401(k) · DOL Form 5500 · 2023

Daniel Financial Management 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
29th
Percentile by assets National rank
$348,314
Avg per participant High balance/head
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Official DOL plan name: Daniel Financial Management 401(k) Profit Sharing Plan & Trust · Sponsored by Daniel Financial Management · New Jersey · Finance & Insurance

$2M in assets, 5 participants

Daniel Financial Management's Daniel Financial Management 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,733 in Finance & Insurance (8,869 peers)

Daniel Financial Management multi-year trail

Daniel Financial Management's plans moved +70.7% in assets from 2022 to 2024; this filing shows Daniel Financial Management 401(k) Profit Sharing Plan & Trust at $2M / 5 participants.

#1,733
in Finance & Insurance (8,869 peers)
+32.8%
assets growth YoY

Daniel Financial Management 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Daniel Financial Management 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,741,572 29th percentile higher than 29% 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

Daniel Financial Management 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Daniel Financial Management 401(k) Profit Sharing Plan & Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Daniel Financial Management 401(k) Profit Sharing Plan & Trust reported net income rose from -$59K in the plan year 2022 filing to $430K in the plan year 2023 filing.
  • Daniel Financial Management 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 204850298 · Daniel Financial Management PY 2023 · 401(k)

Daniel Financial Management 401(k) Profit Sharing Plan & Trust · $2M · 5 · 29th

  • EOY $2M
  • 5500 5
  • ASSETS 29th
  • PCT 401(k)
  • EIN near Elkamet 401(k) Plan
  • RANK ind #1733

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 New Jersey →

Daniel Financial Management 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Daniel Financial Management 401(k) Profit Sharing Plan & TrustDaniel Financial Management …$2MElkamet 401(k) Plan$2MEmployee Benefit Plan of Senior Citizens Home Assistance Service, Inc.Employee Benefit Plan of Sen…$2MBrooklyn Charter School 401(k) PlanBrooklyn Charter School 401(…$2MHolloway, Dobson & Bachman, PLLC 401(k) Profit Sharing PlanHolloway, Dobson & Bachman, …$2M
End-of-year total assets ($M) among Daniel Financial Management 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Daniel Financial Management multi-year asset trail

Sponsor-wide plan assets over time

All Daniel Financial Management plans reported in each filing year

Latest sponsor-wide plan assets
$2M 70.74185302004162% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.31M $2.24M ▲ +71.0%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $2M
2024 1 6 $2M

Daniel Financial Management filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$430K
Employer EIN204850298
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Daniel Financial Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Daniel Financial Management 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001741572 · Participants: 5Daniel Financial Management 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Daniel Financial Management 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Daniel Financial Management 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Daniel Financial Management 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Elkamet 401(k) Plan in NC ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Daniel Financial Management 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Daniel Financial Management 401(k) Profit Sharing Plan & Trust surged - up 32.8% during 2023, from $1M to $2M. Reported net income was $430K.
How have Daniel Financial Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Daniel Financial Management's sponsor-wide assets grew 70.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Daniel Financial Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Elkamet 401(k) Plan in NC ($2M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Daniel Financial Management 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 204850298.

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.