.