401(k) · DOL Form 5500 · 2023

Dfh Investment LLC 401(k) Plan

Data updated 2026-08-25

$863K
Total assets Small plan by assets
1
Participants Small participant base
22nd
Percentile by assets National rank
$862,805
Avg per participant High balance/head
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Official DOL plan name: Dfh Investment LLC 401(k) Plan · Sponsored by Dfh Investment LLC · Indiana · Transportation & Warehousing

$863K in assets, 1 participants

Dfh Investment LLC's Dfh Investment LLC 401(k) Plan reported $863K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #764 in Transportation & Warehousing (3,362 peers)

Dfh Investment LLC multi-year trail

Dfh Investment LLC's plans moved +43.1% in assets from 2022 to 2024; this filing shows Dfh Investment LLC 401(k) Plan at $863K / 1 participant.

#764
in Transportation & Warehousing (3,362 peers)
+23.0%
assets growth YoY

Dfh Investment LLC 401(k) Plan among the smaller filed plans by assets

Dfh Investment LLC 401(k) Plan vs every filed plan by assets

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

$862,805 22nd percentile higher than 22% 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

Dfh Investment LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dfh Investment LLC 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dfh Investment LLC 401(k) Plan reported net income rose from -$162K in the plan year 2022 filing to $161K in the plan year 2023 filing.
  • Dfh Investment LLC 401(k) Plan end-of-year assets rose from $701K in the plan year 2022 filing to $863K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 453670643 · Dfh Investment LLC PY 2023 · 401(k)

Dfh Investment LLC 401(k) Plan · $863K · 1 · 22nd

  • PCT $863K
  • PCT 1
  • PCT 22nd
  • PCT 401(k)
  • PCT near Kamel L. Kamel, M.D., Inc. Profit Sharing Plan
  • PCT ind #764

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 Transportation & Warehousing retirement plans → · Plans in Indiana →

Dfh Investment LLC 401(k) Plan in the asset neighbourhood

Dfh Investment LLC 401(k) PlanDfh Investment LLC 401(k) Pl…$863KKamel L. Kamel, M.D., Inc. Profit Sharing PlanKamel L. Kamel, M.D., Inc. P…$863KN3vision Healthcare Enterprise Inc. Retirement PlanN3vision Healthcare Enterpri…$863KTrue Colors International, Inc. Retirement PlanTrue Colors International, I…$863KThinktel, Inc. 401(k) Plan$863K
End-of-year total assets ($M) among Dfh Investment LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dfh Investment LLC multi-year asset trail

Sponsor-wide plan assets over time

All Dfh Investment LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 43.075424944324524% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.7M $1M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 1 $701K
2023 1 1 $863K
2024 1 1 $1M

Dfh Investment LLC filing trail (2023)

Total Assets (Beginning of Year)$701K
Net Assets (End of Year)$863K
Net Income$161K
Employer EIN453670643
Plan Effective Date2004-05-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Dfh Investment LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Dfh Investment LLC 401(k) Plan, Total assets ($B): 0.000862805 · Participants: 1Dfh Investment LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Dfh Investment LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Dfh Investment LLC 401(k) Plan side-by-side with 3 peers →

Dfh Investment LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Kamel L. Kamel, M.D., Inc. Profit Sharing Plan in CA ($863K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Dfh Investment LLC 401(k) Plan assets move in 2023? ▼
Dfh Investment LLC 401(k) Plan grew sharply - up 23.0% during 2023, from $701K to $863K. Reported net income was $161K.
How have Dfh Investment LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dfh Investment LLC's sponsor-wide assets grew 43.1%, from $701K to $1M.
Where does Dfh Investment LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Dfh Investment LLC 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Dfh Investment LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kamel L. Kamel, M.D., Inc. Profit Sharing Plan in CA ($863K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Dfh Investment LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 453670643.

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.