401(k) · DOL Form 5500 · 2023
Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $364,261
- Avg per participant High balance/head
Official DOL plan name: Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan · Sponsored by Diamond Financial Consultants LLC T/a Diamond Consultants · New Jersey · Agriculture, Forestry & Fishing
$4M in assets, 12 participants
Diamond Financial Consultants LLC T/a Diamond Consultants's Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan reported $4M in total assets and 12 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.
- #551 in Agriculture, Forestry & Fishing (1,288 peers)
Diamond Financial Consultants LLC T/a Diamond Consultants multi-year trail
Diamond Financial Consultants LLC T/a Diamond Consultants's plans moved +55.1% in assets from 2022 to 2024; this filing shows Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan at $4M / 12 participants.
- #551
- in Agriculture, Forestry & Fishing (1,288 peers)
- +26.9%
- assets growth YoY
Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,371,131 42nd percentile higher than 42% 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
Diamond Financial Consultants LLC T/a Diamond Consultants 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. Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan reported net income rose from -$487K in the plan year 2022 filing to $927K in the plan year 2023 filing.
- Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan reported participants rose from 10 in the plan year 2022 filing to 12 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 204632686 · Diamond Financial Consultants LLC T/a Diamond Consultants PY 2023 · 401(k)
Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan · $4M · 12 · 42nd
- EOY $4M
- EOY 12
- EOY 42nd
- EOY 401(k)
- EOY near Rock Commercial Real Estate, LLC 401(k) Profit Sharing Plan
- EOY ind #551
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 Agriculture, Forestry & Fishing retirement plans → · Plans in New Jersey →
Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan in the asset neighbourhood
Diamond Financial Consultants LLC T/a Diamond Consultants multi-year asset trail
Sponsor-wide plan assets over time
All Diamond Financial Consultants LLC T/a Diamond Consultants plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 55.11465621717233% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $3M |
| 2023 | 1 | 12 | $4M |
| 2024 | 1 | 13 | $5M |
Diamond Financial Consultants LLC T/a Diamond Consultants filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $927K |
| Employer EIN | 204632686 |
| Plan Effective Date | 2006-04-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Diamond Financial Consultants LLC T/a Diamond Consultants 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Rock Commercial Real Estate, LLC 401(k) Profit Sharing Plan in PA ($4M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 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 (12 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.