401(k) · DOL Form 5500 · 2023

Discovery Partners Investment Ctr 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
11
Participants Small participant base
42nd
Percentile by assets National rank
$397,557
Avg per participant High balance/head
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Official DOL plan name: Discovery Partners Investment Center Safe Harbor 401(k) Plan · Sponsored by Discovery Partners Investment Ctr · Tennessee · Finance & Insurance

$4M in assets, 11 participants

Discovery Partners Investment Ctr's Discovery Partners Investment Center Safe Harbor 401(k) Plan reported $4M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,604 in Finance & Insurance (8,869 peers)

Discovery Partners Investment Ctr multi-year trail

Discovery Partners Investment Ctr's plans moved +36.1% in assets from 2022 to 2024; this filing shows Discovery Partners Investment Center Safe Harbor 401(k) Plan at $4M / 11 participants.

#2,604
in Finance & Insurance (8,869 peers)
+23.0%
assets growth YoY

Discovery Partners Investment Center Safe Harbor 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Discovery Partners Investment Center Safe Harbor 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,373,132 42nd percentile higher than 42% of 127,068 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 2023

Discovery Partners Investment Center Safe Harbor 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Discovery Partners Investment Center Safe Harbor 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Discovery Partners Investment Center Safe Harbor 401(k) Plan reported net income rose from -$575K in the plan year 2022 filing to $818K in the plan year 2023 filing.
  • Discovery Partners Investment Center Safe Harbor 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Discovery Partners Investment Center Safe Harbor 401(k) Plan reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680527407 · Discovery Partners Investment Ctr PY 2023 · 401(k)

Discovery Partners Investment Center Safe Harbor 401(k) Plan · $4M · 11 · 42nd

  • EOY $4M
  • EOY 11
  • EOY 42nd
  • EOY 401(k)
  • EOY near Bjet, LLC 401(k) Profit Sharing Plan
  • EOY ind #2604

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Discovery Partners Investment Center Safe Harbor 401(k) Plan in the asset neighbourhood

Discovery Partners Investment Center Safe Harbor 401(k) PlanDiscovery Partners Investmen…$4MBjet, LLC 401(k) Profit Sharing PlanBjet, LLC 401(k) Profit Shar…$4MDavid Barnes 401(k) Savings PlanDavid Barnes 401(k) Savings …$4MOmaze 401(k) Plan$4MNewlight Technologies Inc 401(k) Profit Sharing Plan and TruNewlight Technologies Inc 40…$4M
End-of-year total assets ($M) among Discovery Partners Investment Center Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Discovery Partners Investment Ctr multi-year asset trail

Sponsor-wide plan assets over time

All Discovery Partners Investment Ctr plans reported in each filing year

Latest sponsor-wide plan assets
$5M 36.063947698591754% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.55M $4.84M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 10 $4M
2023 1 11 $4M
2024 1 11 $5M

Discovery Partners Investment Ctr filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$818K
Employer EIN680527407
Plan Effective Date2008-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Discovery Partners Investment Center Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Discovery Partners Investment Center Safe Harbor 401(k) Plan, Total assets ($B): 0.004373132 · Participants: 11Discovery Partners Investment Center Safe Harbor 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Discovery Partners Investment Center Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Discovery Partners Investment Center Safe Harbor 401(k) Plan side-by-side with 3 peers →

Discovery Partners Investment Center Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Bjet, LLC 401(k) Profit Sharing Plan in IL ($4M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Discovery Partners Investment Center Safe Harbor 401(k) Plan assets move in 2023? ▼
Discovery Partners Investment Center Safe Harbor 401(k) Plan grew sharply - up 23.0% during 2023, from $4M to $4M. Reported net income was $818K.
How have Discovery Partners Investment Ctr plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Discovery Partners Investment Ctr's sponsor-wide assets grew 36.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Discovery Partners Investment Center Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bjet, LLC 401(k) Profit Sharing Plan in IL ($4M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Discovery Partners Investment Center Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680527407.

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.