401(k) · DOL Form 5500 · 2022

Data Analysis, Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
597
Participants Below avg headcount
90th
Percentile by assets National rank
$106,193
Avg per participant Below avg balance/head
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Official DOL plan name: Data Analysis, Inc. Investment Plan and Trust · Sponsored by Data Analysis, Inc. · California · Management of Enterprises

$63M in assets, 597 participants

Data Analysis, Inc.'s Data Analysis, Inc. Investment Plan and Trust reported $63M in total assets and 597 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #880 in Management of Enterprises (1,193 peers)

Where Data Analysis, Inc. Investment Plan and Trust sits by assets

Data Analysis, Inc. Investment Plan and Trust sits in the top 10% of all filed plans by assets, $63M for 597 participants (~$106,193/participant), down 15.4% in 2022.

#880
in Management of Enterprises (1,193 peers)
-15.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Data Analysis, Inc. Investment Plan and Trust's outsized position by total assets

Data Analysis, Inc. Investment Plan and Trust vs every filed plan by assets

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

$63,396,933 Top 10% higher than 90% 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

Data Analysis, Inc. Investment Plan and Trust 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. Data Analysis, Inc. Investment Plan and Trust sits mid-pack in the medium band (597 participants).

Form 5500 schedule snapshot

Filing strip 953936696 · Data Analysis, Inc. PY 2022 · 401(k)

Data Analysis, Inc. Investment Plan and Trust · $63M · 597 · 90th

  • PCT $63M
  • EIN 597
  • RANK 90th
  • PHOTO 401(k)
  • IND near Rochester Regional Health 401(k) Defined Contribution Plan
  • EOY ind #880

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 Management of Enterprises retirement plans → · Plans in California →

Data Analysis, Inc. Investment Plan and Trust in the asset neighbourhood

Berger Montague Retirement Savings PlanBerger Montague Retirement S…$63MJaros, Baum & Bolles Employees 401(k) Savings PlanJaros, Baum & Bolles Employe…$63MHuitt-Zollars, Inc. Employee Retirement Plan & TrustHuitt-Zollars, Inc. Employee…$63MData Analysis, Inc. Investment Plan and TrustData Analysis, Inc. Investme…$63MRochester Regional Health 401(k) Defined Contribution PlanRochester Regional Health 40…$63M
End-of-year total assets ($M) among Data Analysis, Inc. Investment Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$75M
Net Assets (End of Year)$63M
Net Income-$12M
Employer EIN953936696
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Data Analysis, Inc.)

Sponsor-wide plan assets over time

All Data Analysis, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 41.651469164920016% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.4M $89.8M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 597 $63M
2023 1 662 $75M
2024 1 756 $90M

Nearby 401(k) Plans in California

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

Data Analysis, Inc. Investment Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Data Analysis, Inc. Investment Plan and Trust, Total assets ($B): 0.063396933 · Participants: 597Data Analysis, Inc. Investment Plan and TrustWells 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
Data Analysis, Inc. Investment Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Data Analysis, Inc. Investment Plan and Trust side-by-side with 3 peers →

Data Analysis, Inc. Investment Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rochester Regional Health 401(k) Defined Contribution Plan in NY ($63M); by covered participants it is H.W. Lochner, Inc. 401(k) Retirement Plan in IL (597 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (597 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 Data Analysis, Inc. Investment Plan and Trust assets move in 2022? ▼
Data Analysis, Inc. Investment Plan and Trust declined sharply - down 15.4% during 2022, from $75M to $63M. Reported net income was -$12M.
How have Data Analysis, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Data Analysis, Inc.'s sponsor-wide assets grew 41.7%, from $63M to $90M.
Where does Data Analysis, Inc. Investment Plan and Trust rank by assets among Form 5500 filers? ▼
Data Analysis, Inc. Investment Plan and Trust ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Data Analysis, Inc. Investment Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rochester Regional Health 401(k) Defined Contribution Plan in NY ($63M, 1,840 participants).
Which 401(k) plans cover a similar participant headcount to Data Analysis, Inc. Investment Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is H.W. Lochner, Inc. 401(k) Retirement Plan in IL (597 participants, $118M 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 953936696.

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.