401(k) · DOL Form 5500 · 2023
Dana Investment Advisors Inc. 401(k) Plan
Data updated 2026-08-25
- $57M
- Total assets Below avg plan size
- 53
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan · Sponsored by Dana Investment Advisors Inc. · Wisconsin · Finance & Insurance
$57M in assets, 53 participants
Dana Investment Advisors Inc.'s Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan reported $57M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,075 in Finance & Insurance (8,869 peers)
Where Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan sits by assets
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan sits in the top quartile of all filed plans by assets, $57M for 53 participants (~$1.1M/participant), up 42.7% in 2023.
- #7,075
- in Finance & Insurance (8,869 peers)
- +42.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan's outsized position by total assets
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,129,677 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Dana Investment Advisors, Inc. Profit Sharing & 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. Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan is a small filing (53 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan reported net income rose from -$14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $40M in the plan year 2022 filing to $57M in the plan year 2023 filing.
- Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan reported participants rose from 47 in the plan year 2022 filing to 53 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 391512278 · Dana Investment Advisors Inc. PY 2023 · 401(k)
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan · $57M · 53 · 87th
- PART $57M
- PART 53
- PART 87th
- PART 401(k)
- PART near Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust
- PART ind #7075
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 Wisconsin →
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $57M |
| Net Income | $17M |
| Employer EIN | 391512278 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dana Investment Advisors Inc.)
Sponsor-wide plan assets over time
All Dana Investment Advisors Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 79.44634312748131% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47 | $40M |
| 2023 | 1 | 53 | $57M |
| 2024 | 1 | 53 | $72M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Dana Investment Advisors, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Kobre & Kim LLP 401(k) Profit Sharing Plan and Trust in NY ($57M); by covered participants it is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($57M here).
Similar participant headcount
Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.
- Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan (TX) 53 · 0 off
- Pensando Systems, Inc. 401(k) (CA) 53 · 0 off
- The Cbiz 401 (K) Pep (FL) 53 · 0 off
- Prent Puerto Rico Employees' Retirement Plan (PR) 53 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.